Client Intake Analyst

Jacoby & Meyers • Los Angeles, CA

3d • Remote

About The Position

Jacoby & Meyers is seeking a smart and determined Client Intake Analyst to join their growing team. This role serves as the primary operational liaison between Case Management teams and external vendors. The analyst will monitor MIA client queues, coordinate outreach with vendors, manage credit/refund requests within contractual timelines, generate drop documentation, and maintain system data integrity within the case management system (ACT). The company emphasizes a culture where employees can make an impact and push their talents.

Requirements

• 1–3 years of experience in legal intake, client onboarding, vendor relations, or administrative case management.
• Hands-on experience with CRM or legal case management software.
• Professional written and verbal communication skills for frequent vendor correspondence and internal team coordination.
• Exceptional organizational skills with proven ability to track deadlines, manage system status fields, and follow structured SOPs.
• Ability to evaluate case eligibility against contractual deadlines to ensure maximum credit recovery.

Responsibilities

• Daily monitoring of client intake queues and case management groups for clients flagged as non-responsive or "MIA Client".
• Conduct daily communications with client intake vendors using standardized outreach templates to request client contact assistance and facilitate warm-transfers back to Case Managers.
• Update case system statuses and log all communications in case history.
• Evaluate non-responsive cases and post-48-hour invalid cases to verify eligibility for refund or credit requests based on vendor timelines.
• Coordinate drop approvals through executive drop review and Case Handlers.
• Submit credit requests directly to vendors via their required submission protocols and track status updates ("Credit Requested", "Approved", or "Denied").
• Monitor pending drop groups to ensure Case Handlers log required drop letters within 24 hours of notification.
• Draft, verify, and send formal client drop letters.
• Upload and save final "sent" versions of drop letters directly into the client’s ACT file.
• Update history notes, drop dates, drop reasons, and update final case stages to formally close files in ACT.

Benefits

• Flexible Schedules
• Medical, Dental, Vision and Pet Insurance
• 401(k) with Company Match
• Company-paid Life Insurance and AD&D Coverage, Voluntary Life Insurance
• Short-term and Long-term Disability
• Employee Assistance and Travel Assistance Programs
• Paid Time Off, Paid Sick Time, Paid Holidays
• Health FSA and Dependent Care FSA
• Accident Insurance
• Commuter Transportation Incentive
• Cell Phone and Internet Stipend
• Fully-paid parking
• Learning and Development Programs
• Voluntary Critical Illness Insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed