Client Intake Specialist

Frost Brown Todd LLP • Dallas, TX

70d

About The Position

Frost Brown Todd LLP is currently seeking a full-time Client Intake Specialist to join our firm. This individual will be responsible for reviewing electronic new business intake forms submitted in connection with new business for existing and new firm clients, conducting searches of the Firm's conflicts database, and reviewing, processing and reporting the results of such searches using designated software and email.

Requirements

• Bachelor’s Degree preferred, or equivalent combination of education and relevant experience.
• Three years of experience in research.
• Ability to formulate searches so as to obtain relevant results from electronic database.
• Ability to synthesize complex or diverse information, to collect and research data and to use intuition and experience to analyze data.
• Ability to provide customer service is essential to this position. Must be able to respond promptly and professionally to requests for service and assistance from all levels of employees, occasionally in difficult or emotional situations.
• Ability to communicate clearly with all levels of business professionals, including attorneys and non-attorney business professionals.
• Ability to write clearly and informatively (mainly in conflicts report summaries and email).
• Detail oriented with strong data entry skills.
• Ability to read and comprehend written information, including simple instructions, short correspondence, and memos.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form and to deal with problems involving several concrete variables in standardized situations.
• Proficient with Microsoft Office products such as Word, Outlook and also having database experience.
• Ability to deliver exceptional client service, demonstrate flexibility, adapt to changes, and to work in a team-oriented environment.

Responsibilities

• Review, analyze and process electronic client intake forms.
• Conduct conflicts searches in firm database.
• Review and process information gathered from conflict searches and generate report of same.
• Prepare summary of conflict search results.
• Identify and report to Senior Client Intake Manager performance issues with client intake and conflicts software.
• Work closely with the billing group to maintain up to date records in database, i.e., address, billing attorney, originating credit, etc.
• Communicate with the Firm's Conflicts Attorneys, Senior Client Intake Manager, Conflicts Counsel, firm attorneys and legal practice assistants regarding information on client intake forms and conflicts search reports.
• Regular, predictable and punctual attendance at the designated worksite.
• In person interaction with other FBT personnel, clients and/or representatives at the worksite.

Benefits

• Competitive salary
• Comprehensive benefits package including medical, dental, vision, life, disability
• 401k/profit sharing retirement package

What This Job Offers

• Job Type: Full-time
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees