Disability Client Coordinator

Wettermark Keith•Birmingham, AL

About The Position

The Disability Client Coordinator serves as the bridge between Intake and the legal team for Social Security Disability (SSD) cases. The role receives warm transfers from Intake Agents, verifies client information, coordinates attorney assignments, schedules initial attorney consultations, and supports a seamless transition from intake to legal representation. The coordinator helps deliver an exceptional client experience while maximizing conversion opportunities and maintaining efficient attorney scheduling.

Requirements

Excellent verbal and written communication skills.
Strong customer service and relationship-building abilities.
Ability to manage multiple tasks and priorities in a fast-paced environment.
Strong organizational skills and attention to detail.
Ability to handle sensitive and confidential client information.
Proficiency with case management systems, CRM software, and Microsoft Office applications.

Nice To Haves

Experience scheduling appointments and managing calendars.
Prior legal intake, disability law, customer service, or call center experience.

Responsibilities

Receive warm transfers from Intake Agents for new SSD clients.
Review and verify intake information for accuracy and completeness.
Confirm client contact information and preferred communication methods.
Educate prospective clients on the next steps in the representation process.
Assign clients to the appropriate SSD attorney based on established firm guidelines.
Schedule initial attorney consultations and coordinate calendar availability.
Enter required documentation, notes, and client information into the case management system.
Maintain communication with clients regarding scheduled appointments and next steps.
Conduct follow-up outreach when necessary to secure scheduled consultations.
Work with Intake Agents, attorneys, and support staff to facilitate a smooth client handoff.
Monitor appointment attendance and assist with rescheduling when needed.
Identify and escalate client concerns or scheduling conflicts.
Maintain professionalism, empathy, and customer service during client interactions.
Assist with reporting and tracking consultation scheduling metrics and conversion opportunities.