INTAKE COORDINATOR

Searcy, Denney, Scarola, Barnhart & Shipley, P.A. • West Palm Beach, FL

2d

About The Position

The West Palm Beach office is seeking an empathetic, detail-oriented, service-oriented Client Case Coordinator Assistant with excellent listening skills and fluency in English and Spanish. As the first point of contact for potential clients, this role is responsible for creating a positive first impression of the firm and coordinating client intake from initial contact through case opening.

Requirements

• High school diploma or GED required.
• Bilingual in English and Spanish required.
• Experience using Microsoft Office Suite, including Word and Excel, required.

Nice To Haves

• One or more years of experience in the legal, medical, or insurance claims field preferred.
• FileVine experience preferred.

Responsibilities

• Handle incoming phone calls about potential new cases from potential clients, referral sources, and other firm teams.
• Contact potential clients through the firm’s website, email, and US mail.
• Meet with potential client walk-ins.
• Follow up with potential clients to schedule appointments or consultations.
• Prepare potential client intake paperwork and enter information into the case management system.
• Accurately document potential clients and referral sources in the case management system in a timely manner.
• Accurately transcribe intake memos.
• Open new cases accurately and in a timely manner.
• Ensure Intake Coordinators, Paralegals, and Attorneys have established contact with potential clients.
• Proofread documents and prepare correspondence.
• Conduct internet research as needed.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED