Intake Coordinator

Searcy Law • West Palm Beach, FL

1d • Onsite

About The Position

The West Palm Beach office is seeking a service-oriented, empathetic, and detail-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 creates the first impression of the firm and supports the intake and opening of new cases.

The coordinator handles inquiries from potential clients, referral sources, and firm teams; contacts prospective clients through the firm’s website, email, and U.S. mail; meets with walk-in prospects; and follows up to arrange appointments or consultations. The role also prepares intake paperwork, enters and maintains information in the case management system, transcribes intake memos, opens new cases, and confirms that Intake Coordinators, Paralegals, and Attorneys have contacted prospective clients. Additional work includes proofreading documents, preparing correspondence, conducting internet research as needed, and performing other assigned duties.

Requirements

• High school diploma or GED.
• Experience using Microsoft Office Suite, including Word and Excel.
• Fluency in English and Spanish.
• One or more years of experience in the legal, medical, or insurance claims field is preferred.
• FileVine experience is preferred.

Nice To Haves

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

Responsibilities

• Handle incoming phone calls about potential new cases from prospective clients, referral sources, and firm teams.
• Contact potential clients through the firm’s website, email, and U.S. 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.
• Document potential clients and referral sources accurately and promptly in the case management system.
• Accurately transcribe intake memos.
• Open new cases accurately and promptly.
• 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
• Career Level: Entry Level
• Education Level: High school or GED