Intake Coordinator

Lemieux & Associates•Provo, UT

12h

About The Position

The Intake Coordinator receives, reviews, and processes new investigative assignments from clients. The role ensures referrals are entered accurately into company systems, routed to the appropriate team, and prepared for efficient case handling. The coordinator works with client portals, case management systems, case materials, and stakeholders to support accurate and timely intake in a fast-paced environment.

Requirements

High school diploma or equivalent required.
Experience with client portals, case management systems, or similar platforms.
Strong computer, communication, and organizational skills.
Ability to manage multiple priorities while maintaining accuracy.
Exceptional attention to detail.
Strong time management and organizational abilities.
Professional client communication skills.
Ability to identify incomplete or inconsistent information.
Ability to work independently and as part of a team.
Dependable and responsive in a deadline-driven environment.

Nice To Haves

Experience in insurance, claims, investigations, legal services, healthcare, or a similar environment.
Familiarity with insurance terminology and investigative services.

Responsibilities

Receive and process new investigative assignments and referrals.
Create and maintain cases in the company case management system.
Review referrals for accuracy, completeness, and client-specific requirements.
Enter claimant, insured, employer, attorney, adjuster, and case information.
Identify and resolve missing or incomplete information before routing.
Monitor client portals for new assignments and supporting documents.
Retrieve, review, and upload case materials as needed.
Maintain familiarity with multiple client portal systems and process assignments promptly and accurately.
Determine the appropriate investigative service requested and route assignments to the correct operational team.
Escalate unclear, conflicting, or unusual requests when necessary.
Prioritize urgent files based on client expectations and service requirements.
Contact clients for missing information or clarification and respond promptly to intake-related inquiries.
Communicate professionally with adjusters, attorneys, claims professionals, and other stakeholders.
Verify case details, documents, and instructions before completing intake.
Identify duplicate referrals or conflicting information.
Maintain confidentiality of client and claim information.
Collaborate with Operations and other departments to ensure successful case handoff.
Assist with intake-related issues after assignment routing.
Support fluctuating workload demands and administrative needs.