Intake Manager

Zelle LLP • Minneapolis, MN

just now • Hybrid

About The Position

Zelle LLP is hiring an Intake Manager to oversee firm-wide client intake processes. This role will work closely with attorneys, firm management, and various support staff to ensure accurate, timely billing and compliant matter management firmwide.

Requirements

• College degree or equivalent experience required
• 5 years or more experience in new business intake with a law firm
• Accuracy and attention to detail is essential along with an understanding of how the role affects the overall system, legal process, and impact on Firm performance
• Detailed-oriented with the ability to multi-task, prioritize and effectively manage day-to-day tasks
• Proficiency in data entry, processing, researching, cross-referencing and validating data
• Ability to produce accurate work in fast-paced environment with strict deadlines
• Strong communication and interpersonal skills for interacting with clients and internal Zelle team effectively
• Maintains a courteous and professional demeanor, with a positive attitude
• Experience providing excellent customer service and an understanding of good customer service principles
• Exceptional written and verbal communication skills
• Ability to work with and maintain confidential and sensitive information
• Demonstrates consistent focus when managing repetitive tasks
• Excellent critical thinking and problem-solving skills, thinks things through and evaluates potential consequences before acting
• Experience in initial case management duties such as setting up initial files, entering data, and obtaining additional information when necessary
• Comfortable with navigating, exploring, and mastering new computer systems
• Ability to learn quickly and solve problems or navigate in unfamiliar systems with little instruction
• Experience with Microsoft Office (Word, Excel, Zoom, etc.) required
• Experience using Aderant along with IntApp is preferred

Responsibilities

• Opens new matters across the firm, ensuring accurate setup in management system (IntApp and Aderant)
• Communicates efficiently with Legal Assistants, Attorneys, and key Client contacts regarding possible issues related to the matter opening process to obtain complete and accurate information
• Cross references insurance carrier guidelines and attorney correspondence with clients to ensure assigned billing rates are correct, update rates on existing matters as necessary
• Clearly and quickly communicates the pertinent details of a client matter, upon request
• Works with Conflicts team attorneys to open matters
• Works with Billing team to ensure matter details are being maintained as required
• Ensures all Firm procedures and policies are accurately followed before new clients or matters are opened
• Provides support on all phases of Matter Maintenance tasks
• Builds relationships with people in various departments, including Attorneys, Management and Staff to ensure proper outcomes as well as key client relationships
• Works independently on assigned projects, identifying and utilizing the most efficient methods and software applications
• Identifies and implements process improvements to shorten cycle and improve data integrity
• Assists the Billing Team with facilitating e-billing matter set up in client e-billing systems
• Manages the closing process for completed matters
• Assists with special projects and additional duties as assigned, some billing may be required

What This Job Offers

• Job Type: Full-time
• Career Level: Manager