Intake Onboarding Specialist

Amaro Law Firm•Houston, TX

1d•Onsite

About The Position

Join the mission to bring closure, justice, and peace to thousands of families. Our firm’s bedrock is built on our client service standards to provide assurance, compassion, and empathy throughout the client experience. Our firm is one of the fastest growing injury and wrongful death law firms in the country, known for its results, client experience, structure, and high-performance culture. Amaro Law Firm is fast paced, committed to our core values, and an ideal environment for passionate professionals looking to make a difference in our community and in their clients’ lives. The right candidate will gain access to a generous compensation package tied to what he or she can achieve based on their work ethic and production. We have 20+ years of experience in personal injury, wrongful death, insurance claims, and commercial litigation, with a renowned reputation in truck wrecks, catastrophic injury cases, and wrongful death litigation and trial work. Our firm provides comprehensive training, supports continuing legal education, and maintains a supportive culture for growth. We are looking for someone who takes ownership, is a lion for clients, and feels a calling to build a reputation and a lasting career in the industry.

Requirements

High school diploma or equivalent (associate’s or bachelor’s preferred).
1+ year in a personal injury firm, insurance, or client-services environment.
Working knowledge of Filevine (or comparable case management software).
Familiarity with PI claim processes, LORs, HIPAA, and Police Reports.
Proficiency with Microsoft Office and shared network drives.
Strong written and verbal English; bilingual English/Spanish a plus.
Meticulous accuracy in data entry and documentation.
Strong organization and ability to manage multiple files and deadlines.
Proactive follow-through and ownership of open items.
Clear, professional communication with clients, adjusters, and internal teams.
Discretion with confidential client and medical information.
Team-oriented — this role lives on clean hand-offs.

Nice To Haves

Bilingual English/Spanish a plus.

Responsibilities

Initiate the case file and prepare the client checklist for each newly assigned case.
Send the Welcome Packet and follow up with client until the signed HIPAA authorization is returned.
File 1st and 3rd Party claims once the Intake Specialist provides insurance info; update Filevine with claim numbers and adjuster contacts.
Draft and send Letters of Representation to all relevant carriers.
Assist in obtaining the Police Report; log the expense, upload it to the client’s file, and notify the Intake Specialist for notation in Filevine.
Track new clients on the weekly signed-documents spreadsheet (LOR / SPOL / TTCA).
Coordinate case file hand-offs with the Intake Specialist and deliver completed case files to the Investigation team.
Maintain accurate, up-to-date records in Filevine and the physical client file.