Intake Operations Specialist

Regis Remote Office

42d • Onsite

About The Position

We are seeking a highly organized and detail-oriented Intake Operations Specialist to join our legal team. This role is responsible for supporting the Intake department by ensuring that client files are properly documented, researched, and prepared for demand. The ideal candidate is dependable, proactive, and efficient—capable of working independently in a fast-paced, high-volume environment while maintaining excellent communication and documentation standards.

Requirements

• Strong verbal and written communication skills in English are required.
• Strong time management and organizational skills.
• Proficient in Google Workspace, Microsoft Office, VOIP systems, and CRM/case management platforms.
• All candidates must maintain the highest standards of client confidentiality and adhere to HIPAA and legal privacy regulations at all times.

Nice To Haves

• Bilingual in English and Spanish preferred.
• Prior experience in a legal, medical, or case management support role strongly preferred.

Responsibilities

• Conduct thorough insurance policy searches to identify bodily injury coverage.
• Process and analyze up to 50 police reports daily.
• Answer incoming calls and either transfer them to the appropriate team member or leave a detailed message for follow-up.
• Draft and send turndown letters to clients when necessary.
• Help manage overflow from the Intake team to ensure timely client response and reduce delays.
• Collaborate with Intake staff to ensure that all case files are complete and ready to move forward for demand.
• Log notes, documentation, and case activity in the case management platform with accuracy and clarity.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed