Intake Specialist
About The Position
Join a premier team known for exceptional client care. As our first point of contact, you’ll help evaluate potential cases and keep matters moving with accuracy and empathy. What you’ll do: Evaluate 5–6 potential clients daily by phone, while also addressing email and in-person communications as needed. Research claims/entities and draft concise internal memos to support case evaluation. Perform document review and keep our database/CRM and calendars spotless. Collaborate across the firm and pitch in where needed—including assisting with new-hire training when applicable. What you’ll bring: Superior organization (documents & calendar) and reliable follow-through in a fast pace. Meticulous intake skills and critical thinking to spot strengths, weaknesses, and themes. Excellent communication (written & verbal) and professionalism with a wide range of personalities. Comfort multitasking and adapting as priorities shift in a growing firm. Proficiency with MS Word, Excel, and practice management software. Spanish fluency preferred. 1 year of Customer Service What We Offer: Hourly pay: $26-$28 BOE Industry-Leading Benefits: Firm pays 100% of premiums for dental and vision Firm pays 100% of all Silver-level medical plans Firm contributes approximately 10% toward retirement (3% Safe Harbor + 7% Profit Sharing) $500 annual FSA contribution Time for Life: Accrual of 80 hours of PTO (additional 40 hours on 3rd anniversary), 40 hours sick pay, plus your birthday off as a fully paid day.
Requirements
- Superior organization (documents & calendar) and reliable follow-through in a fast pace.
- Meticulous intake skills and critical thinking to spot strengths, weaknesses, and themes.
- Excellent communication (written & verbal) and professionalism with a wide range of personalities.
- Comfort multitasking and adapting as priorities shift in a growing firm.
- Proficiency with MS Word, Excel, and practice management software.
- 1 year of Customer Service
Nice To Haves
- Spanish fluency preferred.
Responsibilities
- Evaluate 5–6 potential clients daily by phone, while also addressing email and in-person communications as needed.
- Research claims/entities and draft concise internal memos to support case evaluation.
- Perform document review and keep our database/CRM and calendars spotless.
- Collaborate across the firm and pitch in where needed—including assisting with new-hire training when applicable.
Benefits
- Firm pays 100% of premiums for dental and vision
- Firm pays 100% of all Silver-level medical plans
- Firm contributes approximately 10% toward retirement (3% Safe Harbor + 7% Profit Sharing)
- $500 annual FSA contribution
- Accrual of 80 hours of PTO (additional 40 hours on 3rd anniversary), 40 hours sick pay, plus your birthday off as a fully paid day.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
