V104 Personal Injury Intake Specialist- Medical records I
About The Position
Join Job Duck as an Intake Specialist and become the first point of contact for individuals seeking legal support. In this role, you will guide potential and existing clients through the intake process, gather and organize critical case information, and help ensure that every client receives a professional, compassionate, and seamless experience. You will play an essential role in supporting case preparation by coordinating medical records and billing documentation while managing a high volume of communications. The ideal candidate is empathetic, highly organized, confident on the phone, and committed to delivering exceptional client service in a fast-paced legal environment.
Requirements
- 2-3 years of experience working as an Intake specialist
- Experience managing medical records is a must
- Filevine, RingCentral, Microsoft Outlook, Google Drive
- Ability to handle a high volume of calls and client interactions daily
- Excellent organizational and multitasking abilities
- Ability to learn and follow established procedures consistently
- Excellent verbal and written English communication skills
- Professional and confident phone presence
- Outstanding customer service skills
- Strong attention to detail
- Exceptional active listening skills
- Ability to multitask in a fast-paced environment
- Time management and organizational skills
- Client-focused mindset
- Compassionate and empathetic approach
- Proficiency with CRM systems, communication platforms, and Microsoft Office applications
Nice To Haves
- Previous experience in client intake, customer service, legal support, or an administrative role preferred
Responsibilities
- Gather, verify, and accurately enter client information into the firm's systems
- Maintain accurate records and case-related documentation within Filevine
- Manage the firm's main phone line and ensure calls are handled professionally and efficiently
- Conduct the complete client intake process from initial contact through information collection and documentation
- Obtain, organize, track, and maintain medical records and billing documentation
- Collaborate with the attorney and legal team to support case preparation and workflow efficiency
- Communicate with clients regarding documentation requests and case-related information
- Follow established firm procedures for obtaining and managing medical records
- Route calls and inquiries to the appropriate team members when necessary
- Provide a compassionate and supportive experience for clients throughout the intake process
- Serve as the primary point of contact for incoming calls and inquiries
- Monitor intake tasks and follow up on pending items to ensure timely completion
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
