SENIOR INTAKE COORDINATOR
About The Position
The West Palm Beach office is seeking a service-oriented Sr. Intake Case Specialist who is empathetic, possesses excellent listening skills, and is proficient in both English and Spanish. This role involves reviewing preliminary information from the Intake Coordinator, working with potential clients to gather case details, preparing intake paperwork, and inputting information into the case management system. The specialist will also conduct research, internal conflict checks, and make decisions on case acceptance. Collaboration with legal teams for case assignment and providing recommendations are key aspects of the role. The position requires contacting potential clients through various channels, meeting with walk-ins, conducting intake consultations, and adhering to firm guidelines.
Requirements
- High school diploma or GED required.
- Five or more years of experience in legal, medical or insurance claims field required.
- Experience using Microsoft Office Suite (Word, Excel, etc.) required.
- Bi-lingual in English and Spanish required.
Nice To Haves
- Associates degree or higher preferred.
- FileVine experience preferred.
Responsibilities
- Review the preliminary information from the Intake Coordinator and work with the potential client to gather all the circumstances and details related to the potential case.
- Prepare the potential client’s intake paperwork and input the information in the case management system.
- Conduct internet and external research as needed and appropriate.
- Conduct internal conflict research on all potential new cases.
- Make decision to either accept or turn-down the case.
- Work closely with legal teams in assigning new case to ensure a smooth process.
- Add value to the intake process by providing careful evaluation and appropriate recommendations.
- Contact all potential incoming clients via the firm’s website, email and US mail.
- Meet with all potential client walk-ins.
- Conduct and follow up on potential client intake consultations.
- Follow all firm guidelines and requirements.
- Other duties as assigned.
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What This Job Offers
Career Level
Senior
Education Level
High school or GED
