Description

Create and field client intakes
Collect and record information from potential clients and open cases in case management software
Send and receive retainer agreements for perspective clients who meet the specific criteria.
Maintain data entry requirements by following data program techniques and procedures
- Verify entered data by reviewing, correcting, deleting, or re-entering information
- Combine data from multiple systems
Regular, consistent, punctual attendance
Follow-up on intakes (as needed)
Placing outbound calls
Contact with medical providers and clients regarding availability of doctor appointments
Follow up calls from medical providers when clients are non-compliant with appointments
Consistent and regular communications with clients regarding appointments
Consistent and regular communications with legal team regarding clients

Requirements

Understanding of general legal procedures and business practices
Standard clerical and general office administration procedures
High volume phones, call center and/or law firm experience is preferred
Exceptional communication skills
Ability to work well under pressure and to exercise good judgment
Strong attention to detail
Strong working knowledge of MS Office Suite
Must work well in a team atmosphere
Ability to lift a minimum of twenty pounds
High School Diploma or GED required
Must type 45 wpm with accuracy
No Supervisor responsibility
This is a full time position, standard hours Monday – Friday of 40 hours per week. Some overtime, as necessary based upon projects.

Client Care & Intake Specialist

Key skills