Intake Specialist
Intake Specialist
Posted on :
11-11-2024
Employer Active
1 Vacancy
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Job Description
This is a remote position.
Savvy HR Partner is a specialized recruitment firm dedicated to connecting employers with exceptional talent. Our mission is to revolutionize the hiring process ensuring organizations find not just good employees but their next gamechangers.
About Justice By Carter Law Firm
Justice By Carter Law Firm is dedicated to delivering highquality legal services to clients while maintaining a commitment to justice integrity and excellence. Our firm values professionalism clientcentered service and a teamoriented environment. As a growing practice we seek an Intake Specialist who is detailoriented organized and passionate about financial accuracy and client service.
Position Summary
Justice By Carter Law Firm is seeking a dedicated and detailoriented Intake Specialist to join our team.
The Intake Specialist will be the first point of contact for potential clients and plays a critical role in creating a positive and professional first impression. This role involves gathering essential case information screening potential clients and coordinating initial consultations to ensure a smooth intake process for new clients. The ideal candidate will have excellent communication skills be highly organized and have a strong ability to empathize with clients who may be experiencing stressful situations.
Key Responsibilities
- Serve as the primary contact for prospective clients handling inbound calls emails and other forms of communication with empathy and professionalism.
- Conduct initial client screenings to assess case viability gather relevant information and determine eligibility for legal services.
- Accurately record client information and case details into the firm s database or case management system while ensuring confidentiality and data security.
- Coordinate and schedule consultations between potential clients and attorneys ensuring timely and efficient followup.
- Conduct followup calls and emails to gather additional information or clarify case details as needed.
- Verify client documents complete necessary forms and ensure all preliminary paperwork is accurate before the initial consultation.
- Work closely with attorneys paralegals and other staff to facilitate a smooth client intake process providing relevant case information for further evaluation.
- Provide general information to clients regarding the firm s services and direct clients to other resources as needed.
Requirements
Required Qualifications
- Experience: Minimum of 12 years in a clientfacing role ideally in a law firm healthcare social services or customer service setting.
- Education: High school diploma or equivalent required; an associate s or bachelor s degree in a related field is preferred.
- Communication Skills: Exceptional verbal and written communication skills with a professional and empathetic phone manner.
- Attention to Detail: Strong attention to detail for accurate data entry and case documentation.
- Technical Proficiency: Comfortable using case management software Microsoft Office Suite and other relevant applications.
- Multitasking Abilities: Ability to manage multiple calls emails and tasks in a highpaced environment while remaining organized.
- Confidentiality: Commitment to maintaining client confidentiality and adherence to firm policies and ethical guidelines.
Benefits
Benefits
- 1099 Contractor agreement
- Flexible work
- Ability to make a difference
Intake Specialist
Employment Type
Full Time
Key Skills
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