Client Care & Intake Specialist

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

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

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

This is a full time position, standard hours Monday – Friday of 40 hours per week. Some overtime, as necessary based upon projects.