Disability Client Coordinator

About the role

Wettermark Keith is a rapidly growing national personal injury firm. We pride ourselves on our integrity, professionalism, and commitment to excellence. At Wettermark Keith, we understand that our work extends far beyond the courtroom. We engage with people during some of the most challenging times of their lives – moments filled with uncertainty, fear, and stress. Our clients come to us in the aftermath of tragic accidents, seeking not just legal representation, but a beacon of hope for their future.

Responsibilities

• Receive warm transfers from Intake Agents for new SSD and VA clients.
• Review and verify all intake information for accuracy and completeness.
• Confirm client contact information and preferred communication methods.
• Educate prospective clients on the next steps in the representation process.
• Assign clients to the appropriate SSD or VA attorney based on established firm guidelines.
• Schedule initial attorney consultations and coordinate calendar availability.
• Ensure all required documentation, notes, and client information are properly entered into the case management system.
• Maintain communication with clients regarding scheduled appointments and next steps.
• Conduct follow-up outreach when necessary to secure scheduled consultations.
• Work closely with Intake Agents, attorneys, and support staff to facilitate a smooth client handoff.
• Monitor appointment attendance and assist with rescheduling when needed.
• Identify and escalate any client concerns or scheduling conflicts.
• Affirmatively assist with reporting and tracking consultation scheduling metrics and conversion opportunities.

Qualifications

• Excellent verbal and written communication skills.
• Strong customer service and relationship-building abilities.
• Ability to manage multiple tasks and priorities in a fast-paced environment.
• Strong organizational and attention-to-detail skills.
• Experience scheduling appointments and managing calendars preferred.
• Ability to handle sensitive and confidential client information.
• Proficiency with case management systems, CRM software, and Microsoft Office applications.
• Prior legal intake, disability law, customer service, or call center experience preferred.

Core Competencies

• Client Communication
• Organization and Time Management
• Problem Solving
• Attention to Detail
• Professionalism
• Team Collaboration
• Empathy and Client Care
• Adaptability