INTAKE COORDINATOR

About the role

Searcy Denney Scarola Barnhart & Shipley, P.A. is a nationally recognized trial law firm committed to protecting and defending the rights of people injured through negligence, improper conduct, deceit or abuse of power. The firm has represented clients in courtrooms throughout Florida and across the nation for over 40 years.

As the first point of contact for our potential clients, you are responsible for the first impression of our firm. This role is service-oriented, requiring empathy, attention to detail, excellent listening skills, and proficiency in both English and Spanish.

Responsibilities

• Handle all incoming phone calls from potential clients, referral sources, and other teams in the firm involving new potential cases.
• Contact all potential incoming clients via the firm’s website, email, and US mail.
• Meet with all potential client walk-ins.
• Follow up with potential clients to schedule appointments/consultations.
• Prepare the potential client’s intake paperwork and input the information in our case management system.
• Ensure that every potential client and referral source is accurately documented in our case management system in a timely fashion.
• Accurately transcribe intake memos.
• Accurately open new cases in a timely fashion.
• Ensure the Intake Coordinators, Paralegals, and Attorneys have established contact with the potential client.
• Proofread documents and prepare correspondence.
• Conduct internet research, as needed.
• Other duties as assigned.

Requirements

• High school diploma or GED required.
• One or more years of experience in legal, medical, or insurance claims field preferred.
• Experience using Microsoft Office Suite (Word, Excel, etc.) required.
• FileVine experience preferred.
• Bilingual in English and Spanish required.

Benefits

Competitive salary and excellent benefits.