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Client Care & Intake Specialist

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Job Description - 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

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.

Original job Client Care & Intake Specialist posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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