Intake Specialist

Join a premier team known for exceptional client care. As our first point of contact, you’ll help evaluate potential cases and keep matters moving with accuracy and empathy.

What you’ll do:

• Evaluate 5–6 potential clients daily by phone, while also addressing email and in-person communications as needed.
• Research claims/entities and draft concise internal memos to support case evaluation.
• Perform document review and keep our database/CRM and calendars spotless.
• Collaborate across the firm and pitch in where needed—including assisting with new-hire training when applicable.

What you’ll bring:

• Superior organization (documents & calendar) and reliable follow-through in a fast pace.
• Meticulous intake skills and critical thinking to spot strengths, weaknesses, and themes.
• Excellent communication (written & verbal) and professionalism with a wide range of personalities.
• Comfort multitasking and adapting as priorities shift in a growing firm.
• Proficiency with MS Word, Excel, and practice management software.
• Spanish fluency preferred.

1 year of Customer Service

What We Offer:

• Hourly pay: $26-$28 BOE
• Industry-Leading Benefits:
• Firm pays 100% of premiums for dental and vision
• Firm pays 100% of all Silver-level medical plans
• Firm contributes approximately 10% toward retirement (3% Safe Harbor + 7% Profit Sharing)
• $500 annual FSA contribution
• Time for Life: Accrual of 80 hours of PTO (additional 40 hours on 3rd anniversary), 40 hours sick pay, plus your birthday off as a fully paid day.