Intake Specialist
- Paid Holidays
- Paid Time Off (PTO)
- 401(k)/Profit Sharing
- Health, Dental, Vision
- Tuition Reimbursement
- Long Term Disability (LTD)
- Flexible Spending Account (FSA)
- Group Term Life insurance (GTL)/Voluntary Term Life insurance (VTL)
- Annual Pay Increase (discretionary)
- Year End Bonus (discretionary)
- Strong organizational skills with the ability to prioritize and meet deadlines
- Ability to maintain confidentiality & handle sensitive information with discretion
- Strong verbal & written communication skills, specifically spelling/grammar
- Must have computer skills, specifically in Windows environment & able to type with speed/accuracy
- 6+ months of experience in a customer service/call center environment is preferred
- Promptly and professionally handle a high volume of inbound calls within the Intake Department, while serving as a backup for the Firm’s main Reception desk. This role requires the ability to learn and perform Receptionist duties to provide coverage during breaks and absences.
- Maintain thorough and accurate records in our case management software, ensuring all potential client data is up-to-date
- Attend regular team meetings and participate in ongoing training opportunities to improve skills and learn best practices
- Contribute to a positive, team-oriented work environment that fosters collaboration, continuous improvement, and client satisfaction
- Collect relevant information about potential clients; cases, such as personal details, facts, documents, witnesses, statue of limitations and other deadlines
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