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Form of workJob Description
LEGAL CASE INTAKE SPECIALIST
Busy Personal Injury Firm is looking for an experienced Plaintiff's Auto Accident Intake Specialist.
Responsibilities include:
- Assist potential new clients with completion of intake questionnaires (walk-ins and phone inquiries).
· Sign up cases (electronically and/or in-person if necessary).
· Assist in discussing office contracts, HIPAA documents, and other relevant required documents for sign-ups. Also includes:
- Assisting with incoming calls.
- Establishing new case files.
- Assist with data entry.
- Assist with scanning, photocopying, faxing and filing documents.
- Assist with Spanish translations.
- Assist in calendaring deadlines and client appointments (in-person, telephonic conferences, and video conferences).
- Drafting simple correspondence.
- Assist with clerical requests as needed.
Qualifications for Intake Specialist:
- 2-3 years Personal Injury Plaintiff's Auto Claims experience.
- Must be bilingual (Spanish & English).
- Dependable and consistent, especially with attendance and punctuality.
- Customer service oriented.
- Highly organized with advanced multi-tasking and follow-up skills and the ability to prioritize tasks.
- Professional and effective written and oral communication skills with customers, management, and fellow employees.
- Ability to understand and follow written and verbal instructions.
- Strong work ethic.
- Must be adaptable, flexible, and willing to adjust work assignments when necessary.
- Team player with professional appearance and demeanor.
- Proficient in MS Office, including Excel and Word.
- Experience with Dropbox.
- Thrive working in a busy environment.
- Be comfortable with multitasking and handling numerous tasks throughout the day.
- Possess excellent written and verbal communication skills with a proven ability to interact with clients.
- Be able to prioritize assignments and tasks, maintain organization, and manage workload.
- Be detail oriented and have a positive attitude.
