What are the responsibilities and job description for the Business Intake Representative position at Dinsmore & Shohl LLP?
At Dinsmore, our strength comes from our people. With more than 750 attorneys across 30 offices nationwide, we are dedicated to building a dynamic, client-focused Firm recognized for excellence. Together we work to build a strong market profile, highlighting our capabilities to clients and attracting talented attorneys and business professionals who seek a supportive environment where they can thrive. Discover how you can grow with us at www.dinsmore.com.
Dinsmore is seeking a Business Intake Representative at our Cincinnati, OH location. This individual is responsible for all facets of the Firm’s new business intake process.
Responsibilities
Dinsmore is seeking a Business Intake Representative at our Cincinnati, OH location. This individual is responsible for all facets of the Firm’s new business intake process.
Responsibilities
- Review and process new client and matter intake forms for completeness and compliance with Firm policies
- Analyze new client and matter intake information for quality and completeness while meeting established time constraints
- Accountable for clear communication and prompt follow-up necessary to ensure quality and completeness
- Collaborate with attorneys and internal teams to resolve missing or incomplete intake information
- Submit client and matter information through the Firm’s new client/matter review process
- Maintain accurate and up-to-date client and matter data in Firm systems
- Perform additional duties as assigned as they relate to business intake
- Proficient in Microsoft Office, including Word, Excel and Outlook, with the capacity to learn new software quickly
- Data entry experience, ideally within the medical or legal fields
- Ability to make effective and accurate decisions while also knowing when to ask questions, think analytically and creatively
- Possess extreme attention to detail
- Excellent time management and organizational skills are necessary
- Excellent verbal and written communication skills are necessary
- Ability to work independently as well as within a team
- Exceptional interpersonal skills with a positive and helpful customer service attitude
- Ability to multitask and work on complex tasks in a fast-paced deadline driven environment