What are the responsibilities and job description for the Client Intake Specialist position at Megan Thomas Law, PLLC?
Company Description
Megan Thomas Law, PLLC specializes in assisting individuals facing workplace issues, including discrimination, harassment, and retaliation. The firm is dedicated to advocating for clients' rights and delivering compassionate, tailored legal services. Our mission centers on providing expert guidance and support to help clients navigate challenging employment situations. We are committed to fostering a workplace that values respect, dignity, and fairness for everyone.
Role Description
This is a part-time, remote role for a Client Intake Specialist. The Client Intake Specialist will handle initial communication with prospective clients, gather and document case details, assess client needs, and guide them through the intake process. Additional responsibilities include ensuring high-quality customer service, maintaining records, and coordinating with the legal team to ensure smooth transitions of cases.
Qualifications
- Strong Communication and Interpersonal Skills to engage effectively with clients and team members
- Proficiency in Client Intake and Customer Service processes, ensuring accuracy and professionalism
- Experience or basic knowledge of Insurance-related procedures
- Ability to handle sensitive and confidential information with discretion
- Strong organizational and time-management skills
- Familiarity with legal or workplace issues is a plus
- High emotional intelligence