Intake Specialist

The Intake Specialist plays a critical role in delivering high-quality, empathetic, and efficient service to potential clients during the initial intake process. This position is responsible for evaluating case viability, gathering essential information, and ensuring a seamless transition to the Case Management team. The Intake Specialist serves as a key point of contact for prospective and newly signed clients and must uphold the highest standards of professionalism, accuracy, and client care. This role requires a bilingual candidate who is fluent in Spanish to effectively communicate with our diverse client base.

Key Responsibilities

• Identify, evaluate, and distribute potential leads among intake specialists
• Log rejected, viable, and referred potential clients accurately in the case management system
• Assess case viability and prepare client contracts in accordance with firm guidelines
• Exercise authority to issue contracts at approved rates without managerial approval; escalate rate exceptions as required
• Confirm health insurance coverage and lien considerations upon case signing
• Coordinate with claims processors to ensure timely issuance of Letters of Representation (LORs)
• Assist with investigations during the initial intake phase
• Conduct afterhours and weekend calls with potential clients when available and necessary
• Communicate with attorneys on complex or highvalue cases to confirm approval prior to proceeding
• Perform biweekly followup calls with clients during the intake phase until transfer to a Case Manager
• Collect and submit required photographs, documentation, and data to support case progression
• Determine whether passengers involved in incidents have separate insurance coverage
• Review police reports thoroughly and escalate concerns to leadership when appropriate
• Accurately complete all required intake fields and documentation
• Provide regular updates to leadership and attorneys, particularly regarding highvalue claims
• Respond promptly and professionally to rollover and inbound calls
• Collaborate with fellow intake specialists to maintain workflow efficiency and team productivity

Qualifications

• High school diploma or equivalent required
• Minimum of one (1) year of experience in customer service, intake, or administrative support
• Bilingual required; must be fluent in Spanish
• Strong verbal and written communication skills
• Excellent organizational and timemanagement abilities
• Proven dependability, accountability, and attention to detail
• Resourceful problemsolver with the ability to work independently and proactively
• Positive, adaptable, and teamoriented mindset
• Demonstrated ability to meet or exceed performance expectations
• Willingness to travel between office locations as needed

Benefits

• 401(k) with 4% employer match
• Health, dental, and vision insurance
• Paid time off
• Paid holidays

All candidates will be subject to a background check to be considered for employment