What are the responsibilities and job description for the INTAKE COORDINATOR position at Searcy, Denney, Scarola, Barnhart & Shipley, P.A.?
The West Palm Beach office is seeking a service-oriented Client Case Coordinator Assistant who is empathetic and detail-oriented, possesses excellent listening skills, and is proficient in both English and Spanish. As the first very point of contact for our potential clients, you are responsible for the first impression of our Firm.
- Handle all incoming phone calls from potential clients, referral sources and other teams in the firm involving new potential cases.
- Contact all potential incoming clients via the firm’s website, email and US mail.
- Meet with all potential client walk-ins.
- Follow up with potential clients to schedule appointments/consultations.
- Prepare the potential client’s intake paperwork and input the information in our case management system.
- Ensure that every potential client and referral sources is accurately documented in our case management system in a timely fashion.
- Accurately transcribe intake memos.
- Accurately open new cases in a timely fashion.
- Ensure the Intake Coordinators, Paralegals and Attorneys have established contact with the potential client.
- Proofread documents and prepare correspondence.
- Conduct internet research, as needed.
- Other duties as assigned.
Education, Qualifications, and Certifications
High school diploma or GED required.
Experience
One or more years of experience in legal, medical or insurance claims field preferred.
Experience using Microsoft Office Suite (Word, Excel, etc.) required.
FileVine experience preferred.
Bi-lingual in English and Spanish required.
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