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New Business Intake Specialist
Jefferson Wells Memphis, TN
$51k-67k (estimate)
Full Time 1 Week Ago
Save

Jefferson Wells is Hiring a Remote New Business Intake Specialist

Our client is seeking a New Business Intake Specialist to join their team in Law Firm. The ideal candidate will have strong communication and people skills as well as analytical and organizational skills which will align successfully in the organization.

Job Title: New Business Intake Specialist

Location: Memphis TN (Work from home, but onsite is mandatory the 2nd and 4th Weds of each month)

Pay Range: 60k - 75k (plus Benefits)

What’s the Job?

  • Performing functions leading to the production of conflict reports, client-matter openings, and edits
  • Creating client-matter numbers, producing conflict reports to be distributed to the Centralized Conflicts Review Department
  • Processing conflict reports for all potential new hires
  • Reviewing client engagement letters and maintaining firm databases by entering, updating, and retrieving data
  • Creating Excel spreadsheets for importing client-matter information and conflict parties

What’s Needed?

  • Required: 2 years minimum experience of new client intake/onboarding within a law firm environment
  • Ideal candidate will have NBI Software experience, be extremely professional, possess exceptional communication, organizational and computer skills, have strong proficiencies in the Microsoft Office Suite, and the ability to work effectively within a group or independently.
  • Must be able to multi-task in a fast-paced environment, work under pressure, and balance multiple competing priorities
  • Must have the ability to exercise considerable judgment and discretion in establishing and maintaining good working relationships with both attorneys and staff.
  • "Treat people well" mentality

What’s in it for me?

  • Medical, Dental, Vision, Retirement plans

If this is a role that interests you and you’d like to learn more, click apply now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you!

Job Summary

JOB TYPE

Full Time

SALARY

$51k-67k (estimate)

POST DATE

06/03/2024

EXPIRATION DATE

08/02/2024

WEBSITE

jeffersonwells.com

HEADQUARTERS

Milwaukee, WI

SIZE

500 - 1,000

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The following is the career advancement route for New Business Intake Specialist positions, which can be used as a reference in future career path planning. As a New Business Intake Specialist, it can be promoted into senior positions as a Behavior Analyst that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary New Business Intake Specialist. You can explore the career advancement for a New Business Intake Specialist below and select your interested title to get hiring information.