Bilingual (English/Portuguese) Intake Specialist

The Law Offices Of Kanner And Pintaluga; Boca Raton (FL); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Competitive Wage

Paid Time Off

401K Retirement Savings Plan with Firm

Employer-Covered Benefits

Voluntary Supplemental Benefits

Annual Performance Reviews

Job summary

Kanner & Pintaluga in Boca Raton, FL is seeking a Bilingual Intake Specialist (English/Portuguese) to be the initial contact for potential clients. The role involves gathering and processing client information, coordinating with departments, and helping clients through the intake process in a fast-paced office environment.

The ideal candidate will have a high school diploma, strong communication skills, and proficiency with MS Office.

Qualifications

• Proficient with Microsoft Office programs (Word, Excel, and Outlook).
• Ability to manage a heavy workload in a fast-paced environment.
• Strong verbal and written communication.

Responsibilities

• Monitor and answer calls on a daily basis.
• Answer questions/concerns from clients regarding their claim.
• Process new client files for PI/First Party.
• Data entry of cases into case management systems (SmartAdvocate).
• Verify all information with the client (Insurance/Demographics/facts of loss).
• Assist in setting up a meeting with field reps/attorneys.
• Notifies attorneys/case managers of file assignments and time-sensitive tasks.
• Follow up with pending leads until clients are retained by the firm.
• Communicate with doctor offices and assist clients in setting up initial appointments.
• Perform other related duties as assigned.

Skills

MS Office

Verbal Communication

Written Communication

Multitasking

Education

High school diploma or GED

Tools

SmartAdvocate

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Bilingual (English/Portuguese) Intake Specialist

Legal Services Full Time Boca Raton, FL, US

3 days ago Requisition ID: 4986

Founded in 2003, Kanner & Pintaluga is a NLJ500 and Mid-Market Pro 50 law firm that has recovered over $1 billion for property damage and personal injury clients nationwide. With nearly 100 lawyers and more than 30 offices throughout the Central and southeastern United States, our primary goal is to achieve the most favorable outcome for our clients, who have the absolute right to receive the maximum compensation for their damages.

POSITION SUMMARY:

The Intake Specialist is the initial point of contact between the Firm and potential clients. They introduce the client to the Firms services and provide assistance after they agree to retain the Firms services. They are responsible for gathering, processing, and distributing the client’s information to the appropriate departments. They should be comfortable in an office environment, familiar with Microsoft Office applications, and possess strong verbal and written communication.

ESSENTIAL JOB FUNCTIONS:

• Monitor and answer calls on a daily basis.
• Answer questions/concerns from clients regarding their claim.
• Process new client files for PI/First Party.
• Data entry of cases into case management systems (SmartAdvocate).
• Verify all information with the client (Insurance/Demographics/facts of loss).
• Assist in setting up a meeting with field reps/attorneys.
• Notifies attorneys/case managers of file assignments and time-sensitive tasks.
• Follow up with pending leads until clients are retained by the firm.
• Communicate with doctor offices and assist clients in setting up initial appointments.
• Perform other related duties as assigned.

EXPERIENCE/REQUIREMENTS:

• Full-time, 9:00 am to 6:00 pm, M-F.
• High school/GED diploma required.
• Proficient with Microsoft Office programs (Word, Excel, and Outlook).
• Ability to manage a heavy workload in a fast-paced environment.
• Ability to communicate with clients and co-workers effectively and efficiently.
• Possess excellent organizational skills and the ability to multitask and prioritize workload.

FIRM BENEFITS

The Firm offers a competitive benefits package for our full-time employees and their families. Here is a summary of our benefits (the list is not all-inclusive):

• Competitive Wage
• Paid Time Off, Holiday, Bereavement, and Sick Time
• 401K Retirement Savings Plan with Firm match
• Employer-Covered Supplemental Benefits li>
• Voluntary Supplemental Benefits
• Annual Performance Reviews

Equal Opportunity Statement

Kanner & Pintaluga is an Equal Opportunity Employer. Kanner & Pintaluga retains the right to change, assign, or reassign duties and responsibilities to this position at any time — in its sole discretion. Employment is at will.

E-Verify

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the I-9 Form.