Bilingual (English/Spanish) Intake Specialist

Kanner & Pintaluga; Boca Raton (FL); On-site; USD 34,000 - 52,000; Full time

Job summary

Kanner & Pintaluga, a prominent law firm, seeks an Intake Specialist to serve as the first point of contact for potential clients. You will gather, process, and route client information, maintaining clear communication with clients and internal teams.

Proficiency in Microsoft Office and experience with case management systems are preferred. The role requires bilingual English/Spanish capabilities, strong organizational skills, and the ability to manage a heavy workload in a fast-paced office

Qualifications

• High school diploma or GED is required.
• Bilingual (English/Spanish) is required.
• Strong customer service skills are essential.
• Proficient with Microsoft Office (Word, Excel, Outlook).
• Ability to manage a heavy workload in a fast-paced environment.
• Effective verbal and written communication is required.
• Excellent organizational skills and multitasking ability.

Responsibilities

• Monitor and answer calls daily.
• Answer client questions regarding their claim.
• Process new client files for PI/First Party.
• Enter data into case management systems (SmartAdvocate).
• Verify information with clients (insurance, demographics, facts).
• Set up meetings with field reps/attorneys.
• Notify attorneys and managers of file assignments and time-sensitive tasks.
• Follow up with pending leads until retention.
• Coordinate with doctor offices and assist with initial appointments.
• Perform other related duties as assigned.

Skills

Bilingual English/Spanish

Strong customer service

Excellent communication

Multitasking capability

Education

High school diploma or GED

Tools

Microsoft Office (Word, Excel, Outlook)

SmartAdvocate case management

Job description

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 Southern 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, 8:00 am to 5:00 pm, M-F.
• High school/GED diploma required.
• Bilingual (English/Spanish) required.
• Strong customer service skills.
• 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
• Group Medical/Dental/Vision Plans
• Employer-Covered Supplemental Benefits
• 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.