Bilingual Intake Coordinator: Client Onboarding

Socket.dev; West Palm Beach (FL); On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

Competitive salary

Excellent benefits

Job summary

Searcy Denney Scarola Barnhart & Shipley, P.A. in West Palm Beach seeks a service-oriented Intake Coordinator who is empathetic, detail-oriented, and fluent in English and Spanish.

You will be the firm’s first point of contact for potential clients, handling calls, inquiries, and scheduling consultations. Responsibilities include intake paperwork, input into the case management system, accurate documentation, memos, and opening new cases promptly.

Qualifications

• High school diploma or GED required.
• One or more years in legal, medical, or insurance claims preferred.
• Bi-lingual in English and Spanish required.

Responsibilities

• Handle all incoming calls from potential clients, referral sources and firm teams regarding new cases.
• Contact potential clients via website, email and US mail.
• Meet with potential client walk-ins and follow up to schedule consultations.
• Prepare intake paperwork and input information into the case management system.
• Ensure accurate documentation in the case management system in a timely fashion.
• Accurately transcribe intake memos and open new cases quickly.
• Maintain contact between intake coordinators, paralegals and attorneys.
• Proofread documents and prepare correspondence.
• Conduct internet research as needed.
• Perform other duties as assigned.

Skills

Bilingual EN/ES

Active listening

Education

High School Diploma / GED

Tools

Microsoft Office

FileVine

Job description

Searcy Denney Scarola Barnhart & Shipley, P.A. in West Palm Beach seeks a service-oriented Intake Coordinator who is empathetic, detail-oriented, and fluent in English and Spanish.

You will be the firm’s first point of contact for potential clients, handling calls, inquiries, and scheduling consultations. Responsibilities include intake paperwork, input into the case management system, accurate documentation, memos, and opening new cases promptly.