Bilingual Intake Specialist - Client Onboarding

Searcy, Denney, Scarola, Barnhart & Shipley, P.A.; West Palm Beach (FL); On-site; USD 40,000 - 55,000; Full time

Job summary

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

You will be the first point of contact for potential clients, creating a positive first impression for the firm. Responsibilities include handling calls, coordinating intake, entering data into the case management system, coordinating with attorneys and staff, and ensuring timely documentation and

Qualifications

• High school diploma or GED required.
• 1+ year of experience in legal, medical or insurance claims preferred.
• Bi-lingual in English and Spanish required.
• Proficient in Microsoft Office Suite (Word, Excel, etc.). FileVine experience preferred.

Responsibilities

• Handle all incoming calls from potential clients, referral sources and firm teams for new cases.
• Contact potential clients via website, email and US mail.
• Meet with potential client walk-ins.
• Follow up to schedule appointments/consultations.
• Prepare intake paperwork and input data into case management system.
• Document accurately in the case management system in a timely manner.
• Transcribe intake memos accurately.
• Open new cases promptly.
• Ensure contact with potential clients by Intake Coordinators, Paralegals and Attorneys.
• Proofread documents and prepare correspondence.
• Conduct internet research as needed.
• Perform other duties as assigned.

Skills

Listening skills

Empathetic

Detail-oriented

Bilingual English/Spanish

Education

High school diploma or GED

Tools

Microsoft Office

FileVine

Job description

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

You will be the first point of contact for potential clients, creating a positive first impression for the firm. Responsibilities include handling calls, coordinating intake, entering data into the case management system, coordinating with attorneys and staff, and ensuring timely documentation and