Bilingual Intake Specialist - Client Onboarding & Calls

The Law Offices Of Kanner And Pintaluga

Boca Raton (FL)

On-site

USD 34,000 - 48,000

Full time

10 days ago

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Benefits offered by this job

Competitive Wage
Paid Time Off, Holiday, Bereavement, &
401K Retirement Savings Plan with Firm
Employer‑Covered Supplemental Benefits
Voluntary Supplemental Benefits
Annual Performance Reviews

Job summary

The Law Offices Of Kanner And Pintaluga in Boca Raton, FL is seeking a Bilingual Intake Specialist who will be the first contact for potential clients and help gather, process, and distribute client information to the appropriate departments. The role requires comfort with Microsoft Office and strong verbal and written communication.

The position is full-time, 8:00 am to 5:00 pm, Monday to Friday, with opportunities to assist in coordinating meetings with field representatives and attorneys.

Qualifications

  • Full‑time, 8:00 am to 5:00 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.

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

Microsoft Office
Verbal & written communication
Multitasking

Education

High school/GED diploma

Tools

SmartAdvocate

Job description

The Law Offices Of Kanner And Pintaluga in Boca Raton, FL is seeking a Bilingual Intake Specialist who will be the first contact for potential clients and help gather, process, and distribute client information to the appropriate departments. The role requires comfort with Microsoft Office and strong verbal and written communication.

The position is full-time, 8:00 am to 5:00 pm, Monday to Friday, with opportunities to assist in coordinating meetings with field representatives and attorneys.

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