Bilingual Intake Specialist - Legal & Client Onboarding

Searcy Denney Scarola Barnhart & Shipley, PA; West Palm Beach (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Searcy Denney Scarola Barnhart & Shipley, PA in West Palm Beach seeks a Sr. Intake Case Specialist who is empathetic, fluent in English and Spanish, and service-oriented to manage potential client intake.

You will review information, prepare intake paperwork, input data into the case management system, and support the legal teams in case assignments.

Ideal candidates have 5+ years in legal/medical/insurance claims, strong Microsoft Office skills, and FileVine experience.

Qualifications

• High school diploma or GED required; associates degree or higher preferred.
• Five or more years of experience in legal, medical or insurance claims fields required.
• Experience using Microsoft Office Suite (Word, Excel, etc.) required.
• FileVine experience preferred.
• Bi-lingual in English and Spanish required.

Responsibilities

• Review intake information with the potential client and prepare intake paperwork.
• Input information into the case management system.
• Conduct internet and external research as needed.
• Assess potential new cases and decide to accept or turn down.
• Collaborate with legal teams to assign new cases and ensure smooth processing.
• Contact potential clients via the firm's website, email and US mail.
• Meet with walk-in clients and conduct intake consultations.
• Follow all firm guidelines and requirements.
• Other duties as assigned.

Skills

Bilingual English/Spanish

Intake experience

Customer service

Education

High School Diploma or GED

Associates degree or higher preferred

Tools

Microsoft Office Suite

FileVine

Job description

Searcy Denney Scarola Barnhart & Shipley, PA in West Palm Beach seeks a Sr. Intake Case Specialist who is empathetic, fluent in English and Spanish, and service-oriented to manage potential client intake.

You will review information, prepare intake paperwork, input data into the case management system, and support the legal teams in case assignments.

Ideal candidates have 5+ years in legal/medical/insurance claims, strong Microsoft Office skills, and FileVine experience.