Case Intake Specialist

The Leach Firm P.A.; Winter Park (FL); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a dedicated Case Intake Specialist to manage client onboarding and evaluate incoming claims. This entry-level, full-time role offers the opportunity to engage with clients, ensuring they meet the firm's criteria while maintaining operational efficiency. Ideal candidates will possess outstanding communication skills, empathy, and a proficiency in Spanish. Join a supportive team that values growth and offers competitive benefits, including health insurance and 401(k) matching. This is a fantastic opportunity to start your career in the legal services field.

Benefits

401(k)

401(k) matching

Bonus based on performance

Health insurance

Opportunity for advancement

Vision insurance

Qualifications

• High school diploma required; customer service experience preferred.
• Proficient in Microsoft Office, especially Excel.

Responsibilities

• Evaluate and qualify prospective client inquiries and phone calls.
• Supervise new client onboarding and manage current client files.

Skills

Outstanding communication skills

Empathy

Customer service experience

CRM software experience

Spanish language proficiency

Education

High school diploma or equivalent

Tools

Microsoft Office

Case management software

Job description

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Position Summary

The legal intake specialist receives and qualifies new and prospective clients for The Firm. Responsible for managing the processes of onboarding new clients and evaluating incoming streams of claims and potential clients both on the phone and in person.

Essential Duties And Responsibilities

The essential functions include, but are not limited to the following:

• Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they fit within the firm’s criteria.
• Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload.
• Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently.
• Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency.

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Health insurance
• Opportunity for advancement
• Vision insurance
• MUST BE ABLE TO SPEAK SPANISH***

Minimum Qualifications (Knowledge, Skills, And Abilities)

• High school diploma or equivalent required
• Previous customer service or sales experience preferred
• Outstanding communication skills and sense of empathy
• CRM and case management software experience a plus
• Proficiency with Microsoft Office, especially Excel
• Solid data entry, spreadsheet management, and computer skills
• Previous legal experience a plus
• Ability to maintain confidentiality in a professional manner

Additional Information

This is an entry-level, full-time position in the Legal Services industry. Referrals increase your chances of interviewing at The Leach Firm P.A. by 2x. Sign in to set job alerts for roles such as Case Manager, Intake Support Specialist, Behavioral Health Care Manager, and Front Desk Medical Receptionist.