Client Care & Intake Specialist

Knrlegal; Fairlawn (OH); On-site; USD 32,000 - 42,000; Full time

Job summary

Knrlegal in Ohio is seeking an organized Intake Specialist to create and field client intakes and manage case information using our case management system. The role includes handling retainer agreements, data entry, and coordinating with medical providers and clients.

The position emphasizes accurate data handling, high-volume phone work, and strong teamwork within a full-time Monday–Friday schedule; some overtime may be required to meet project needs.

Qualifications

• Exceptional communication skills.
• Ability to work well under pressure and exercise good judgment.
• Strong attention to detail.
• Must type 45 wpm with accuracy.
• Must work well in a team atmosphere.

Responsibilities

• Create and field client intakes.
• Collect and record information from potential clients and open cases in case management software.
• Send and receive retainer agreements for perspective clients who meet the specific criteria.
• Maintain data entry requirements by following data program techniques and procedures.
• Regular, consistent, punctual attendance.
• Follow-up on intakes (as needed).
• Placing outbound calls.
• Contact with medical providers and clients regarding availability of doctor appointments.
• Follow up calls from medical providers when clients are non-compliant with appointments.
• Consistent and regular communications with clients regarding appointments and with the legal team.

Skills

Communication

Attention to detail

Teamwork

Under pressure

Typing speed

MS Office

Lifting 20 lbs

Education

High School Diploma or GED

Tools

MS Office Suite

Job description

Description

• Create and field client intakes
• Collect and record information from potential clients and open cases in case management software
• Send and receive retainer agreements for perspective clients who meet the specific criteria.
• Maintain data entry requirements by following data program techniques and procedures
  • Verify entered data by reviewing, correcting, deleting, or re-entering information
  • Combine data from multiple systems
• Regular, consistent, punctual attendance
• Follow-up on intakes (as needed)
• Placing outbound calls
• Contact with medical providers and clients regarding availability of doctor appointments
• Follow up calls from medical providers when clients are non-compliant with appointments
• Consistent and regular communications with clients regarding appointments
• Consistent and regular communications with legal team regarding clients

Requirements

• Understanding of general legal procedures and business practices
• Standard clerical and general office administration procedures
• High volume phones, call center and/or law firm experience is preferred
• Exceptional communication skills
• Ability to work well under pressure and to exercise good judgment
• Strong attention to detail
• Strong working knowledge of MS Office Suite
• Must work well in a team atmosphere
• Ability to lift a minimum of twenty pounds
• High School Diploma or GED required
• Must type 45 wpm with accuracy
• No Supervisor responsibility
• This is a full time position, standard hours Monday - Friday of 40 hours per week. Some overtime, as necessary based upon projects.