Client Care & Intake Specialist

Kisling, Nestico & Redick, LLC; Fairlawn (OH); On-site; USD 36,000 - 44,000; Full time

Job summary

Kisling, Nestico & Redick, LLC is seeking an administrative intake specialist to create and field client intakes, gather information for new cases, and manage communications with medical providers and clients. The role involves data entry, handling retainer documents, and coordinating with the legal team in a fast-paced law firm setting.

The ideal candidate has experience with high-volume phone work, strong MS Office skills, and the ability to work under pressure while maintaining accuracy and

Qualifications

• 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 preferred.
• Exceptional communication skills.
• Ability to work well under pressure and exercise good judgment.
• Strong attention to detail.
• Strong working knowledge of MS Office Suite.
• Must type 45 wpm with accuracy.
• Teamwork-oriented with no supervisory responsibilities.
• Full-time, 40 hours per week, Monday–Friday with possible overtime.

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 prospective clients meeting 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 appointment availability.
• Follow up calls from medical providers when clients are non-compliant with appointments.
• Consistent communications with clients regarding appointments and with the legal team.

Skills

Excellent communication skills

Attention to detail

Teamwork

Typing 45 wpm

Ability to work under pressure

Education

High School Diploma or GED

Tools

Microsoft Office

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.