Client Intake Analyst

Jacobyandmeyers; Los Angeles, Northern (CA, KY); Hybrid; USD 29,000 - 44,000; Full time

Benefits offered by this job

Flexible Schedules

Health Insurance

401(k) with Company Match

Remote Positions

Job summary

Jacoby & Meyers seeks a smart and determined Client Intake Analyst to join our growing team. Fully remote role supporting case management and vendor relations in a fast-paced environment.

You will monitor client queues, coordinate outreach with vendors, handle credit/refund requests, and maintain data integrity in ACT, ensuring timely and compliant file closure.

Qualifications

• 1–3 years of experience in legal intake, onboarding, or administrative case management.
• Hands-on experience with CRM or legal case management software.
• Professional written and verbal communication for frequent vendor correspondence.
• Strong organizational skills with ability to track deadlines and SOPs.
• Ability to evaluate case eligibility against contractual deadlines.

Responsibilities

• Serve as liaison between Case Management teams and external vendors.
• Monitor MIA client queues and coordinate outreach with vendors.
• Manage credit/refund requests within contractual timelines.
• Generate drop documentation and maintain ACT data integrity.
• Update case statuses and history notes; ensure timely file closure.

Skills

Vendor relations

Client intake

CRM software

Organizational skills

Communication skills

Tools

Case management software

Job description

Do you want to LOVE where you work and get full training to do it?

Jacoby & Meyers is the nation's preeminent law firm protecting consumers since 1972. We are currently seeking a smart and determined Client Intake Analyst to join our growing team. At Jacoby & Meyers, every single employee gets to make an impact. Our values guide the way we work with each other. It's a culture where you have the freedom to experiment and push your talents as far as they can go.

Job Title: Client Intake Analyst

Type of Position: Full Time

Location: Fully Remote

Pay: $21- $32/hr

Job Description:

In this role, you will serve as the primary operational liaison between our Case Management teams (CM/NCC) and external vendors. You will be responsible for monitoring MIA (Missing in Action) client queues, coordinating outreach efforts with vendor partners, managing credit/refund requests within strict contractual timelines, generating drop documentation, and maintaining system data integrity within our case management system (ACT).

Core duties and responsibilities include the following. Other duties may be assigned:

• Vendor Relations & Client Intake Tracking
  • Daily monitoring of client intake queues and case management groups for clients flagged as non-responsive or "MIA Client".
  • Conduct daily communications with client intake vendors using standardized outreach templates to request client contact assistance and facilitate warm-transfers back to Case Managers.
  • Update case system statuses and log all communications in case history.
• Credit Requests & Refund Management
  • Evaluate non-responsive cases and post-48-hour invalid cases to verify eligibility for refund or credit requests based on vendor timelines.
  • Coordinate drop approvals through executive drop review and Case Handlers.
  • Submit credit requests directly to vendors via their required submission protocols and track status updates ("Credit Requested", "Approved", or "Denied").
• File Closing & Drop Documentation
  • Monitor pending drop groups to ensure Case Handlers log required drop letters within 24 hours of notification.
  • Draft, verify, and send formal client drop letters.
  • Upload and save final "sent" versions of drop letters directly into the client’s ACT file.
  • Update history notes, drop dates, drop reasons, and update final case stages to formally close files in ACT.

Key Performance Indicators (KPIs)

• Timely initial vendor notification upon receiving MIA or Credit Requested status triggers.
• On-time submission and successful processing of eligible credit/refund requests.
• 100% compliance in saving final drop letters and updating all required history/status fields prior to closing files

Requirements:

• 1–3 years of experience in legal intake, client onboarding, vendor relations, or administrative case management.
• Hands-on experience with CRM or legal case management software.
• Professional written and verbal communication skills for frequent vendor correspondence and internal team coordination.
• Exceptional organizational skills with proven ability to track deadlines, manage system status fields, and follow structured SOPs.
• Ability to evaluate case eligibility against contractual deadlines to ensure maximum credit recovery.

What We Offer:

• Flexible Schedules
• Medical, Dental, Vision and Pet Insurance
• 401(k) with Company Match
• Company-paid Life Insurance and AD&D Coverage, Voluntary Life Insurance
• Short-term and Long-term Disability
• Employee Assistance and Travel Assistance Programs
• Paid Time Off, Paid Sick Time, Paid Holidays
• Health FSA and Dependent Care FSA
• Accident Insurance
• Commuter Transportation Incentive
• Cell Phone and Internet Stipend
• Fully-paid parking
• Learning and Development Programs
• Voluntary Critical Illness Insurance
• Remote Positions

About J&M:

Jacoby & Meyers was founded in 1972 with the intention of making the legal system more accessible to the average person. Now, more than 50 years later, we continue to help people get the justice and compensation they deserve. Specializing in all types of accident claims, including automobile, motorcycle, bicycle, Uber/Lyft, or trucking accidents, slip and falls, dog bites, construction accidents and other wrongful conduct, the attorneys at Jacoby & Meyers have recovered over a billion dollars for their clients' personal injury and wrongful death claims caused by the negligence of a third party.

REQUIRED: Resume, Pay Expectation

Jacoby & Meyers is an Equal Opportunity Employer.