ERISA Intake Specialist — Client Advocate & Admin Pro

SAN JOAQUIN COLLEGE OF LAW; Fresno (CA); Hybrid; USD 36,000 - 48,000; Full time

Job summary

ERISA Law Center in Fresno, CA is seeking an Intake Specialist/Clerk to serve as the first point of contact for clients, conduct detailed intake interviews, gather case information, and accurately enter data into case management systems. The role requires handling calls, scheduling, and maintaining organized files with a focus on professionalism and confidentiality.

The position emphasizes strong communication skills, reliability, and the ability to balance multiple tasks in a fast-paced

Qualifications

• Strong communication and interpersonal skills to interact effectively with clients, attorneys, and staff.
• Client intake and customer service abilities to manage inquiries, collect detailed information, and provide a professional, empathetic client experience.
• Basic understanding of insurance and benefits-related terminology or willingness to learn ERISA-related concepts.
• Proficiency with Microsoft 365 Office Suite, general office software, case management or CRM systems, and accurate data entry skills.
• Excellent organizational skills, attention to detail, and ability to manage multiple tasks in a fast-paced environment.
• Prior experience in a law office, medical office, or insurance-related setting preferred but not necessary.
• High school diploma or equivalent required; additional coursework or training in legal studies, business, or office administration is a plus.
• Ability to maintain confidentiality, follow procedures, and uphold professional ethics at all times.
• Valid driver’s license and access to a reliable vehicle required.
• Job type: Ideally full-time. However, the firm is willing to work around college schedules to a reasonable extent.
• Schedule: Monday through Friday; eight hours per day, or as close to that as possible.
• Location: This is an in-office position in Fresno, CA.

Responsibilities

• Answer phone calls is a top priority, so the candidate must be comfortable spending a significant portion of the workday on the phone.
• Conduct detailed client intake interviews and gather preliminary case information.
• Enter information into case management systems accurately and timely.
• Schedule appointments and route calls and messages.
• Handle mail and maintain organized electronic and physical client files and records.
• Request medical records for cases and follow up on those requests through receipt.
• Coordinate with medical offices when needed and run office-related errands.
• Help keep the office and shared work areas organized and presentable, including scanning and shredding closed files and maintaining kitchen order.
• Support attorneys and staff with general administrative tasks to keep operations running smoothly.

Skills

Strong communication

Interpersonal skills

Client intake

Data entry

Organizational skills

Phone etiquette

Confidentiality

Education

High school diploma or equivalent

Tools

Microsoft 365 Office Suite

Job description

ERISA Law Center in Fresno, CA is seeking an Intake Specialist/Clerk to serve as the first point of contact for clients, conduct detailed intake interviews, gather case information, and accurately enter data into case management systems. The role requires handling calls, scheduling, and maintaining organized files with a focus on professionalism and confidentiality.

The position emphasizes strong communication skills, reliability, and the ability to balance multiple tasks in a fast-paced