Intake Coordinator

Ultimate Staffing; West Palm Beach (FL); On-site; USD 32,000 - 34,000; Full time

Benefits offered by this job

Health, Vision, and Dental covered

401k matching

Yearly bonuses

Profit sharing options

Job summary

Ultimate Staffing partners with a nationally recognized law firm in West Palm Beach, FL to recruit a service-oriented Intake Coordinator who is empathetic, detail oriented, and fluent in English and Spanish.

The role involves handling all incoming calls, meeting with potential clients, and preparing intake paperwork, with Monday–Friday 8am–5pm shifts and profit sharing options.

Qualifications

• 1+ years of experience in legal, medical or insurance claims preferred.
• Bilingual in English and Spanish required.
• Proficient with Microsoft Office Suite (Word, Excel, etc.).

Responsibilities

• Handle all incoming calls from potential clients and referral sources.
• Contact potential clients via firm website, email and mail.
• Meet with potential clients and follow up to schedule appointments.
• Prepare intake paperwork and input data into case management system.
• Ensure accurate documentation in the case management system in a timely fashion.
• Transcribe intake memos and open new cases promptly.
• Coordinate with attorneys and paralegals to establish client contact.
• Proofread documents and prepare correspondence.
• Conduct internet research as needed.
• Work Monday to Friday, 8am-5pm with 30-minute lunch; profit sharing options.

Skills

Bilingual (English/Spanish)

Tools

Microsoft Office Suite

Job description

Ultimate Staffing is partnered with a nationally recognized law firm in West Palm Beach, FL that has been in business for over 30+ years defending the rights of people injured. We are currently looking for a service-oriented Intake Coordinator who is empathetic and detail oriented, possesses excellent listening skills, and is proficient in both English and Spanish. As the first person of contact for potential clients, you are responsible for the first impression of the Firm. We are looking for a full time Intake Coordinator who is Bilingual Spanish.

Intake Coordinator Location: West Palm Beach, FL

Intake Coordinator Job Functions:

• Handle all incoming phone calls from potential clients, referral sources and other teams in the firm involving new potential cases.
• Contact all potential incoming clients via the firm's website, email and US mail.
• Meet with all potential clients walk-ins.
• Follow up with potential clients to schedule appointments/consultations.
• Prepare the potential client's intake paperwork and input the information in our case management system.
• Ensure that every potential client and referral sources is accurately documented in our case management system in a timely fashion.
• Accurately transcribe intake memos.
• Accurately open new cases in a timely fashion.
• Ensure the Intake Coordinators, Paralegals and Attorneys have established contact with the potential client.
• Proofread documents and prepare correspondence.
• Conduct internet research, as needed.
• Other duties as assigned.
• M-F 8am-5:00pm with a 30-minute lunch.
• Profit sharing options

Intake Coordinator Qualifications:

• One or more years of experience in legal, medical or insurance claims field preferred.
• Medical Front Office experience
• Bi-lingual in English and Spanish required.

Intake Coordinator Compensation:

• $23-25/hr
• 100% Employer covered Health, Vision, and Dental
• 15% Matching 401k
• Yearly bonuses
• Profit sharing options

Ultimate Staffing is partnered with a nationally recognized law firm in West Palm Beach, FL that has been in business for over 30+ years defending the rights of people injured. We are currently looking for a service-oriented Intake Coordinator who is empathetic and detail oriented, possesses excellent listening skills, and is proficient in both English and Spanish. As the first person of contact for potential clients, you are responsible for the first impression of the Firm. We are looking for a full time Intake Coordinator who is Bilingual Spanish.

Intake Coordinator Location: West Palm Beach, FL

Intake Coordinator Job Functions:

• Handle all incoming phone calls from potential clients, referral sources and other teams in the firm involving new potential cases.
• Contact all potential incoming clients via the firm's website, email and US mail.
• Meet with all potential clients walk-ins.
• Follow up with potential clients to schedule appointments/consultations.
• Prepare the potential client's intake paperwork and input the information in our case management system.
• Ensure that every potential client and referral sources is accurately documented in our case management system in a timely fashion.
• Accurately transcribe intake memos.
• Accurately open new cases in a timely fashion.
• Ensure the Intake Coordinators, Paralegals and Attorneys have established contact with the potential client.
• Proofread documents and prepare correspondence.
• Conduct internet research, as needed.
• Other duties as assigned.
• M-F 8am-5:00pm with a 30-minute lunch.
• Profit sharing options

Intake Coordinator Qualifications:

• One or more years of experience in legal, medical or insurance claims field preferred.
• Experience using Microsoft Office Suite (Word, Excel, etc.) required.
• Medical Front Office experience
• Bi-lingual in English and Spanish required.

Intake Coordinator Compensation:

• $23-25/hr
• 100% Employer covered Health, Vision, and Dental
• 15% Matching 401k
• Yearly bonuses
• Profit sharing options

Desired Skills and Experience

• Handle all incoming phone calls from potential clients, referral sources and other teams in the firm involving new potential cases.
• Contact all potential incoming clients via the firm's website, email and US mail.
• Meet with all potential clients walk-ins.
• Follow up with potential clients to schedule appointments/consultations.
• Prepare the potential client's intake paperwork and input the information in our case management system.
• Ensure that every potential client and referral sources is accurately documented in our case management system in a timely fashion.
• Accurately transcribe intake memos.
• Accurately open new cases in a timely fashion.
• Ensure the Intake Coordinators, Paralegals and Attorneys have established contact with the potential client.
• Proofread documents and prepare correspondence.
• Conduct internet research, as needed.
• Other duties as assigned.
• M-F 8am-5:00pm with a 30-minute lunch.

Intake Coordinator Qualifications:

• One or more years of experience in legal, medical or insurance claims field preferred.
• Experience using Microsoft Office Suite (Word, Excel, etc.) required.
• Medical Front Office experience
• Bi-lingual in English and Spanish required.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ord