INTAKE COORDINATOR

Searcy, Denney, Scarola, Barnhart & Shipley, P.A.; West Palm Beach (FL); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Excellent benefits

Job summary

Searcy Denney Scarola Barnhart & Shipley, P.A. in West Palm Beach seeks a service-oriented Intake Coordinator who is empathetic, detail-oriented, and fluent in English and Spanish.

You will be the first point of contact for potential clients, responsible for creating a positive first impression for our firm. Responsibilities include handling calls, initiating contact via web and mail, meeting walk-ins, coordinating appointments, and entering data into the case management system.

Qualifications

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

Responsibilities

• 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 client 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.

Skills

Bilingual English/Spanish

Excellent listening skills

Detail-oriented

Service-oriented

Microsoft Office proficiency

Education

High school diploma or GED

Tools

Microsoft Office Suite

Case management system

FileVine

Job description

About this position

Description: Competitive salary! Excellent benefits!

Searcy Denney Scarola Barnhart & Shipley, P.A. (www.SearcyLaw.com) is a nationally recognized trial law firm committed to protecting and defending the rights of people injured through negligence, improper conduct, deceit or abuse of power. The firm has represented clients in courtrooms throughout Florida and across the nation, for over 40 years.

The West Palm Beach office is seeking 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 very point of contact for our potential clients, you are responsible for the first impression of our Firm.

• 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 client 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.

Requirements

Education, Qualifications, and Certifications

High school diploma or GED required.

Experience

One or more years of experience in legal, medical or insurance claims field preferred.

Experience using Microsoft Office Suite (Word, Excel, etc.) required.

FileVine experience preferred.

Bi-lingual in English and Spanish required.