INTAKE COORDINATOR

Searcy, Denney, Scarola, Barnhart & Shipley, P.A.; West Palm Beach (FL); On-site; USD 40,000 - 55,000; Full time

Job summary

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

You will be the first point of contact for potential clients, creating a positive first impression for the firm. Responsibilities include handling calls, coordinating intake, entering data into the case management system, coordinating with attorneys and staff, and ensuring timely documentation and

Qualifications

• High school diploma or GED required.
• 1+ year of experience in legal, medical or insurance claims preferred.
• Bi-lingual in English and Spanish required.
• Proficient in Microsoft Office Suite (Word, Excel, etc.). FileVine experience preferred.

Responsibilities

• Handle all incoming calls from potential clients, referral sources and firm teams for new cases.
• Contact potential clients via website, email and US mail.
• Meet with potential client walk-ins.
• Follow up to schedule appointments/consultations.
• Prepare intake paperwork and input data into case management system.
• Document accurately in the case management system in a timely manner.
• Transcribe intake memos accurately.
• Open new cases promptly.
• Ensure contact with potential clients by Intake Coordinators, Paralegals and Attorneys.
• Proofread documents and prepare correspondence.
• Conduct internet research as needed.
• Perform other duties as assigned.

Skills

Listening skills

Empathetic

Detail-oriented

Bilingual English/Spanish

Education

High school diploma or GED

Tools

Microsoft Office

FileVine

Job description

The West Palm Beach office is seeking a service-oriented Client Case Coordinator Assistant 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.