INTAKE COORDINATOR

Searcy Denney Scarola Barnhart & Shipley PA; West Palm Beach (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

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

As the first point of contact for potential clients, you will answer calls, respond to inquiries, and schedule consultations, ensuring timely intake and data entry. Proficiency in Microsoft Office is required; FileVine experience is a plus.

Qualifications

• High school diploma or GED required.
• 1+ year in legal, medical, or insurance claims preferred.
• Bi-lingual in English and Spanish required.
• Proficient in Microsoft Office Suite.

Responsibilities

• Handle all incoming phone calls and inquiries from potential clients, referrals, and teams.
• Contact potential clients via website, email, and US mail.
• Meet with potential client walk-ins and schedule consultations.
• Prepare intake paperwork and input data into the case management system.
• Ensure accurate documentation of all potential clients and referrals in the system.
• Transcribe intake memos accurately and open new cases promptly.
• Coordinate with Intake Coordinators, Paralegals, and Attorneys to establish contact with clients.
• Proofread documents and prepare correspondence.
• Conduct internet research as needed.
• Other duties as assigned.

Skills

Bilingual English/Spanish

Excellent listening skills

Detail-oriented

Microsoft Office proficiency

FileVine experience

Education

High school diploma or GED

Tools

Microsoft Office Suite

FileVine

Job description

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.