INTAKE COORDINATOR

Searcy Denney Scarola Barnhart & Shipley, PA; West Palm Beach (FL); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Competitive salary

Excellent benefits

Job summary

Searcy Denney Scarola Barnhart & Shipley, P.A. in West Palm Beach seeks a service-oriented Intake Coordinator. The role requires bilingual English/Spanish, empathetic listening, and precision in handling client information and case data.

You will be the first point of contact for potential clients, coordinate appointments, and ensure seamless intake processes across the firm. The position emphasizes excellent client service, accurate documentation, and collaboration with paralegals and

Qualifications

• High school diploma or GED required.
• 1+ years in legal/medical/insurance claims preferred.
• Experience with Microsoft Office Suite required.
• FileVine experience preferred.
• Bi-lingual in English and Spanish required.

Responsibilities

• Handle all incoming calls from potential clients, referrals, and firm teams.
• Contact potential clients via website, email and mail.
• Meet with walk-in potential clients.
• Follow up to schedule appointments/consultations.
• Prepare intake paperwork and input data into the case management system.
• Ensure accurate documentation for potential clients and referrals.
• Transcribe intake memos accurately.
• Open new cases and ensure timely contact with clients.
• Proofread documents and prepare correspondence.
• Conduct internet research as needed.
• Perform other duties as assigned.

Skills

Bilingual English/Spanish

Customer service

Attention to detail

Listening skills

Microsoft Office

Case management systems

Education

High School diploma or GED

Tools

FileVine

Job description

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.