Intake Coordinator

Searcy Law; West Palm Beach (FL); On-site; USD 36,000 - 52,000; 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 who will be the firm’s first impression for potential clients. You will handle inbound calls, website inquiries, and walk-ins with empathy and attention to detail.

Bilingual in English and Spanish, you will input intake data into the case management system, open new files promptly, and coordinate with paralegals and attorneys to ensure smooth intake and scheduling.

Qualifications

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

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

Listening skills

Detail oriented

Microsoft Office proficiency

Education

High school diploma or GED

Tools

FileVine

Microsoft Word

Microsoft Excel

Job 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.