Intake Specialist

Staffmark Group; Tucson (AZ); Sur place; USD 25 000 - 32 000; Plein temps

Avantages offerts par ce poste

Weekly pay

Medical, dental, and vision benefits

Life Insurance

Disability Insurance

401(k) Plan

Growth opportunities

Résumé du poste

Staffmark Group in Tucson, AZ is hiring an Intake Specialist to serve as the first point of contact for prospective and returning clients, managing the entire intake process with accuracy and discretion.

The role involves conducting intake interviews, gathering information on matters such as estate planning and probate, creating detailed notes, and entering data in Clio while maintaining strict confidentiality.

Qualifications

• 3+ years of customer-facing experience
• Experience with confidential information in a professional setting
• Strong verbal and written communication skills

Responsabilités

• Serve as first point of contact for clients
• Respond to inquiries by phone and email
• Conduct intake interviews and gather information for estate planning, probate, guardianship, etc.
• Create detailed intake notes for attorney review
• Enter and maintain client records in Clio
• Perform conflict checks and organize electronic files
• Schedule consultations and coordinate calendars
• Send intake forms and information to clients
• Monitor pending matters and update attorneys
• Provide front desk support as needed

Connaissances

Customer service

Data entry

Communication

Typing

Confidentiality

Formation

High school diploma

Outils

Clio

Description du poste

Now hiring for a Intake Specialist

Location: Tucson, AZ

Pay Rate: $18.00 - $23.00 per hour

Schedule: 8am-5pm Monday-Friday

Put in the Work, Reap the Rewards: Intake Specialists Wanted.

Looking for Intake Specialist jobs in Tucson where your skills can make a real impact? This opportunity offers the chance to contribute to a growing team, develop your experience, and build a rewarding career in a professional work environment.

The intake specialist serves as the first point of contact for potential and returning clients and is responsible for managing the entire intake process.

Job Duties

• Serve as the first point of contact for prospective and existing clients.
• Respond promptly to client inquiries by phone and email.
• Conduct intake interviews and gather information related to estate planning, trust administration, probate, guardianship, and conservatorship matters.
• Create detailed intake notes for attorney review.
• Enter and maintain accurate client records within the Clio case management system.
• Perform conflict checks and create organized electronic client files.
• Schedule consultations and coordinate attorney calendars, conference rooms, and appointment confirmations.
• Send intake forms, questionnaires, and consultation information to clients.
• Monitor pending client matters and communicate updates with attorneys.
• Maintain strict confidentiality of sensitive client and case information.
• Provide front desk and reception support during lunch coverage and as needed

Education Requirements

• High school diploma, GED, or equivalent required.
• Additional administrative, legal, or customer service training is a plus.
• Spanish-speaking ability is preferred but not required.

Experience Requirements

• Minimum of 3 years of customer-facing phone, intake, call center, receptionist, or client service experience required.
• Previous experience in a professional environment requiring confidentiality and discretion.
• Legal office, law firm, estate planning, probate, or administrative experience preferred.
• Strong customer service and relationship-building skills.
• Excellent verbal and written communication abilities.
• Strong computer, data entry, and typing skills.
• High attention to detail with excellent organizational and multitasking abilities.
• Ability to pass a criminal background check.

Physical Capabilities

• Ability to sit and work at a computer for extended periods.
• Ability to communicate effectively by phone, email, and in person.
• Ability to manage multiple tasks and priorities in a fast-paced office environment.
• Ability to provide front desk coverage as needed.

Benefits

• Competitive Weekly Pay
• Comprehensive Benefits including medical, dental, and vision coverage.
• Life Insurance and Disability Insurance for added peace of mind.
• Optional 401(k) Plan to help you prepare for the future.
• Opportunities for Growth through a variety of assignments with leading employers.

Marvin's Take? Fast and Straightforward

"They get you on the job fast." - Marvin, Staffmark Associate

About Us

At Staffmark, we connect hardworking people with great companies, creating opportunities that make a lasting impact.

Staffmark is an equal opportunity employer. Allapplicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status, or any other legally protected status. Staffmark offers reasonable accommodations for qualified individuals with disabilities; contact your local branch for inquiries. Staffmark is an E-Verify employer. See our Privacy Notice for Candidates and Employees/Contractors at https://smgroupna.com/privacy-notice-for-candidates-and-employees-contractors. By applying, you consent to receive AI-generated and non-AI-generated calls, texts, or emails from Staffmark Group, its affiliates, and partners. Frequency varies and message/data rates may apply. Reply STOP to cancel or HELP for help.