Legal Intake Specialist

Olinsky Law Group; Orlando (FL); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Company Paid Holidays

Employee Assistance Program

401k Plan

Dental Insurance

Health Insurance

Life Insurance

Vision Insurance

Disability Insurance

Health Savings Account (HSA)

Job summary

Olinsky Law Group in Orlando, FL is looking for a motivated and detail-oriented Intake Specialist. This role involves greeting clients, answering calls, and managing the intake process for legal cases.

Ideal candidates should have an Associate Degree or Paralegal Certificate and customer service experience. Key responsibilities include assisting in case management and maintaining the confidentiality of client information.

Qualifications

• Customer Service experience strongly desired.
• Proficiency in Microsoft Office Outlook and MS Word required.
• Knowledge of a multi-line telephone system and excellent typing skills.

Responsibilities

• Greet clients and visitors in a professional manner.
• Answer calls from clients and field their questions.
• Perform client intakes at all levels of the legal process.
• Assist in processing and managing cases through the intake process.
• Maintain confidentiality and adhere to firm policies.

Skills

Customer Service

Data Entry

Communication Skills

Multitasking

Proficiency in MS Office

Salesforce

Education

Associate Degree or Paralegal Certificate

Tools

Litify

Microsoft Office Outlook

MS Word

Job description

At Olinsky Law Group, we're more than just a place to work. We're a team that values collaboration, growth, and professional development. Guided by our core values of We Care Deeply, We Work Hard, and We Win Together, we're committed to supporting both our clients and one another.

As a Social Security Disability law firm, we're seeking a motivated, detail-oriented individual who is eager to make a meaningful impact while building a rewarding career with us.

Are you ready to take the next step in your career?

The Intake Specialist is the first point of contact for clients and potential clients and is an integral part of managing legal cases throughout the litigation process.

Responsibilities:

• Greet clients and visitors in a professional and courteous manner
• Answer calls from clients and potential clients and field their questions
• Perform client intakes at all levels of the legal process
• Make calls to clients to assist them in completing their intake process
• Assist in processing, maintaining, and managing of cases through the intake process
• Assist in maintaining the case management database, Litify, (Salesforce)
• Maintain confidentiality and adhere to firm policies and procedures
• Assist with filing, scanning, and organizing documents as needed

Education & Experience Required:

• Associate Degree or Paralegal Certificate
• Customer Service experience strongly desired
• Proficiency in Microsoft Office Outlook and MS Word required
• Salesforce and/or Litify experience a plus

Additional Expectations:

• Knowledge of a multi-line telephone system, proficiency on computers, and excellent data
• entry and typing skills
• Excellent verbal and written communication skills, including ability to communicate professionally
• with peers and clients
• Self-starter with the ability to work independently as well as part of a team
• Ability to work in a team environment and multitask
• Ability to problem-solve
• Extremely well organized
• Deadline focused, strong attention to detail with high level of accuracy

Work Location:

We are currently seeking a candidate to work in our Orlando, FL office.

Benefits:

• Paid Time Off (PTO)
• Company Paid Holidays
• Employee Assistance Program
• 401k Plan (Roth & Pre-Tax)
• Dental Insurance
• Health Insurance
• Life Insurance
• Vision Insurance
• Short- & Long-Term Disability Insurance
• Health Savings Account (HSA)