SENIOR INTAKE COORDINATOR

Searcy, Denney, Scarola, Barnhart & Shipley, P.A.; West Palm Beach (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

The West Palm Beach office of Searcy, Denney, Scarola, Barnhart & Shipley, P.A. seeks a Sr. Intake Case Specialist who is empathetic, a good listener, and fluent in English and Spanish. The role involves gathering case details, researching potential clients, and coordinating with legal teams to assign new cases.

Qualifications include a high school diploma or GED, 5+ years in legal/medical/insurance claims, and proficiency with Microsoft Office; FileVine experience is preferred.

Qualifications

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

Responsibilities

• Review intake information and prepare intake paperwork in the case management system.
• Conduct internet/external research as needed.
• Perform internal conflict research on potential new cases.
• Decide to accept or turn down a case.
• Coordinate with legal teams to assign new cases for a smooth process.
• Contact potential clients via website, email, and US mail.

Skills

Bilingual English/Spanish

Listening skills

Attention to detail

Education

Associates degree

Tools

Microsoft Office Suite

FileVine

Job description

The West Palm Beach office is seeking a service-oriented Sr. Intake Case Specialist who is empathetic, possesses excellent listening skills, and is proficient in both English and Spanish.

• Review the preliminary information from the Intake Coordinator and work with the potential client to gather all the circumstances and details related to the potential case. Prepare the potential client’s intake paperwork and input the information in the case management system.
• Conduct internet and external research as needed and appropriate.
• Conduct internal conflict research on all potential new cases.
• Make decision to either accept or turn-down the case.
• Work closely with legal teams in assigning new case to ensure a smooth process.
• Add value to the intake process by providing careful evaluation and appropriate recommendations.
• Contact all potential incoming clients via the firm’s website, email and US mail.
• Meet with all potential client walk-ins.
• Conduct and follow up on potential client intake consultations.
• Follow all firm guidelines and requirements.
• Other duties as assigned.

Education, Qualifications, and Certifications

High school diploma or GED required. Associates degree or higher preferred.

Experience

Five or more years of experience in legal, medical or insurance claims field required.

Experience using Microsoft Office Suite (Word, Excel, etc.) required.

FileVine experience preferred.

Bi-lingual in English and Spanish required.