Senior Intake Coordinator

Searcy Denney Scarola Barnhart & Shipley, PA; West Palm Beach (FL); Sur place; USD 45 000 - 65 000; Plein temps

Résumé du poste

Searcy Denney Scarola Barnhart & Shipley, PA in West Palm Beach seeks a Sr. Intake Case Specialist who is empathetic, fluent in English and Spanish, and service-oriented to manage potential client intake.

You will review information, prepare intake paperwork, input data into the case management system, and support the legal teams in case assignments.

Ideal candidates have 5+ years in legal/medical/insurance claims, strong Microsoft Office skills, and FileVine experience.

Qualifications

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

Responsabilités

• Review intake information with the potential client and prepare intake paperwork.
• Input information into the case management system.
• Conduct internet and external research as needed.
• Assess potential new cases and decide to accept or turn down.
• Collaborate with legal teams to assign new cases and ensure smooth processing.
• Contact potential clients via the firm's website, email and US mail.
• Meet with walk-in clients and conduct intake consultations.
• Follow all firm guidelines and requirements.
• Other duties as assigned.

Connaissances

Bilingual English/Spanish

Intake experience

Customer service

Formation

High School Diploma or GED

Associates degree or higher preferred

Outils

Microsoft Office Suite

FileVine

Description du poste

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.

Requirements

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.