Intake Specialist

Job Description

REQUIREMENTS

• 1 year of customer service experience
• You lead with warmth but think like an analyst — you can connect with anyone and evaluate everything
• Your organization is airtight and your follow-through is automatic
• You communicate clearly in writing and in person, across every kind of personality
• You stay sharp when priorities shift and the pace picks up
• You’re proficient in MS Word, Excel, and practice management software
• Spanish fluency a strong plus

RESPONSIBILITIES

• Be the first voice potential clients hear — up to 6 phone evaluations daily with empathy, professionalism, and sharp case instincts
• Research claims, spot patterns, and draft concise internal memos that help attorneys move fast and decide smart
• Keep the firm’s CRM, documents, and calendars immaculate — the behind-the-scenes work that makes everything else possible
• Collaborate across teams and step in where needed, including supporting new-hire training

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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