12 days old

INTAKE COORDINATOR

Searcy, Denney, Scarola, Barnhart & Shipley, P.A.
West Palm Beach, FL 33409
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  • Job Code
    160813081

The West Palm Beach office is seeking a service-oriented Client Case Coordinator Assistant who is empathetic and detail-oriented, possesses excellent listening skills, and is proficient in both English and Spanish. As the first very point of contact for our potential clients, you are responsible for the first impression of our Firm.

  • Handle all incoming phone calls from potential clients, referral sources and other teams in the firm involving new potential cases.
  • Contact all potential incoming clients via the firm's website, email and US mail.
  • Meet with all potential client walk-ins.
  • Follow up with potential clients to schedule appointments/consultations.
  • Prepare the potential client's intake paperwork and input the information in our case management system.
  • Ensure that every potential client and referral sources is accurately documented in our case management system in a timely fashion.
  • Accurately transcribe intake memos.
  • Accurately open new cases in a timely fashion.
  • Ensure the Intake Coordinators, Paralegals and Attorneys have established contact with the potential client.
  • Proofread documents and prepare correspondence.
  • Conduct internet research, as needed.
  • Other duties as assigned.


Education, Qualifications, and Certifications

High school diploma or GED required.

Experience

One or more years of experience in legal, medical or insurance claims field preferred.

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

FileVine experience preferred.

Bi-lingual in English and Spanish required.

Knowledge and Abilities

Knowledge of office practices, procedures, machines, and equipment.

Knowledge of correct English and Spanish usage, spelling and punctuation.

Knowledge of the organization and composition of business letters, minutes, reports, charts, and

numerical and tabular materials.

Knowledge of the techniques of receiving callers, making appointments, giving information, and

explaining instructions and guidelines.

Knowledge of the organization and maintenance of filing systems related to the work.

Knowledge of the application of instructions and guidelines to specific problems arising in the work area.

Knowledge of or ability to learn legal terminology and syntax, and of the content, organization, and format of legal documents and correspondence.

Ability to compose correspondence and reports.

Skilled typing ability and knowledge of personal computers, hardware, software, and related applications and systems.

Ability to maintain composure during stressful situations occurring as a result of client interactions, workloads and/or deadlines.

Ability to communicate effectively and empathetically.

Ability to select and apply references such as dictionaries, legal references, procedures manuals, and computer guides.

Ability to use diplomacy and discretion in giving out information and in referring and directing callers and visitors.

Ability to perform mathematical calculations.

Ability to skillfully operate word processing equipment and/or personal computers.

Ability to transcribe documents from written, oral, or computer-generated formats.

Ability to interpret instructions and guidelines in order to make decisions and take necessary actions.

Ability to determine work priorities.

Working Conditions

Office environment.

Physical Activities & Requirements

Repetitive motion of the wrists, hands and fingers.

Standing for sustained periods of time.

Lift, push or pull up to 25 lbs.





PI160813081

Posted: 2022-01-13 Expires: 2022-02-14

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INTAKE COORDINATOR

Searcy, Denney, Scarola, Barnhart & Shipley, P.A.
West Palm Beach, FL 33409

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