legal intake specialist job description

They assist with registration and admissions, record patient information and provide administrative support for other medical professionals. With all that going on, it's amazing that she gets any time to write about her thoughts on securing the dream job. This candidate is great on the phone, naturally cheerful, and a compassionate and empathetic listener. New clients are usually not introduced to your law firm until after they have signed on. Tell us what *you* think of our resources and what youd like to see here in 2023. Legal Intake Specialist - Now Hiring Today Full-time, Part-time Dallas, TX 75263 Apply Now Similar jobs in Dallas, TX Legal Aid of NorthWest Texas Intake Specialist - Hybrid Remote Est. I am writing in regards to the open position for an Intake Specialist at your company. Our growing law firm needs a highly-organized legal administrative assistant to intake commercial collections and subrogation cases. During the client intake process, show that you are listening to your future clients and that you are also making the process as simple as possible for them. 130 S. Orange Ave, Suite 204Orlando, FL 32801 407.872.1521. The ideal candidate will have excellent customer service skills, strong written and verbal communication skills, and the ability to multitask and prioritize in a fast-paced environment. Post this job for free So, lets learn more about the Intake Specialist Job Description and what it entails. They often work in healthcare facilities, mental health institutions and law firms as well as other institutions in which new clients are a regular occurrence. Organizations should take their time when considering applicants and thoroughly evaluate each candidates qualifications and experience against their organizations needs. Next, weve got ourMedical Coder Job Description, ourMedical Biller Job Description, ourMedical Director Job Description, and the most commonMedical Receptionist Interview Questions, including the BestCompanies That Hire For Medical Coding Jobsand the BestCompanies That Hire For Medical Billing Jobs. Legal intake specialists will need to stay up-to-date on these developments to keep their skills relevant and maintain a competitive advantage in the workplace. List the three (3) most recent jobs and activities, which indicate your qualifications including military service, schooling, part-time employment while in school, employment and periods of unemployment for the past seven (7) years. Utilizing Medical Litigation and Sales force database to add new clients and input accurate information received from clients. Legal intake specialists often work with clients over the phone or in person, so customer service skills can help you communicate with clients and answer their questions. Recruiting firms can provide access to a larger talent pool and will do all the work of identifying qualified candidates, performing background checks, and evaluating resumes so you can focus on making the best hire for your organization. to join our team and welcome patients to our medical facility while helping process them before their scheduled appointments. To explore salary ranges by local market, please visit our sister sitezengig.com. You should also possess basic computer skills, including proficiency in Microsoft Office, and familiarity with database management systems would be an advantage. Knowledge and experience with principles, policies, practice concepts and regulations of mental health prevention and treatment programs. You'll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening, and surveying for potential cases, and helping our lawyers manage their meetings. An Intake Specialist will have a variety of duties depending on where they work, but they typically focus on greeting patients, answering phone calls and completing administrative tasks throughout the day. This template has been written for the ideal Related: 25 Legal Intake Specialist Interview Questions and Answers. We really are different, and thats something we dont mind bragging about! A legal career can be rewarding in many ways. Intake specialists ask a variety of questions to obtain the patient's medical history, physical and mental state, special requirements and needs. Build rapport and maintain relationships with represented merchandisers, Able to multi-task, prioritize and flexible with changing business requirements, Demonstrated professionalism in telephone and front-desk reception within a high- volume environment, Oversee client payments and respond to client inquiries on a daily basis. Intake Specialist responsibilities include greeting patients, recording personal details and gathering medical histories before the patients appointment. To apply for this position, please submit your resume and cover letter detailing your experience working as an intake specialist. Here are the two we recommend for an intake specialist opening: CareerBuilder has been a trusted source for hiring since 1995. An intake specialist is a professional in the medical field that is the first point of contact with patients and or with their families to assess their service requirements. Support specialists work with end-users of software and systems to provide technical support and assistance for their software, hardware, or technical problems including connection, slow performance, inability to access data, or inefficient programs. View the job description, responsibilities and qualifications for this position. It is also important to consider how you will become a lawyer. Below is more information about the requirements, qualifications and job descriptions associated with the Legal Intake Specialists job opening. Your best option may be to advertise your opening on a proven job board. Legal intake specialists are responsible for gathering information from clients who have legal issues. Demonstrates excellent customer service skills and the ability to calm patients or clients who may be distraught. Many law firms encourage their employees to take night classes or pursue online degrees in law. Tell us what *you* think of our resources and what youd like to see here in 2023. Position: Legal Intake Specialist - DIRECT HIRE! Here is everything you need to know about creating a strong client intake process for your law firm, including an overview of the client intake stages, some best practices, and thoughts around online and automated client intake processes. Encourage your internal team to promote job openings to their network by offering cash and other incentives. Legal Specialist Resume Objective : Intelligent mental health student with exceptional people skills, quick aptitude for learning, and highly motivated. They must also be able to deal with difficult clients and handle sensitive information with discretion. The Role of Language in Legal Practice Core skills are required for most of the legal positions. The technical storage or access that is used exclusively for statistical purposes. Youll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding ABC Company, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. In summary, as an intake specialist, your goal is to make sure that clients receive the best possible care by providing guidance, support, and access to critical resources. The technical storage or access that is used exclusively for anonymous statistical purposes. Please fill out the entire application to the best of your ability. JOB DESCRIPTION: Singleton Schreiber, LLP is seeking an Intake Specialist to work on our fast-growing team. Made with in California 2023. About back Testimonials Employment FAQ Services Integrations Contact Client LoginRequest A Quote Sales(800) 538-7460 Those who have earned at least Bachelors degrees and who have several years experience can earn up to $60,000 per year. View the job description, responsibilities and qualifications for this position. You will be the first point of contact for individuals seeking services or products from our organization. An Intake Coordinator is a professional who serves as the first point of contact for all patients at a medical facility. Identify and Include Relevant Keywords. have hired successfully with this template on WizeHire. This may include developing skills in data mining or programming. 4 Corner Resources, LLC. With this approach, organizations can be confident they will hire someone capable of meeting the demands and expectations of both their clients and the organization. Follow-ups with prospective clients. Hamilton Law Firm LLC Intake Specialist/Legal Assistant Princeton, NJ If you meet these qualifications and have a passion for helping others, this could be the perfect job opportunity for you! If you are an RN, you can expect a higher salary. Americas: +1 857 990 9675 A legal intake specialist works with lawyers to schedule meetings, coordinate screening surveys, and collect paperwork, and may also work with marketing to support outbound lead generation initiatives. In addition, demand for legal intake specialists is projected to increase as law firms expand their operations and hire more support staff. She often uses these to introduce clients to potential employers in a relaxed, informal fashion. Lastly, having experience in the human service field may be seen as beneficial by potential employers when considering applicants who have applied. As experts in patient advocacy, intake specialists assist individuals through every step of the healthcare process while making sure they get the care they need. He or she will be responsible for answering incoming calls, conducting intakes with potential clients, and scheduling appointments. JOB DESCRIPTION: Singleton Schreiber, LLP is seeking an Intake Specialist to work on our fast-growing team. Legal Intake Specialist job opportunities 2023, Legal Intake Specialist Jobs 2023, Legal Intake Specialist job opening 2023, Legal Intake Specialist job vacancies 2023, Legal Intake Specialist job descriptions 2023, Legal Intake Specialist job listing 2023 Law Office of Deidra Haynes job opportunities 2023, Law Office of Deidra Haynes Jobs 2023 . $13.88 - $19.09 If you have worked at a firm, that practices in those areas, you will be given priority as a candidate. See our post on Loan Servicing Specialist career planning. Moderate but direct impact through close contact with the businesss core activities. Begin with the most recent employer. Additionally, you will need to provide information about available resources and address any questions or concerns that clients may have regarding the organizations offerings. This requires active listening skills and the ability to ask questions to get more information. We work directly with mass tort law firms all over the country. They must also pay attention to detail since they enter patient information before their scheduled appointment. Legal intake specialists also need to be able to communicate with clients in a professional and friendly manner. By doing so, you can help identify areas where improvements can be made and take corrective action if needed. Drafts communications, including content for alerts, emails, collaborations, newsletters, etc. ensuring that training and communications are meaningful and easy to understand. Manage the signing of Intake Packets by new clients, and work with attorneys to sign up potential clients who need more of a sales pitch. Adheres to the facility dress code and appears professional at all times. Kaiser - Davis. $13.77 - $24.45 Full-time, Part-time Indianapolis, IN 46253 Apply Now Similar jobs in Indianapolis, IN GEICO Insurance Claims Specialist- Indianapolis, IN Est. Making a high number of potential new client phone calls to warm (opt-in) leads*. They must be able to effectively communicate with people from all walks of life, regardless of their background or education level. As an intake specialist, you will play a vital role in connecting our organizations services with those who need them most. We source, screen, recruit, and deliver only the most qualified candidate(s), saving you significant time and effort throughout the hiring process while you remain focused on your core business. As an Intake Specialist in our Intake department, you provide the first impression of our firm by being the first point of contact for all potential clients. They have asked us to help them find a new intake specialist to join the team. Job Description Growing Atlanta Bankruptcy and Personal Injury Law Firm, is seeking a Legal Intake Specialist to become a part of the team! They are primarily responsible for taking care of administrative duties for their organization. We are seeking an individual with an acute attention to detail who thrives in a fast-paced, team and goal oriented environment, focused on exceptional client service. Duties and responsibilities include performing telephone and walk-in intakes with prospective clients, attending staff meetings, preparing correspondence, and providing backup support to our administrative staff and other projects on behalf of the agency. Save my name, email, and website in this browser for the next time I comment. Reach 80+ million unique, diverse U.S. job seekers annually by posting your jobs through their talent acquisition channels. Provides clear and concise information based on creative and complex research findings. Creating a friendly environment for staff and employees will help intake specialists to advance into other administrative positions, such as administrative coordinators or managers. Your role is crucial in ensuring that clients are matched with appropriate resources and that their needs are met in a timely and effective manner. Excellent customer service skills are essential, Stay on top of deadlines and legal requirements, Additional Medical And Healthcare Career Guides. Communicates with other team members constructively in order to reduce conflict and enhance the resolution of issues. Current employees are every organizations greatest asset. Obtains pertinent information from new clients by asking them to complete surveys or interviews courteously and professionally. We offer competitive salaries, comprehensive benefits packages, and opportunities for growth within the organization. Travel: Job Title: Intake Specialist Example 1. Bachelors/University degree or equivalent experience, You want access to a vast talent pool of high-quality, prescreened candidates, You arent familiar with current salary rates, market trends, and available skill sets, Your internal recruiting team has the knowledge and experience to assess candidate qualifications, You are hiring a direct employee and have time to manage the entire recruiting effort, You have a process for receiving, screening, and tracking all resumes and applications, You are prepared to respond to all applicants, You can consistently monitor and respond to candidate activity through your website and social media accounts, You have a process in place to quickly and broadly communicate job openings and requirements, You have an effective employee referral program in place. Provide administrative support to higher authorities, meeting deadlines and regular procedures. They are responsible for managing the processes of onboarding new clients and evaluating incoming streams of claims and potential clients both on the phone and in person. Happy Recruiting, and good luck with getting the perfect person for the job! Uses existing procedures to solve straightforward problems and perform tasks/activities. Read our. Applies analytical thinking and knowledge of data analysis tools and methodologies. Direct and indirect patient contact is necessary, and the candidate may need to be able to walk, stand, sit or lift up to 50 pounds. We are looking for a Client Intake and Sales Specialist to provide our clients and people that contact us with the ultimate customer service experience. Your responsibilities will include conducting initial screenings to determine whether clients meet eligibility requirements for services and gathering all necessary information from them to complete the intake form. The Intake & Relationships Manager plays a key role in assisting us to identify, facilitate, and Support the necessary processes for National Disability Insurance Scheme (NDIS) participants who May be eligible for Specialist Disability Accommodation (SDA) to achieve the opportunity to Transition into their new home. A good Intake Specialist must have excellent customer service skills, as they work with many patients throughout the day as they enter the medical facility. Customer service is becoming a more important focus for many businesses, including those in the legal field. You will be responsible for evaluating client needs and directing them to relevant programs or services based on their unique circumstances. Intake specialists possess strong analytical skills and an expansive knowledge base on both the administrative side of patient management as well as the nuances of specific health conditions. For an even more streamlined process, look for an end-to-end solution like the Clio Suite, which allows you to use the two softwares together, and where the law practice management is handled by the same company. Good computer skills are important. However, it is important to consider all aspects of this career before embarking on it. With this popular job site, you can enhance your brand and advertise your open position to a wide audience of motivated, qualified candidates. Many legal intake specialists are promoted to paralegal or legal assistant positions. In some cases, the degree can be substituted for adequate experience working in an intake setting. Lawyer-client relationships are important, so it is important to start them off right. Intake Specialist Resume Sample 4.5 11 votes The Resume Builder Create a Resume in Minutes with Professional Resume Templates Create a Resume in Minutes Idella Donnelly 499 Augustine Passage, Philadelphia, PA +1 (555) 366 9858 Work Experience Intake Specialist 12/2016 - PRESENT Philadelphia, PA Legal Intake Specialist Job Duties Legal intake specialists have a wide range of responsibilities, which can include: Interviewing clients to determine their legal needs, collecting pertinent information about their cases, and establishing rapport with them Our recruiter will reach out to you within 72 hours if it looks like there may be a great fit. This program looks for specific terms related to the job, like "document review" or "evidence" in order to determine whether your skills are a match. new offer (02/03/2023) job description. Documents policy and procedure within regulatory requirements in addition to Information Security policies and procedures, Works with businesses to coordinate deliverables required for internal and external audits, Updates project tasks regularly and accurately, Prioritizes and completes deliverables timely. Working with a professional recruitment agency can also be a fantastic way to access more talent and save time and money in the hiring process. Montgomery Street, San Francisco, CA 94105 (555) 432-1000 resumesample@example.com Professional Summary Analytical Legal Intake Specialist adept in legal research and documentation. Update computer based records and create new data on excel spreadsheets daily; utilizing Microsoft suite 2011. Unless specifically stated otherwise, such references are not intended to imply any affiliation or association with LiveCareer. The following steps can help ensure you find the right candidate for the job: By following these steps carefully and thoroughly evaluating each candidates skills and experience against your organizations specific needs, you will be able torecruit an intake specialistwho will help ensure your clients receive quality services while supporting organizational goals. We have included intake specialist job description templates that you can modify and use. Strong written and verbal communication skills are also key to success; Intake Specialists must be prepared to discuss treatment plans and intake forms with clients clearly and concisely. You'll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their . However, a bachelors degree in a field such as health or social services helps understand the needs of diverse client populations and having a working knowledge of any applicable healthcare regulations. Apply for the Job in Intake Specialist/Legal Assistant at Princeton, NJ. A legal intake specialist works with lawyers to schedule meetings, coordinate screening surveys, and collect paperwork, and may also work with marketing to support outbound lead generation initiatives. Shows proficiency with computer programs which may include Microsoft Word, Excel, PowerPoint, Outlook and others. No matter which approach is used, having an experienced and qualified intake specialist on board will help ensure the organizations clients receive quality services and that its goals are met. As an intake specialist, you will play a vital role in helping clients access the services and resources they need. Some may eventually become lawyers, although most do not. Job description. Reconciling numerical data prior to entering it into Collective Fleet database system. The intake specialist is the central point of contact for all new walk-in clients and most returning clients to the IRC. Source, attract and hire top talent with the worlds leading recruiting software. A high school diploma or equivalent is required, but a bachelors degree in social work or a related field is preferred. The client intake process can be very time consuming for solo and small firm attorneys. From filling urgent job openings to developing long-term hiring strategies, our team is here to help. Jobs View All Jobs Overall, they're responsible for supporting lawyers and making their job easier by handling administrative tasks. They should also be able to organize and file paperwork correctly to ensure its accessible when needed. Legal services are increasingly using artificial intelligence (AI) to automate tasks that were once done by lawyers. After clients receive services, its essential to follow up with them to ensure their satisfaction with the level of care provided. They can do an assessment and direct them to the right person to assist them. Overall, these specialized professionals conduct detailed interviews with patients or their family members to gain insight into their needs and create a plan for medically related services. Our goal is to assist you in finding that perfect fit based on your skills and experience, so we may present you with the right career opportunity. Operate office machines' including uploading documents to the scanner server and maintain all current paper copies, Coordinate inventory orders and Processing invoices into work order reports. We work hard, we play hard, and we only accept the best. The easiest way to waste time is to not know if a client is a good fit. Benefits: Employee discount; Flexible . They often work in healthcare facilities, mental health institutions and law firms as well as other institutions in which new clients are a regular occurrence. Do you have experience working with individuals from diverse backgrounds? Create your own professional looking resume for free using our resume builder! You should also have at least two years of experience working in customer service or social services. This has led to an increased demand for legal intake specialists who can help these businesses find the right solution for their needs. That may include medical history, criminal history, event reports and investigation findings. Shows the ability to calm frustrated clients quickly and make decisions based upon anticipated outcomes. Hiring an intake specialistis a critical task for any organization that provides services to clients. Did you know there's a 3-Factor Formula for Success for hiring a real estate salesperson? How have you collaborated with other professionals or agencies to assist a client? Feel free to modify responsibilities and requirements based on your needs. Start a free Workable trial and post your ad on the most popular Microsoft Suite 2011 (Word, Excel, powerpoint, and outlook). Additionally, if you have Plaintiff Personal Injury experience, and are looking for that next step in your career, this position is perfect for you! In a call center environment, you will guide potential clients through a screening process (triage) to determine eligibility for SSD/SSI and if eligible, invite them to become a client. All leads are opt-in or inbound calls, and we work with some of the most well known attorneys in the nation. Legal Intake Specialist Your mission would be to establish the firm's relationship with qualified potential clients by conducting interviews via telephone. Performance is about more than just metrics at LIPits about expressing legendary empathy for our clients callers. Working for Legal Intake Professionals is unlike working for any other call center. What are your methods for managing your workload and prioritizing tasks? Demand for legal services will continue to increase as more people seek legal help with issues such as family law, bankruptcy, and estate planning. At [CompanyX], we provide high-quality legal services to individuals and businesses in a wide range of practice areas. Customer service: Customer service skills can help you interact with clients and customers in a professional and friendly manner. Medical history, criminal history, event reports and investigation findings may be included. Intake specialists are usually found working in health clinics, legal offices, and social services agencies. The average intake specialist salary in the United States is about $38,000 per year, but this can fluctuate somewhat based upon the individuals experience, education and place of employment. Come to us in your pursuit of success. An intake specialist is an important figure in many organizations. What does a Legal Intake Specialist do? The ideal candidate is someone who is enthusiastic about helping people and has exceptional communication skills. All rights reserved. Your role is crucial in ensuring that clients are matched . The position involves extensive contact with patients and the medical community.

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