They may work directly with clients or they may interact with other professionals in the legal system to gather information about cases and individuals. You should also have at least two years of experience working in customer service or social services. All rights reserved. Job Description. Tell us what *you* think of our resources and what youd like to see here in 2023. This may include developing skills in data mining or programming. 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. Mailing of legal and confidential documents to clients via FEDEX and USPS ensuring safety measures are performed. Happy Recruiting, and good luck with getting the perfect person for the job! However, there are other ways to become a lawyer if you cannot meet these requirements. Ensures that all admission forms are properly signed and filed. The intake specialist in this position is also expected to: Maintain the highest ethical and professional standards; embrace and support TLSC's overall mission; and comply with all grant requirements, regulations, standards, policies, and confidentiality requirements. Our law firm is expanding and needs the help of a legal intake specialist to take our client relations to the next level and manage our growing caseload. 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. Making a high number of potential new client phone calls to warm (opt-in) leads*. They assist with registration and admissions, record patient information and provide administrative support for other medical professionals. I have over five years of experience working in customer service and administrative roles, and I believe that I would be the perfect candidate for this job. Have you ever worked with a client who refused to accept assistance or services? They must also be able to deal with difficult clients and handle sensitive information with discretion. Conducting in-person/hands-on assessments and reassessments of applicants and enrollees. By clicking Customize This Resume, you agree to ourTerms of UseandPrivacy Policy. Answers and screens inquiry calls and emails from prospective clients. Most employers require candidates to have one to two years experience working within the chosen industry, as well. Prepare a cover letter that explains what you believe are the three (3) most important qualities needed to be successful in this role and submit your resume. Our growing law firm needs a highly-organized legal administrative assistant to intake commercial collections and subrogation cases. 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. 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. Our Intake Specialists are the face and voice of Kaufman & Lynd. Legal intake specialists should have strong computer skills, including typing skills, to be successful in this role. Ready to be part of a fast-growing community. 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. Being able to explain the protocols of Weitz & Luxenberg and answering all questions and inquiries. Overall, they're responsible for supporting lawyers and making their job easier by handling administrative tasks. That may include medical history, criminal history, event reports and investigation findings. 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. This has led to an increased demand for legal intake specialists who can help these businesses find the right solution for their needs. 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. You should also consider what type of work you want to do. If you have a passion for helping people and possess excellent organizational skills, we encourage you to apply for this position. All client-focused work done by the Intake Specialist must be in support of and under the supervision of an attorney. 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. Save my name, email, and website in this browser for the next time I comment. Drafts communications, including content for alerts, emails, collaborations, newsletters, etc. 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 Job Description Growing Atlanta Bankruptcy and Personal Injury Law Firm, is seeking a Legal Intake Specialist to become a part of the team! Communicates with other team members constructively in order to reduce conflict and enhance the resolution of issues. 4 Corner Resources, LLC. Americas: +1 857 990 9675 Fortunately, great options exist for every scenario. If yourelooking for an intake specialistbut dont have the resources to conduct a thorough hiring process, consider working with a professional recruiting firm specializing in social services. You can also use customer service skills to help clients understand the legal process and make informed decisions about their cases. $13.88 - $19.09 Full-time, Part-time Dallas, TX 75215 Urgently Hiring Apply Now Legal Aid of NorthWest Texas Intake Supervisor - Hybrid Remote Est. 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. However, it is important to consider all aspects of this career before embarking on it. Legal specialists are the clients' first point-of-contact, especially on scheduling appointments and responding to legal services inquiries and concerns. Candidates who are applying in a medical field should have some sort of licensure within that field, whether in nursing or psychiatry. Meet with pre-screened sales prospects to inform them how we can solve their problems and to determine if they are a good fit for us. have hired successfully with this template on WizeHire. A legal intake specialist is a person who gathers information from new and prospective clients for law firms. Virtual Assistant/customer service representative - Qualified Candidate.<br>Dear Hiring Professional,<br>Upon learning about the Virtual Assistant posting, I was eager to<br>contact you with my interest. Legal intake specialists also need to be able to communicate with clients in a professional and friendly manner. The Intake Specialist will speak to the clients and potential clients to assess their needs and see where the call should be directed. The Intake Specialist must have the ability to turn. If referring a potential client to a different law firm, warm patch the call to the attorneys office while the client is still on the line. Additionally, applicants can use their LinkedIn profile instead of a resume to expedite the process. Carrying out re-merchandising, display, price markdowns duties. 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. If you meet these qualifications and have a passion for helping others, this could be the perfect job opportunity for you! Multiple-office law firm has a direct-hire opportunity for an Intake Specialist who will conduct in-depth consultations with potential clients either over the phone or in person to determine legal needs and and initiate the case process. Legal intake specialists need the following skills in order to be successful: Communication: Legal intake specialists communicate with a variety of people, including clients, other employees and supervisors. Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard, Set appointments for potential clients that meet our criteria to keep our lawyers schedules organized and grow our caseload, Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently, Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases, Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency, High school diploma or equivalent required; Bachelors degree preferred, Previous customer service or sales experience preferred, Possesses outstanding communication skills and sense of empathy, CRM and case management software experience a plus, Proficiency with Microsoft Office products, especially Microsoft Excel, Solid data entry, spreadsheet management, and computer skills, Expert advice on your job ad, screening questions, and compensation plan, Prime visibility on job boards including Indeed, ZipRecruiter, and Monster, Automated DISC assessment and screening questions. Here are the two we recommend for an intake specialist opening: CareerBuilder has been a trusted source for hiring since 1995. I am writing in regards to the open position for an Intake Specialist at your company. 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. A high school diploma or equivalent and at least 6 months of experience from which comparable knowledge and skills can be acquired are necessary. An intake specialist is an important figure in many organizations. Position Description Job Type: Full-time. You will be the first point of contact for individuals seeking services or products from our organization. In some cases, the degree can be substituted for adequate experience working in an intake setting. As an intake specialist, you will play a vital role in helping clients access the services and resources they need. The Housing Intake Specialist will be based out of Legal Aid's main NW office but may also work in its community office in SE Washington, D.C. Legal Aid has a hybrid work schedule. They must also pay attention to detail since they enter patient information before their scheduled appointment. It is also important to consider how you will become a lawyer. POSITION: Receptionist/Intake Specialist (Full-Time Position) CLOSING DATE: Position Immediately Available and Closed When Filled LOCATION: Hybrid Remote - Amarillo, Texas OVERVIEW: Legal Aid of NorthWest Texas (LANWT) is a non-profit law firm that provides free civil legal aid to the low-income communities of North and West Texas. 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. About back Testimonials Employment FAQ Services Integrations Contact Client LoginRequest A Quote Sales(800) 538-7460 To become a lawyer, one must graduate from law school and pass a state bar exam. Please note: A conviction record will not necessarily bar individuals from employment. These programs typically include courses in legal research, legal writing, ethics, courtroom procedures and civil and criminal law. Americas: +1 857 990 9675 A legal career can be rewarding in many ways. Malone Law Office Atlanta , GA Intake Specialist Sep 2015Present Temporary contract position: Vet medical malpractice and personal injury calls from potential clients, attorneys, and physicians. 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. A good client intake process should be easy for your client, efficient for your staff, and have a personal touch that shows you care. 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. Customer Service Skills for Medical Intake Specialists, The Client Intake Specialist for a California Law Firm. They may work with sensitive information, so they should be able to handle it with care. All rights reserved. Professional recruiters also have industry experience and know-how that makes them well-equipped to find the right candidate for any position. If you are looking for a fulfilling career where you can make a difference in peoples lives, we encourage you to apply for this position. See our post on Loan Servicing Specialist career planning. Intake Specialists serve as the first point of contact for people seeking legal . Information is subject to verification. Easy Apply 30d+ Detailed documentation of intake calls. Find a job. Lawyers love to help, but not every problem or person is a match for your practice area, workload, or firm size, and it's ok to say no to those who would better served elsewhere. $13.88 - $19.09 It is also an unbillable one. Our rapidly-growing law practice is seeking a full-time legal intake specialist to join our team! Europe & Rest of World: +44 203 826 8149. 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. Analytical Legal Intake Specialist adept in legal research and documentation. Wendy runs an employment agency with her husband, Ian, in Rochester, New York. They live on the outskirts of New York with their poodle, Princess. The Intake Specialist is an important part of generating new business for the Firm and must deal with legal matters when they hear it. New clients are usually not introduced to your law firm until after they have signed on. Organizations should take their time when considering applicants and thoroughly evaluate each candidates qualifications and experience against their organizations needs. Develop and maintain a working knowledge of all services and resources provided by the Company and available within the community. The job is typically full time, and overtime may be required during busy periods. Are you a highly-organized professional that wants to work remotely? You should also possess basic computer skills, including proficiency in Microsoft Office, and familiarity with database management systems would be an advantage. Applicants must be authorized to work in the United States. The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes. Some firms will even pay for their employees to attend law school. When reviewing the job description, I was excited to see how<br>well my experience aligns with your company's needs and position requirements. 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 . They record the client's history and why they are seeking legal services. Completing all admissions paperwork and entering it digitally, Verifying medical insurance coverage and benefits for each patient. Encourage your internal team to promote job openings to their network by offering cash and other incentives. Here is an example Job description for an Intake Specialist: Job Description: As an intake specialist, you will be responsible for facilitating the intake process of new clients, patients, or customers. Working for Legal Intake Professionals is unlike working for any other call center. new offer (21/02/2023) job description. 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. Weve put together an extensive selection of job descriptions, starting with ourHealthcare Administrator Job Description, followed by our in-depth guide to theMolina Healthcare Applicationand theUnitedHealthcare Insurance Applicationin 2023. We work directly with mass tort law firms all over the country. Below, we share the top 20 interview questions that will help you prepare for your next interview. Additionally, strong people skills are necessary to build rapport with clients from diverse backgrounds. The successful applicant should be organized, outgoing and comfortable working with the public. 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. 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. Good computer skills are important. Customer service is becoming a more important focus for many businesses, including those in the legal field. She often uses these to introduce clients to potential employers in a relaxed, informal fashion. 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 specialist job description requires an individual who is able to pay very close attention to detail and get required information from clients and customers. Microsoft Suite 2011 (Word, Excel, powerpoint, and outlook). Apply for the Job in Intake Specialist/Legal Assistant at Princeton, NJ. Excellent communication skills are essential, both written and verbal, as you will need to interact with clients regularly. Or would you prefer to work in-house for a company or government agency? The client intake process can be very time consuming for solo and small firm attorneys. In working this position a candidate will expand their skills and experience by supporting customers and performing simple bookkeeping tasks. A legal intake specialist, also known as a "claims intake specialist," gathers information from new and prospective clients for law firms. This includes tasks such as document review, contract analysis, and case management. Your email address will not be published. If you arent sure which path is best,schedule a discoverycall today with our seasoned recruiting professionals. (Full Guide), Business Development Manager Job Description, Restaurant General Manager Job Description, Inside Sales Representative Job Description, Customer Service Representative Job Description, Call Center Representative Job Description. They are responsible for managing the processes of new clients and evaluating incoming claims and potential clients both on the phone and in person. If you are a natural at sales, have previous personal injury intake experience and are hungry to perform and grow, please apply below. 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. You can utilize your own website, social media, and employees to assist in your search for top candidates. Potential clients should not fall through the cracks. Oakmont Legal is working with a Los Angeles law firm who is looking for a well-spoken and diligent worker to fill an immediate need for an Intake Specialist. Those who have earned at least Bachelors degrees and who have several years experience can earn up to $60,000 per year. 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. An intake specialist works in a climate controlled facility, and they work nine-to-five hours five days per week in most cases. Legal and ethical compliance is an essential duty of each employee. This template attracts 30% more quality candidates at 1/10 of the average cost per hire. When you apply for a legal intake specialist role, your resume will likely be scanned by an applicant tracking system (ATS) for certain keywords. To ensure efficient service delivery, you will be responsible for scheduling appointments for clients with appropriate staff members promptly. 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. Use this Intake Specialist job description to advertise your vacancies and find qualified candidates. The technical storage or access that is used exclusively for statistical purposes. The work environment for a legal intake specialist is usually in an office setting, although some travel may be required for court appearances or to meet with clients. $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. An Intake Specialist welcomes and processes patients before their scheduled appointment at a healthcare facility. This can include keeping files and paperwork in order, keeping track of case information and maintaining a clean desk. Job Description The Intake Specialist will work directly within the Firm's call center and out in the field for in-person interviews and investigations. Organization, attention to detail, and the ability to stay on top of deadlines are all important traits to possess, and you need to remain compliant with any relevant organization policies or legal requirements. Possesses the ability to adjust to constantly changing workloads. Provides clear and concise information based on creative and complex research findings. In this role, you will be in charge of intaking incoming cases, distributing incoming mail, answering phones, assisting . Read our. The Intake Specialist is usually the first to contact the patient. Create medical time line of events based on case facts. LinkedIn is a social network for job seekers, professionals, and businesses. There are many widely used job sites out there that draw visits from qualified candidates. Customer service: Customer service skills can help you interact with clients and customers in a professional and friendly manner. The food must be delicious, the cocktails and wine must be a perfect match, and the decor needs to impress without being over the top. Create your own professional looking resume for free using our resume builder! A company website posting should be the first step in notifying prospective candidates that you are hiring. Intake specialists are tasked with gathering specific information whether it is in a legal or care environment. Specialists are able to give reassurance to clients who are confused, hurt or scared and ask thoughtful questions to get as much relevant legal information as possible. Follow-ups with prospective clients. Hamilton Law Firm LLC Intake Specialist/Legal Assistant Princeton, NJ This template has been written for the ideal This role is expected to be in the courthouse in-person. From<br>reading your company's website, I feel . Housing Unit employees are required to work in the office three days a week, at minimum, and may be required to work in the office more than three days a week depending on job responsibilities. Some may eventually become lawyers, although most do not. 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. Research salary, company info, career paths, and top skills for Legal Intake Specialist Do you want to focus on litigation, corporate law, or family law? 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. 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