legal intake specialist job description
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legal intake specialist job description

Completing all admissions paperwork and entering it digitally, Verifying medical insurance coverage and benefits for each patient. An intake specialist works in a climate controlled facility, and they work nine-to-five hours five days per week in most cases. Carrying out re-merchandising, display, price markdowns duties. Intake specialists are tasked with gathering specific information whether it is in a legal or care environment. We guarantee 100% privacy. Ultimately, you will work directly with patients to gather their information and process them before they meet with a Doctor or medical professional in our facility. Intake Specialists are valuable members of the healthcare industrywho work in a wide range of settings. 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. FILL OUT OUR SURVEY. The process of getting new clients to fill out an intake form is only part of the process of getting new clients. They are primarily responsible for taking care of administrative duties for their organization. As an intake specialist, you will be responsible for conducting initial screenings, collecting necessary information from clients, assessing their needs, and referring them to appropriate programs or services. Here are the two we recommend for an intake specialist opening: CareerBuilder has been a trusted source for hiring since 1995. By doing so, you can help identify areas where improvements can be made and take corrective action if needed. The successful candidate should have strong written and oral communication skills and be able to establish and maintain effective professional relations with clients, co-workers, and other agencies. Hiring for this position is a critical task for any organization that provides services to clients. 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. 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. The ideal candidate is someone who is enthusiastic about helping people and has exceptional communication skills. The Legal Intake Specialist is an entry level position and will serve as the compassionate voice of our law firm, fielding inbound. 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. Answers and screens inquiry calls and emails from prospective clients. Below is more information about the requirements, qualifications and job descriptions associated with the Legal Intake Specialists job opening. Related: 25 Legal Intake Specialist Interview Questions and Answers. What does a Legal Intake Specialist do? Conduct initial client interviews. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. List three (3) references who have worked with you, and who are well acquainted with your qualifications. You should also consider what type of work you want to do. Some employers may require an associate or bachelors degree in legal or paralegal studies. Legal Intake Specialist - Spanish Llano, TX $11.50 - $16.00 Per Hour (Employer est.) Working for Legal Intake Professionals is unlike working for any other call center. Communicates with other team members constructively in order to reduce conflict and enhance the resolution of issues. The Role of Language in Legal Practice Core skills are required for most of the legal positions. Many law firms encourage their employees to take night classes or pursue online degrees in law. Legal specialists are the clients' first point-of-contact, especially on scheduling appointments and responding to legal services inquiries and concerns. Intake Specialist Job Responsibilities and Duties: Having conversations with people to learn about their personal histories and to assess their physical and emotional health Directing them to the appropriate service, institution, or office using the data gathered Getting essential contact details Arranging meetings and timetables 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. If you arent sure which path is best,schedule a discoverycall today with our seasoned recruiting professionals. When hiring an intake specialist, first consider the following: Answering these questions will help determine the best course of action for your current hiring need. Legal Intake Specialist Job Opportunities | Legal Intake Professionals If you're interested in becoming a legal intake receptionist, please fill out this job application to become a legal intake specialist and join the LIP team. Your best option may be to advertise your opening on a proven job board. This requires active listening skills and the ability to ask questions to get more information. Demand for legal services will continue to increase as more people seek legal help with issues such as family law, bankruptcy, and estate planning. The lawyers at the law firm monitor the phones. 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. Hire better with the best hiring how-to articles in the industry. When reviewing the job description, I was excited to see how<br>well my experience aligns with your company's needs and position requirements. Job Description Growing Atlanta Bankruptcy and Personal Injury Law Firm, is seeking a Legal Intake Specialist to become a part of the team! We are seeking an experienced intake specialist to join our team. Our Intake Specialists are the face and voice of Kaufman & Lynd. 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. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. 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. 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. Conversely, entry-level intake specialists may earn as little as $24,000 per year. Source, attract and hire top talent with the worlds leading recruiting software. About back Testimonials Employment FAQ Services Integrations Contact Client LoginRequest A Quote Sales(800) 538-7460 We really are different, and thats something we dont mind bragging about! The Intake Specialist is usually the first to contact the patient. Evaluate each intakeworkflow in Upfront (SAP billing system) and take an analytical approach to each submission to ensure accuracy and completeness. Its about working every day to project confidence, choose optimism, embrace growth, and respect everyone. Find a job. Licensed Masters Mental Health Professional Adult Intake Specialist. The Intake Specialist must have the ability to turn. The position involves extensive contact with patients and the medical community. Organization: Legal intake specialists often work in fast-paced environments, so its important for them to maintain organization in their work spaces. Besides greeting customers and patients, they will also manage paperwork, coordinate schedules, collect patient histories and emergency contact information, and check in patients. Those who have earned at least Bachelors degrees and who have several years experience can earn up to $60,000 per year. The Laws of Incorporation: How to Make Your Business a Legal Billing Specialist *The names and logos of the companies referred to in this page are all trademarks of their respective holders. View the job description, responsibilities and qualifications for this position. There are many different types of law firms, each with its own culture and specialty areas. Required fields are marked *. In addition, they will need to be able to understand what customers want and be able to meet their needs. 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. For example, some states allow students who have already graduated from law school to take the bar exam if they want to practice law in that state. Happy Recruiting, and good luck with getting the perfect person for the job! Build the initial client relationship and confidence in our firm with every prospective client interaction, Take 150 200 calls per day in a professional inbound/outbound call center environment, Be expected to meet occupancy and adherence goals, Be expected to maintain a minimum call quality score of 90%, Consistently build the client relationship and confidence in our firm with every client interaction while proactively contacting clients to ensure the relationship is maintained, Solve problems and maintain confidentiality, Keep updated records and detailed documentation of client interactions, concerns, and complaints in a paperless database system, Use good judgment to discern what issues may be urgent and need a managers or directors attention immediately, High School Diploma; Degree preferred; or equivalent combination, Call center and customer service experience, Excellent telephone, communication, and active listening skills, Ability to meet performance standards whether in the office or working remotely from home, Knowledge of computer technology and the Internet (MS Office, Outlook). JOB DESCRIPTION: Singleton Schreiber, LLP is seeking an Intake Specialist to work on our fast-growing team. 456 This can include keeping files and paperwork in order, keeping track of case information and maintaining a clean desk. POSITION ANNOUNCEMENT. Shows the ability to calm frustrated clients quickly and make decisions based upon anticipated outcomes. 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. Organization can also help you prioritize your work and ensure you complete tasks in a timely manner. Additionally, applicants can use their LinkedIn profile instead of a resume to expedite the process. 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. 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. Intake Specialist Job in Farmers Branch, TX at Legal Aid of NorthWest Texas Intake Specialist Legal Aid of NorthWest Texas Farmers Branch, TX Posted: 16 days ago $27,000 Yearly Full-Time Benefits: 401k, dental, life insurance, medical, Job Description POSITION ANNOUNCEMENT POSITION: Intake Specialist (Full-Time Position) The ideal person for the job. Intake specialists are usually employed in the health care field, but they can also work in legal offices, mental health clinics and other environments that need pre-screening. She often uses these to introduce clients to potential employers in a relaxed, informal fashion. 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. Position SummaryUnder supervision of an attorney supervisor and/or other managers, the Intake Specialist may perform any or all of the following duties: Greet clients; answer telephone calls from applicants for service, client and/or the general public; helpfully and respectfully interview potential applicants for legal services who may be under stress of legal action; elicit factual . A legal secretary performs administrative tasks, such as transcribing Job Description Indeed.com . Find a job. New clients are usually not introduced to your law firm until after they have signed on. 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 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. An intake specialist is an important figure in many organizations. We work directly with mass tort law firms all over the country. At [CompanyX], we provide high-quality legal services to individuals and businesses in a wide range of practice areas. So, lets learn more about the Intake Specialist Job Description and what it entails. To be eligible forthe position of an intake specialist, you should meet certain qualifications. Save my name, email, and website in this browser for the next time I comment. We match top professionals with great employers across the country. The specialists will speak with the person and their families to determine what services are needed and then lead them to the right area. The Intake Specialist will speak to the clients and potential clients to assess their needs and see where the call should be directed. A legal intake specialist is a person who gathers information from new and prospective clients for law firms. Most commonly, they can be found in hospitals, clinics, and other medical offices; however, some can also work for health insurance companies, home healthcare organizations, and long-term care facilities. I am writing in regards to the open position for an Intake Specialist at your company. An Intake Coordinator is a professional who serves as the first point of contact for all patients at a medical facility. See our post on Loan Servicing Specialist career planning. Medical history, criminal history, event reports and investigation findings may be included. What would you do if a client was upset or angry with you? $14.86 - $21.81 Full-time, Part-time Indianapolis, IN 46201 Urgently Hiring Apply Now Liberty Mutual Insurance Our recruiter will reach out to you within 72 hours if it looks like there may be a great fit. The easiest way to waste time is to not know if a client is a good fit. Identify and Include Relevant Keywords. Obtains pertinent information from new clients by asking them to complete surveys or interviews courteously and professionally. That may include medical history, criminal history, event reports and investigation findings. What measures do you take to ensure the privacy and confidentiality of client information? Do you have experience enforcing intake rules or policies with clients. Find out what a legal intake specialist does, how to get this job, and what it takes to succeed as a legal intake specialist. Well provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. 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. Position Description Client intake in law firms is the process of getting personal information for new clients. You will be the first point of contact for individuals seeking services or products from our organization. Legal Intake Specialist Your mission would be to establish the firm's relationship with qualified potential clients by conducting interviews via telephone. Many legal intake specialists are promoted to paralegal or legal assistant positions. This position requires a mature, flexible individual who can work as a member of our administrative team. Create your own professional looking resume for free using our resume builder! Knowledge of data entry procedures*. Applicants must be authorized to work in the United States. Those working for emergency departments or psychiatric units may work any shift, and they may also be called upon to work nights, weekends or holidays. Computer skills: Legal intake specialists use computers to enter data, create reports and access information. Lawyer-client relationships are important, so it is important to start them off right. 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. Overall, they're responsible for supporting lawyers and making their job easier by handling administrative tasks. Here are a few tweaks that could improve the score of this resume: 2023, Bold Limited. Source and more reading about legal intake specialist jobs: 2021 by Bromundlaw. This includes checking patients in, obtaining their personal history and emergency contact information, coordinating schedules, and processing paperwork. new offer (21/02/2023) job description. (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. These are our recommendations: The heavy lifting is done for you when working with a top-tier staffing company like 4 Corner Resources. There are many widely used job sites out there that draw visits from qualified candidates. have hired successfully with this template on WizeHire. Research salary, company info, career paths, and top skills for Legal Intake Specialist Through CareerBuilder, you can engage candidates and drive them into your sourcing pipeline. Job Description. In a legal setting, specialists record the client's history and why they are seeking legal services. Unless specifically stated otherwise, such references are not intended to imply any affiliation or association with LiveCareer. In addition, demand for legal intake specialists is projected to increase as law firms expand their operations and hire more support staff. They live on the outskirts of New York with their poodle, Princess. They can do an assessment and direct them to the right person to assist them. 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legal intake specialist job description