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Koskoff Koskoff & Bieder

Intake Specialist

Koskoff Koskoff & Bieder, Bridgeport, Connecticut, us, 06610

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Summary The Intake Specialist is the first point of contact for individuals seeking legal assistance in personal injury and medical malpractice matters. This role plays a key part in creating a positive first impression of the firm and collecting important case details from potential clients. Strong communication and organizational skills are essential. Candidates with healthcare backgrounds—such as nurses or medical assistants—offer a valuable perspective when speaking with injured clients and understanding their circumstances. Bilingual applicants, especially those fluent in Spanish, are highly encouraged to apply.

Responsibilities

Answer incoming calls and inquiries:

Professionally and compassionately handle calls and inquiries from potential clients who have experienced injuries, ensuring accurate information is collected and medical details are clearly understood.

Conduct initial client interviews:

Collect comprehensive details about the incident, injuries, and resulting damages, demonstrating active listening and empathy throughout the conversation.

Assess case viability:

Apply basic knowledge of personal injury law to evaluate potential cases, including statute of limitations, causation, liability, and damages.

Determine area of law needed:

Identify if the potential client requires an area of law outside the firm's practice area and provide appropriate guidance.

Data entry and documentation:

Accurately and efficiently document client information, case details, and all communications in the firm’s case management system.

Potential client handoff:

If a case is deemed viable, forward the potential client’s information to the appropriate team within the firm.

Administrative support:

Support intake-related administrative tasks, such as organizing and saving client-provided documents to their case file.

Qualifications

Education:

High school diploma or equivalent required; some college coursework, paralegal certification, or healthcare training preferred.

Experience:

Prior experience in a law firm, customer service, call center, or healthcare setting (such as nursing, medical assisting, or EMT work) is strongly preferred. Knowledge of medical terminology or patient intake procedures is a plus.

Communication Skills:

Excellent verbal and written communication skills, with the ability to connect effectively with potential clients from diverse backgrounds, drawing on experience in patient intake and triage.

Empathy and compassion:

A sincere commitment to supporting individuals in distress and offering comfort during challenging situations.

Active listening:

Ability to actively listen to clients’ needs and concerns while accurately capturing important details.

Organization and attention to detail:

Ability to handle multiple tasks at once, prioritize efficiently, and keep precise records.

Computer Skills:

Capable of managing multiple tasks simultaneously, prioritizing effectively, and maintaining accurate records.

Legal Knowledge:

Knowledge of basic personal injury law concepts and terminology is a plus.

Language Skills:

Spanish fluency is highly preferred to effectively support our diverse client community.

Transferable skills: empathy and patient communication

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