Frost Brown Todd
Frost Brown Todd LLP
is currently seeking a full-time
Client Intake Specialist
to join our firm. The role involves reviewing electronic new business intake forms, conducting conflicts database searches, and reporting the results.
Key Responsibilities
Review, analyze and process electronic client intake forms.
Conduct conflicts searches in firm database.
Review and process information gathered from conflict searches and generate report of same.
Prepare summary of conflict search results.
Identify and report performance issues with client intake and conflicts software.
Work closely with the billing group to maintain up to date database records.
Communicate with Conflicts Attorneys, Senior Client Intake Manager, Conflicts Counsel, firm attorneys and legal practice assistants regarding intake forms and searches.
Maintain regular, predictable, punctual attendance at the designated worksite.
Interact in person with other FBT personnel, clients and/or representatives at the worksite.
Job Requirements
Bachelor’s Degree preferred, or equivalent combination of education and relevant experience.
Three years of experience in research.
Ability to formulate searches to obtain relevant results from electronic database.
Ability to synthesize complex or diverse information and analyze data using intuition and experience.
Exceptional customer service skills; respond promptly and professionally to requests, including difficult or emotional situations.
Strong verbal and written communication with all levels of business professionals.
Clear, informative writing, mainly in conflict report summaries and email.
Detail oriented with strong data entry skills.
Ability to read and comprehend written information, including simple instructions and memos.
Apply common sense to carry out written or oral instructions and solve problems involving several concrete variables.
Proficient with Microsoft Office (Word, Outlook) and database experience.
Deliver exceptional client service, demonstrate flexibility, adapt to changes, and work in a team-oriented environment.
Frost Brown Todd offers a competitive salary and a comprehensive benefits package including medical, dental, vision, life, disability, and 401k/profit sharing retirement package.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and complete the required employment eligibility verification form upon hire.
Frost Brown Todd is fully committed to equality of opportunity in all aspects of employment. It is the policy of Frost Brown Todd to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status.
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is currently seeking a full-time
Client Intake Specialist
to join our firm. The role involves reviewing electronic new business intake forms, conducting conflicts database searches, and reporting the results.
Key Responsibilities
Review, analyze and process electronic client intake forms.
Conduct conflicts searches in firm database.
Review and process information gathered from conflict searches and generate report of same.
Prepare summary of conflict search results.
Identify and report performance issues with client intake and conflicts software.
Work closely with the billing group to maintain up to date database records.
Communicate with Conflicts Attorneys, Senior Client Intake Manager, Conflicts Counsel, firm attorneys and legal practice assistants regarding intake forms and searches.
Maintain regular, predictable, punctual attendance at the designated worksite.
Interact in person with other FBT personnel, clients and/or representatives at the worksite.
Job Requirements
Bachelor’s Degree preferred, or equivalent combination of education and relevant experience.
Three years of experience in research.
Ability to formulate searches to obtain relevant results from electronic database.
Ability to synthesize complex or diverse information and analyze data using intuition and experience.
Exceptional customer service skills; respond promptly and professionally to requests, including difficult or emotional situations.
Strong verbal and written communication with all levels of business professionals.
Clear, informative writing, mainly in conflict report summaries and email.
Detail oriented with strong data entry skills.
Ability to read and comprehend written information, including simple instructions and memos.
Apply common sense to carry out written or oral instructions and solve problems involving several concrete variables.
Proficient with Microsoft Office (Word, Outlook) and database experience.
Deliver exceptional client service, demonstrate flexibility, adapt to changes, and work in a team-oriented environment.
Frost Brown Todd offers a competitive salary and a comprehensive benefits package including medical, dental, vision, life, disability, and 401k/profit sharing retirement package.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and complete the required employment eligibility verification form upon hire.
Frost Brown Todd is fully committed to equality of opportunity in all aspects of employment. It is the policy of Frost Brown Todd to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status.
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