Frost Brown Todd
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Client Intake Specialist
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Frost Brown Todd LLP . This is a full‑time position. The successful candidate will review electronic new business intake forms, conduct conflicts database searches, process and report search results, and collaborate closely with the billing group and firm attorneys to maintain accurate client records. Key Responsibilities
Review, analyze and process electronic client intake forms. Conduct conflicts searches in the firm database. Review and process information gathered from conflict searches and generate a report of the same. Prepare a summary of conflict search results. Identify and report performance issues with client intake and conflicts software to the Senior Client Intake Manager. Work closely with the billing group to maintain up‑to‑date records in the database (address, billing attorney, originating credit, etc.). Communicate with Conflicts Attorneys, Senior Client Intake Manager, Conflicts Counsel, firm attorneys and legal practice assistants regarding information on client intake forms and conflicts search reports. Maintain regular, predictable and punctual attendance at the designated worksite. Engage in in‑person interaction 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 so as to obtain relevant results from electronic databases. Ability to synthesize complex or diverse information, research data and apply intuition and experience to analyze data. Customer‑service skills are essential; must respond promptly and professionally to requests for service and assistance from all levels of employees, occasionally in difficult or emotional situations. Clear communication with all levels of business professionals, including attorneys and non‑attorney business professionals. Strong written communication skills for conflicts report summaries and email. Detail oriented with strong data entry skills. Read and comprehend written information, including simple instructions, short correspondence and memos. Apply common sense to carry out instructions furnished in written, oral or diagram form and deal with problems involving several concrete variables in standardized situations. Proficient with Microsoft Office products such as Word, Outlook and database experience. Deliver exceptional client service, demonstrate flexibility, adapt to changes and work in a team‑oriented environment. Benefits
Frost Brown Todd offers a competitive salary and a comprehensive benefits package including medical, dental, vision, life, disability and a 401(k)/profit sharing retirement package. Compliance and Verification
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Equal Employment Opportunity
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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Client Intake Specialist
role at
Frost Brown Todd LLP . This is a full‑time position. The successful candidate will review electronic new business intake forms, conduct conflicts database searches, process and report search results, and collaborate closely with the billing group and firm attorneys to maintain accurate client records. Key Responsibilities
Review, analyze and process electronic client intake forms. Conduct conflicts searches in the firm database. Review and process information gathered from conflict searches and generate a report of the same. Prepare a summary of conflict search results. Identify and report performance issues with client intake and conflicts software to the Senior Client Intake Manager. Work closely with the billing group to maintain up‑to‑date records in the database (address, billing attorney, originating credit, etc.). Communicate with Conflicts Attorneys, Senior Client Intake Manager, Conflicts Counsel, firm attorneys and legal practice assistants regarding information on client intake forms and conflicts search reports. Maintain regular, predictable and punctual attendance at the designated worksite. Engage in in‑person interaction 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 so as to obtain relevant results from electronic databases. Ability to synthesize complex or diverse information, research data and apply intuition and experience to analyze data. Customer‑service skills are essential; must respond promptly and professionally to requests for service and assistance from all levels of employees, occasionally in difficult or emotional situations. Clear communication with all levels of business professionals, including attorneys and non‑attorney business professionals. Strong written communication skills for conflicts report summaries and email. Detail oriented with strong data entry skills. Read and comprehend written information, including simple instructions, short correspondence and memos. Apply common sense to carry out instructions furnished in written, oral or diagram form and deal with problems involving several concrete variables in standardized situations. Proficient with Microsoft Office products such as Word, Outlook and database experience. Deliver exceptional client service, demonstrate flexibility, adapt to changes and work in a team‑oriented environment. Benefits
Frost Brown Todd offers a competitive salary and a comprehensive benefits package including medical, dental, vision, life, disability and a 401(k)/profit sharing retirement package. Compliance and Verification
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Equal Employment Opportunity
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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