Searcy Denney Scarola Barnhart & Shipley, PA
INTAKE COORDINATOR
Searcy Denney Scarola Barnhart & Shipley, PA, West Palm Beach, Florida, United States, 33412
Job Overview
The West Palm Beach office is seeking a service‑oriented Client Case Coordinator Assistant who is empathetic and detail‑oriented, possesses excellent listening skills, and is proficient in both English and Spanish. As the first point of contact for potential clients, you are responsible for creating the first impression of our firm.
Responsibilities
Handle all incoming phone calls from potential clients, referral sources and other teams in the firm involving new potential cases.
Contact all potential incoming clients via the firm’s website, email and US mail.
Meet with all potential client walk‑ins.
Follow up with potential clients to schedule appointments/consultations.
Prepare the potential client’s intake paperwork and input the information in our case management system.
Ensure that every potential client and referral source is accurately documented in our case management system in a timely fashion.
Accurately transcribe intake memos.
Accurately open new cases in a timely fashion.
Ensure the Intake Coordinators, Paralegals and Attorneys have established contact with the potential client.
Proofread documents and prepare correspondence.
Conduct internet research, as needed.
Other duties as assigned.
Requirements Education, Qualifications, and Certifications
High school diploma or GED required.
Experience
One or more years of experience in legal, medical or insurance claims field preferred.
Experience using Microsoft Office Suite (Word, Excel, etc.) required.
FileVine experience preferred.
Bi‑lingual in English and Spanish required.
Seniority level
Entry level
Employment type
Full‑time
Job function
Legal
Legal Services
#J-18808-Ljbffr
Responsibilities
Handle all incoming phone calls from potential clients, referral sources and other teams in the firm involving new potential cases.
Contact all potential incoming clients via the firm’s website, email and US mail.
Meet with all potential client walk‑ins.
Follow up with potential clients to schedule appointments/consultations.
Prepare the potential client’s intake paperwork and input the information in our case management system.
Ensure that every potential client and referral source is accurately documented in our case management system in a timely fashion.
Accurately transcribe intake memos.
Accurately open new cases in a timely fashion.
Ensure the Intake Coordinators, Paralegals and Attorneys have established contact with the potential client.
Proofread documents and prepare correspondence.
Conduct internet research, as needed.
Other duties as assigned.
Requirements Education, Qualifications, and Certifications
High school diploma or GED required.
Experience
One or more years of experience in legal, medical or insurance claims field preferred.
Experience using Microsoft Office Suite (Word, Excel, etc.) required.
FileVine experience preferred.
Bi‑lingual in English and Spanish required.
Seniority level
Entry level
Employment type
Full‑time
Job function
Legal
Legal Services
#J-18808-Ljbffr