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Client Care & Intake Specialist at Kisling, Nestico & Redick, LLC

Bath Township, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Jun, 26

Salary

0.0

Posted On

20 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data Entry, Case Management Software, Client Intake, Communication Skills, Attention To Detail, MS Office Suite, Teamwork, High Volume Phones, Call Center, Law Firm Experience, Data Verification, Record Keeping, Typing Accuracy, Legal Procedures

Industry

Law Practice

Description

Description Create and field client intakes Collect and record information from potential clients and open cases in case management software Send and receive retainer agreements for perspective clients who meet the specific criteria. Maintain data entry requirements by following data program techniques and procedures Verify entered data by reviewing, correcting, deleting, or re-entering information Combine data from multiple systems Regular, consistent, punctual attendance Follow-up on intakes (as needed) Placing outbound calls Contact with medical providers and clients regarding availability of doctor appointments Follow up calls from medical providers when clients are non-compliant with appointments Consistent and regular communications with clients regarding appointments Consistent and regular communications with legal team regarding clients Requirements Understanding of general legal procedures and business practices Standard clerical and general office administration procedures High volume phones, call center and/or law firm experience is preferred Exceptional communication skills Ability to work well under pressure and to exercise good judgment Strong attention to detail Strong working knowledge of MS Office Suite Must work well in a team atmosphere Ability to lift a minimum of twenty pounds High School Diploma or GED required Must type 45 wpm with accuracy No Supervisor responsibility This is a full time position, standard hours Monday – Friday of 40 hours per week. Some overtime, as necessary based upon projects.

Responsibilities

The specialist will be responsible for creating and fielding client intakes, collecting and recording necessary information in case management software, and managing retainer agreements for eligible prospective clients. This role also involves maintaining data integrity, verifying entered information, and coordinating communications regarding client appointments with medical providers and the legal team.