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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

17 Aug, 26

Salary

0.0

Posted On

19 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Intake, Case Management Software, Data Entry, Outbound Calling, Communication Skills, MS Office Suite, Clerical Administration, Time Management, Attention To Detail, 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 is responsible for managing client intakes, recording data in case management software, and handling retainer agreements. They also coordinate appointments between clients and medical providers while maintaining communication with the legal team.