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SENIOR INTAKE COORDINATOR at Searcy, Denney, Scarola, Barnhart & Shipley, P.A.
West Palm Beach, Florida, United States -
Full Time

Start Date

Immediate

Expiry Date

27 May, 26

Salary

0.0

Posted On

26 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Case Intake, Client Consultation, Case Management System, Conflict Research, Data Entry, Legal Research, Case Evaluation, Bilingualism, Microsoft Office Suite, Empathy, Listening Skills

Industry

Law Practice

Description
Description The West Palm Beach office is seeking a service-oriented Sr. Intake Case Specialist who is empathetic, possesses excellent listening skills, and is proficient in both English and Spanish. Review the preliminary information from the Intake Coordinator and work with the potential client to gather all the circumstances and details related to the potential case. Prepare the potential client’s intake paperwork and input the information in the case management system. Conduct internet and external research as needed and appropriate. Conduct internal conflict research on all potential new cases. Make decision to either accept or turn-down the case. Work closely with legal teams in assigning new case to ensure a smooth process. Add value to the intake process by providing careful evaluation and appropriate recommendations. Contact all potential incoming clients via the firm’s website, email and US mail. Meet with all potential client walk-ins. Conduct and follow up on potential client intake consultations. Follow all firm guidelines and requirements. Other duties as assigned. Requirements Education, Qualifications, and Certifications High school diploma or GED required. Associates degree or higher preferred. Experience Five or more years of experience in legal, medical or insurance claims field required. Experience using Microsoft Office Suite (Word, Excel, etc.) required. FileVine experience preferred. Bi-lingual in English and Spanish required.
Responsibilities
This role involves working with potential clients to gather case details, prepare intake paperwork, input data into the case management system, and conduct necessary research. The specialist will also make decisions on case acceptance and coordinate with legal teams for smooth case assignment.