Specialist - Intake

at  Timothy D Padgett PA Law Group

Havertown, PA 19083, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate07 Jul, 2024Not Specified08 Apr, 2024N/AGood communication skillsNoNo
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Description:

SUMMARY/OBJECTIVE

The primary responsibilities of the File Intake Specialist is to collect information from our Clients on new referral matters and enter the information into the Firm Case Management System.

Essential Functions.

  • Processing Referrals within Client Contractual Deadlines
  • Maintain daily communicated goals for number of files opened, as well as meeting any Client KPI requirements on SCRA and PACER requirements.
  • Communicating with Clients via email, Client System, or phone, as necessary.
  • Reviewing Referral Packages for deficiencies, and requesting any missing documents as necessary.
  • Creating Files within our Firm Operating System
  • Moderate Client Communication
  • Managing Email communications internally and externally

Responsibilities:

  • Processing Referrals within Client Contractual Deadlines
  • Maintain daily communicated goals for number of files opened, as well as meeting any Client KPI requirements on SCRA and PACER requirements.
  • Communicating with Clients via email, Client System, or phone, as necessary.
  • Reviewing Referral Packages for deficiencies, and requesting any missing documents as necessary.
  • Creating Files within our Firm Operating System
  • Moderate Client Communication
  • Managing Email communications internally and externall

REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Information Technology/IT

IT Software - Other

Information Technology

Graduate

Proficient

1

Havertown, PA 19083, USA