Intake Specialist / Customer Service
Core
Handle incoming calls and inquiries to document and resolve client issues, schedule initial clinic appointments, and process legal case documentation.
Role type
Intake Specialist / Customer Service Representative
Builds
Client intake records, scheduled appointments, and processed legal case files
Domain
Legal services / Healthcare intake
Deliverable
client delivery
Required skills
Phone etiquette, data entry, document processing, scheduling, client empathy, confidentiality
Preferred skills
Experience with law firms and medical providers
Responsibilities
Conduct consultations for potential cases via phone and online, sign up new clients electronically, review and process legal documents and questionnaires, meet with walk-in clients, coordinate with legal teams and referred firms, direct calls from insurance adjusters to appropriate staff
Seniority
Entry-level, 1+ years experience