Member Services Intake Specialist-9
Core
Serve as the primary point of contact for members seeking legal assistance, conducting intake interviews, coordinating case referrals, and managing communication between members and legal service providers.
Role type
Member Services Intake Specialist
Builds
Legal service referrals and case coordination for members
Domain
Legal services / Member services
Deliverable
client delivery
Required skills
Intake interviewing, case coordination, CRM usage, conflict-of-interest checks, documentation, regulatory compliance, multi-channel communication (phone/chat/digital), empathy, time management
Preferred skills
Experience in legal services, healthcare, insurance, or financial services; experience with attorneys or law firms; bilingual/multilingual communication
Technologies
CRM systems, case management platforms, Microsoft Office
Responsibilities
Conduct comprehensive intake interviews to understand legal needs and determine service categories; Verify member information and complete conflict-of-interest checks; Coordinate attorney consultations between members and provider law firms; Maintain proactive communication with members regarding case updates and next steps; Monitor assigned matters through resolution and escalate complex situations; Collaborate with attorneys, legal staff, and internal teams to facilitate efficient case handling.
Seniority
Individual Contributor, 2+ years experience
