Job Overview
We are seeking a dynamic and detail-oriented Client Intake Specialist & Assistant Medical Records Clerk to join our legal team. In this vital role, you will serve as the first point of contact for prospective clients, ensuring a seamless and professional intake process. Your approach and organizational skills will help build strong relationships from the outset, setting the stage for successful legal representation. This position offers an exciting opportunity to contribute to a fast-paced legal environment while supporting our mission to deliver outstanding client service that gives clients the achieve healing and renewal.
Duties
- Manage approximately 600 inbound client calls per month (English and Spanish speaking callers)
- Conduct medical malpractice, personal injury and motor vehicle collision intakes and sign ups
- Contribute to signing up new cases each month by being the client liaison and following up with the PNC and attorneys
- Provide after-hour intake support as necessary to complete case sign-ups
- Provide client updates through initial sign up process and assist with treatment coordination
- Create and maintain weekly, monthly and annual intake and lead reports
- Use Excel to analyze case conversion and intake performance
- Track lead sources, conversation rates and intake performance metrics
- Maintain the medical records portal to make sure all requests have gone out properly
- Save medical records once received in the portal
- Work with the prelitigation and litigation department with client contact
Qualifications
- Exceptional organizational abilities to manage multiple tasks simultaneously
- Excellent writing skills for drafting correspondence and legal documents; keen proofreading abilities ensure accuracy in all communications
- Proficiency in data entry, document management systems, filing procedures, and clerical tasks with attention to detail
- Ability to handle sensitive information discreetly while maintaining confidentiality at all times
- Strong interpersonal skills with a professional demeanor suited for engaging with diverse clients and team members
- A bilingual candidate is highly preferred
- Some college education is strongly preferred
Join us as a Client Intake Specialist and Assistant Medical Records Clerk where your proactive attitude will be instrumental in delivering exceptional client experiences. We value energetic professionals who thrive in collaborative environments and are eager to contribute their legal administrative expertise. This position offers a rewarding chance to grow within a supportive team dedicated to excellence in legal service delivery. Candidates can contact the firm administrator, Katelynn Nolen, at [email protected] with questions.
Pay: $17.00 per hour
Work Location: In person
