Top 67 Intake specialist Jobs in Natick, Ma

Legal Intake Specialist
Marsden Law —Holliston, MA
- $45,000 - $55,000 a year
- Bachelor's degree
- Communication skills
- Entry level
Quick Apply
Intake Specialist
Altman Nussbaum Shunnarah Trial Attorneys —Newton, MA
- Full-time
- Administrative experience
- In-person
- Communication skills
Quick Apply
Intake Coordinator - Hospice
Brighton Hospice —Newton, MA
- $28 - $30 an hour
- Full-time
- Computer skills
- Hospice & Palliative Medicine
- Communication skills
- Health insurance
- Dental insurance
2d
Intake Specialist
Alexander Shunnarah Trial Attorneys —Newton, MA
- Full-time
- Administrative experience
- In-person
- Communication skills
Quick Apply
Intake Coordinator | Trial Division
Massachusetts Office of the Attorney General —Boston, MA
- $59,513 a year
- Full-time
- Hybrid work
- Bilingual
- Mid-level
- Administrative experience
12d
Intake Specialist/Medical Receptionist
Alcanza Clinical Research —Roslindale, MA
- Full-time
- Spanish
- Sales
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Intake Coordinator for CARD, College of Arts & Sciences, Psychology
Boston University —Boston, MA
- Research
- University
- Bachelor's degree
- Paid holidays
- Health insurance
1d
Intake Coordinator
New England Life Care —Canton, MA
- $21 - $23 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- HIPAA
- Disability insurance
- Health insurance
Quick Apply
Registered Nurse (RN) Intake - $10K Sign-On
Hospital for Behavioral Medicine —Worcester, MA
- $40 - $54 an hour
- Full-time
- Nursing
- Vital signs
- Addiction Medicine
- Free parking
- Paid holidays
Quick Apply
Intake Coordinator (Hybrid)
Disability Policy Consortium —Boston, MA
- $45,000 - $49,000 a year
- Full-time
- Experience working with individuals with disabilities
- Computer literacy
- Writing skills
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Senior Intake Coordinator
New England Life Care —Canton, MA
- $24 - $27 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- HIPAA
- Disability insurance
- Health insurance
Quick Apply
Intake Counselor- Fully Remote, no caseload with Flexible Hours! (LMHC/LCSW/LICSW/LADC/CADC)
BayMark Health Services —Woburn, MA
- $35 - $45 an hour
- Part-time
- Customer service
- Licensed Clinical Social Worker
- Mid-level
- Paid jury duty
- Loan repayment program
Administrative Intake Coordinator - CBHC - Full Time *
Riverside Community Care —Norwood, MA
- $22 an hour
- Full-time
- Computer literacy
- Urgent Care
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
10d
Weekend Intake Coordinator
Pathways Healthcare —Westwood, MA
- $18 - $21 an hour
- Part-time
- Hybrid work
- Home Health
- US work authorization
- Entry level
- 401(k) matching
Quick Apply
3d
Intake Coordinator and Administrator
The Edinburg Center —Bedford, MA
- $55,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Bachelor of Science
- Disability insurance
- Dental insurance
Intake Clinician
Pyramid Healthcare —Concord, MA
- $62,000 - $70,000 a year
- Full-time
- Addiction Medicine
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
International Patient Intake Coordinator- Bilingual
Dana-Farber Cancer Institute —Boston, MA
- $55,200 - $61,100 a year
- Full-time
- Hybrid work
- Word processing
- Mid-level
- Office
3d
Part-Time Customer Intake Coordinator
AVID Energy Solutions —Sutton, MA
- $24 - $34 an hour
- Part-time
- Background check
- Pass drug screening
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
Intake Specialist
Worcester Community Action Council Inc —Worcester, MA
- $18 - $21 an hour
- Extended hours
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Disability insurance
Quick Apply
Intake Specialist, International Patient Services
The General Hospital Corporation —Somerville, MA
- $23.34 - $33.37 an hour
- Full-time
- Spanish
- English
- Mid-level
- Opportunities for advancement
Quick Apply
2d

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intake specialist jobs near natick, ma

Legal Intake Specialist

Marsden Law
Holliston, MA

Quick Apply

Job Details

$45,000 - $55,000 a year

Qualifications

Customer records maintenance
Customer communication
Data reporting
CRM system proficiency

Full Job Description

Our MetroWest-based boutique Estate Planning and Elder Law Firm is looking for a compassionate and productive Client Intake Specialist who will focus on providing people who contact us with the ultimate customer service experience.

The Client Intake Specialist's primary goal is to build relationships with our former, current, and potential new clients on the telephone and in person when they visit our office. The Client Intake Specialist should focus on converting appropriate leads (callers) into potential new clients (PNCs) by scheduling them for initial consultation and following up with PNCs after consultations.

This is a position that balances the art and science of outstanding customer care. It requires the right combination of empathy, communication skills, attention to detail, and technical know-how. You'll play an integral role in creating memorable client experiences and helping the owner of the firm continue to grow the business

Compensation:

$45,000 - $55,000 yearly

Responsibilities:

Talk to prospective clients and identify whether they are qualified leads by asking a series of questions designed to speak to the ideal A+ client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest.
Schedule qualified leads for initial sales consultations (sales calls).
Initiate the pre-engagement glidepath for all prospects scheduled for initial consultations to create/foster a sense of excitement and urgency about engaging the firm, and improving the "show up rate" for people showing up for initial consultations.
Stay in contact with leads who do not schedule consultations, PNCs who do not appear for their consult, and PNCs that do not sign up after their initial consultations to keep the door open for them to come in when they are ready
Update the Firm's database.
Assist other staff as requested and perform other general office duties as needed.

Qualifications:

Prior customer service experience required.
Education or work experience equivalent to a bachelor's degree.
Experience with a CRM, particularly data tracking and reporting, required.
Knowledge of the legal industry is an asset.
Real-life experience and a few "battle scars" to give you empathy and understanding are assets. Experience overcoming major obstacles in life and making an important change in your life, so you know at your core that others can do it too, is a plus.
We are building our A-Team. There will be training on the types of legal matters we handle, how we track our leads, and how to use our calendaring system. However, we are looking for someone who can hit the ground running. This is NOT the right opportunity for someone looking for their first professional job or for an introduction into customer service. No drama; positive problem solvers only need apply.

About Company

Marsden Law is a fast-growing Metro West-based law firm that does things differently. We believe in a coordinated and comprehensive approach to planning. We speak "investments" fluently through our affiliated investment practice.

We are able to solve issues for clients on multiple levels and offer a number of one-stop solutions that come from a wide range of unique options. We are deeply committed, and as a result of our success, we are looking to take client experience to the next level with a number of strategic hires to better serve clients and their families.

Quick Apply

Refine Your Search

intake specialist jobs in natick, ma

Legal Intake Specialist

Intake Specialist

Intake Coordinator - Hospice

Intake Specialist

Intake Coordinator | Trial Division

Intake Specialist/Medical Receptionist

Intake Coordinator for CARD, College of Arts & Sciences, Psychology

Intake Coordinator

Registered Nurse (RN) Intake - $10K Sign-On

Intake Coordinator (Hybrid)

Senior Intake Coordinator

Intake Counselor- Fully Remote, no caseload with Flexible Hours! (LMHC/LCSW/LICSW/LADC/CADC)

Administrative Intake Coordinator - CBHC - Full Time *

Weekend Intake Coordinator

Intake Coordinator and Administrator

Intake Clinician

International Patient Intake Coordinator- Bilingual

Part-Time Customer Intake Coordinator

Intake Specialist

Intake Specialist, International Patient Services

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