Top 50 Intake specialist Jobs in Walpole, Ma

Legal Intake Specialist
Marsden Law —Holliston, MA
- $45,000 - $55,000 a year
- Bachelor's degree
- Communication skills
- Entry level
Quick Apply
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
7d
Intake Specialist
Altman Nussbaum Shunnarah Trial Attorneys —Boston, MA
- Full-time
- Administrative experience
- In-person
- Communication skills
Quick Apply
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
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 Coordinator LPN/RN - HOME HEALTH AGENCY
Interim HealthCare of Lexington, MA —Lexington, MA
- $68,000 - $80,000 a year
- Full-time
- Computer literacy
- Mid-level
- Office
Quick Apply
9d
Intake Specialist/Medical Receptionist
Alcanza Clinical Research —Roslindale, MA
- Full-time
- Spanish
- Sales
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Intake Specialist
Alexander Shunnarah Trial Attorneys —Newton, MA
- Full-time
- Administrative experience
- In-person
- Communication skills
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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
9d
Intake-Certifier Specialist
Self Help Inc —Avon, MA
- $20 - $22 an hour
- Weekends as needed
- Bilingual
- High school diploma or GED
- Driver's License
- Disability insurance
- Health insurance
Quick Apply
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
15h
Patient Access Intake Representative (Urgent Care)
Southcoast Health System, Inc. —Taunton, MA
- $17.86 - $28.76 an hour
- Overtime
- Urgent Care
- 3 years
- High school diploma or GED
- 403(b) matching
- Tuition reimbursement
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
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
HC Intake Worker
Old Colony Elder Services —Brockton, MA
- From $25.41 an hour
- Full-time
- Hybrid work
- Computer literacy
- Writing skills
- Mid-level
- 401(k)
- Paid time off
Quick Apply
8d
Housing Intake and Administration Coordinator
Bridge Over Troubled Water —Boston, MA
- $25 an hour
- Full-time
- Mid-level
- Office
- Administrative experience
- Paid holidays
- Disability insurance
Quick Apply
Supervisor for Fiscal Intermediary Intake
Tempus Unlimited —Stoughton, MA
- $29 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- 403(b) matching
- Health savings account
Quick Apply
9d
Home Care Intake Program Assistant/Clerical Support
Old Colony Elder Services —Brockton, MA
- From $19.35 an hour
- Full-time
- Hybrid work
- Computer literacy
- Office
- High school diploma or GED
- 401(k)
- Paid time off
Quick Apply
New Business Intake Research Analyst
McCarter & English —Boston, MA
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Microsoft Outlook
- Health savings account
- AD&D insurance
9d
Intake Coordinator
Innovive Health —Medford, MA
- $20 - $23 an hour
- Remote
- Mid-level
- Home Health
- Experience equivalent to degree accepted
- Continuing education credits
- Mileage reimbursement
Quick Apply
5d

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intake specialist jobs near walpole, 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 walpole, ma

Legal Intake Specialist

Administrative Intake Coordinator - CBHC - Full Time *

Intake Specialist

Intake Coordinator

Senior Intake Coordinator

Intake Coordinator LPN/RN - HOME HEALTH AGENCY

Intake Specialist/Medical Receptionist

Intake Specialist

Intake Coordinator | Trial Division

Intake-Certifier Specialist

Weekend Intake Coordinator

Patient Access Intake Representative (Urgent Care)

Intake Coordinator (Hybrid)

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

HC Intake Worker

Housing Intake and Administration Coordinator

Supervisor for Fiscal Intermediary Intake

Home Care Intake Program Assistant/Clerical Support

New Business Intake Research Analyst

Intake Coordinator

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