Here is everything you need to know about creating a strong client intake process for your law firm, including an overview of the client intake stages, some best practices, and thoughts around online and automated client intake processes. Start a free Workable trial and post your ad on the most popular Attention to detail: Legal intake specialists must have excellent attention to detail to ensure they gather all the necessary information from clients. Bachelors/University degree or equivalent experience, You want access to a vast talent pool of high-quality, prescreened candidates, You arent familiar with current salary rates, market trends, and available skill sets, Your internal recruiting team has the knowledge and experience to assess candidate qualifications, You are hiring a direct employee and have time to manage the entire recruiting effort, You have a process for receiving, screening, and tracking all resumes and applications, You are prepared to respond to all applicants, You can consistently monitor and respond to candidate activity through your website and social media accounts, You have a process in place to quickly and broadly communicate job openings and requirements, You have an effective employee referral program in place. A legal intake specialist works with lawyers to schedule meetings, coordinate screening surveys, and collect paperwork, and may also work with marketing to support outbound lead generation initiatives. This can include keeping files and paperwork in order, keeping track of case information and maintaining a clean desk. Apply for the Job in Intake Specialist/Legal Assistant at Princeton, NJ. Build rapport and maintain relationships with represented merchandisers, Able to multi-task, prioritize and flexible with changing business requirements, Demonstrated professionalism in telephone and front-desk reception within a high- volume environment, Oversee client payments and respond to client inquiries on a daily basis. Happy Recruiting, and good luck with getting the perfect person for the job! This means that legal intake specialists will need to be able to handle difficult customers effectively and be able to provide excellent customer support through phone calls, emails, and social media channels. Multiple-office law firm has a direct-hire opportunity for an Intake Specialist who will conduct in-depth consultations with potential clients either over the phone or in person to determine legal needs and and initiate the case process. Some employers may require an associate or bachelors degree in legal or paralegal studies. They must also pay attention to detail since they enter patient information before their scheduled appointment. Build the initial client relationship and confidence in our firm with every prospective client interaction, Take 150 200 calls per day in a professional inbound/outbound call center environment, Be expected to meet occupancy and adherence goals, Be expected to maintain a minimum call quality score of 90%, Consistently build the client relationship and confidence in our firm with every client interaction while proactively contacting clients to ensure the relationship is maintained, Solve problems and maintain confidentiality, Keep updated records and detailed documentation of client interactions, concerns, and complaints in a paperless database system, Use good judgment to discern what issues may be urgent and need a managers or directors attention immediately, High School Diploma; Degree preferred; or equivalent combination, Call center and customer service experience, Excellent telephone, communication, and active listening skills, Ability to meet performance standards whether in the office or working remotely from home, Knowledge of computer technology and the Internet (MS Office, Outlook). Ready to be part of a fast-growing community. Drafts communications, including content for alerts, emails, collaborations, newsletters, etc. Complete all admissions paperwork and enter it digitally, Verify medical insurance coverage and benefits for each patient, Schedule appointments for consultations, tests and procedures, Address any patient complaints or concerns, Perform clerical work such as filing, copying and faxing. Medical intake specialists make an average of $32,054 per year. They are responsible for managing the processes of new clients and evaluating incoming claims and potential clients both on the phone and in person. You'll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their . To explore salary ranges by local market, please visit our sister sitezengig.com. Intake specialists ask a variety of questions to obtain the patient's medical history, physical and mental state, special requirements and needs. Jobs View All Jobs Duties and responsibilities include performing telephone and walk-in intakes with prospective clients, attending staff meetings, preparing correspondence, and providing backup support to our administrative staff and other projects on behalf of the agency. Company Description Overview: The Education, Career and Enrichment department at CASES specializes in serving youth and young adults impacted by the criminal legal system. If you have someone internally who can dedicate the time and energy to sort through applications and screen individuals effectively, this can be a great choice. Here are a few tweaks that could improve the score of this resume: 2023, Bold Limited. This template has been written for the ideal This candidate is great on the phone, naturally cheerful, and a compassionate and empathetic listener. However, there are other ways to become a lawyer if you cannot meet these requirements. You will be the first point of contact for individuals seeking services or products from our organization. $14.86 - $21.81 Full-time, Part-time Indianapolis, IN 46201 Urgently Hiring Apply Now Liberty Mutual Insurance Review our staffing solutions, browse our award-winning Staffing Corner blog, or call today. Strong time management and organizational skills, Constantly adapt to a rapid change of environment. ensuring that training and communications are meaningful and easy to understand. I have over five years of experience working in customer service and administrative roles, and I believe that I would be the perfect candidate for this job. A company website posting should be the first step in notifying prospective candidates that you are hiring. In summary, as an intake specialist, your goal is to make sure that clients receive the best possible care by providing guidance, support, and access to critical resources. Begin with the most recent employer. Lawyers love to help, but not every problem or person is a match for your practice area, workload, or firm size, and it's ok to say no to those who would better served elsewhere. Conversely, entry-level intake specialists may earn as little as $24,000 per year. Provides clear and concise information based on creative and complex research findings. They live on the outskirts of New York with their poodle, Princess. The successful candidate should have strong written and oral communication skills and be able to establish and maintain effective professional relations with clients, co-workers, and other agencies. Additionally, strong people skills are necessary to build rapport with clients from diverse backgrounds. Your responsibilities will include conducting initial screenings to determine whether clients meet eligibility requirements for services and gathering all necessary information from them to complete the intake form. They are primarily responsible for taking care of administrative duties for their organization. Are you a highly-organized professional that wants to work remotely? A high school diploma or equivalent and at least 6 months of experience from which comparable knowledge and skills can be acquired are necessary. This template attracts 30% more quality candidates at 1/10 of the average cost per hire. Information is subject to verification. Required fields are marked *. See our post about Business Development Specialist career planning. View the job description, responsibilities and qualifications for this position. This position requires a mature, flexible individual who can work as a member of our administrative team. Your role is crucial in ensuring that clients are matched . They must be able to convey information clearly and concisely to ensure everyone understands the message. Applies analytical thinking and knowledge of data analysis tools and methodologies. Do you have experience working in customer service? View the job description, responsibilities and qualifications for this position. Use this Intake Specialist job description to advertise your vacancies and find qualified candidates. A good client intake process should be easy for your client, efficient for your staff, and have a personal touch that shows you care. Well provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. Completing all admissions paperwork and entering it digitally, Verifying medical insurance coverage and benefits for each patient. The legal industry is changing rapidly as more and more businesses turn to legal tech solutions to help them manage their legal needs. Ensures that all admission forms are properly signed and filed. Documents policy and procedure within regulatory requirements in addition to Information Security policies and procedures, Works with businesses to coordinate deliverables required for internal and external audits, Updates project tasks regularly and accurately, Prioritizes and completes deliverables timely. By leveraging the expertise of a professional recruitment agency, organizations can save time, money, and energy in their search for an intake specialist who matches their needs. Conduct initial client interviews. From filling urgent job openings to developing long-term hiring strategies, our team is here to help. To become a lawyer, one must graduate from law school and pass a state bar exam. This includes checking patients in, obtaining their personal history and emergency contact information, coordinating schedules, and processing paperwork. Operate office machines' including uploading documents to the scanner server and maintain all current paper copies, Coordinate inventory orders and Processing invoices into work order reports. Intake specialists are usually found working in health clinics, legal offices, and social services agencies. Legal Intake Specialist Tort Intake Professionals - Henderson, NV | Mon, 27 Feb 2023 19:52:00 GMT. After clients receive services, its essential to follow up with them to ensure their satisfaction with the level of care provided. Social media can also be a powerful tool for spreading the word about your new opening. Or would you prefer to work in-house for a company or government agency? Working with a professional recruitment agency can also be a fantastic way to access more talent and save time and money in the hiring process. Europe & Rest of World: +44 203 826 8149 About back Testimonials Employment FAQ Services Integrations Contact Client LoginRequest A Quote Sales(800) 538-7460 Legal and ethical compliance is an essential duty of each employee. Malone Law Office Atlanta , GA Intake Specialist Sep 2015Present Temporary contract position: Vet medical malpractice and personal injury calls from potential clients, attorneys, and physicians. They may also use computers to communicate with clients and other professionals. She often uses these to introduce clients to potential employers in a relaxed, informal fashion. Those working for emergency departments or psychiatric units may work any shift, and they may also be called upon to work nights, weekends or holidays. The Legal Intake Specialist is the initial point of contact for all potential new clients seeking assistance with Veterans' Benefits and ERISA & Insurance matters. Develop and maintain a working knowledge of all services and resources provided by the Company and available within the community. Position Description Follow-ups with prospective clients. Hamilton Law Firm LLC Intake Specialist/Legal Assistant Princeton, NJ Intake specialists are usually employed in the health care field, but they can also work in legal offices, mental health clinics and other environments that need pre-screening. Hire better with the best hiring how-to articles in the industry. Demand for legal services will continue to increase as more people seek legal help with issues such as family law, bankruptcy, and estate planning. Next, weve got ourMedical Coder Job Description, ourMedical Biller Job Description, ourMedical Director Job Description, and the most commonMedical Receptionist Interview Questions, including the BestCompanies That Hire For Medical Coding Jobsand the BestCompanies That Hire For Medical Billing Jobs. Legal services are increasingly using artificial intelligence (AI) to automate tasks that were once done by lawyers. A legal intake specialist serves as the first point of contact for prospective clients and contributes greatly to their first impressions of your firm. Your role is crucial in ensuring that clients are matched with appropriate resources and that their needs are met in a timely and effective manner. During the client intake process, show that you are listening to your future clients and that you are also making the process as simple as possible for them. Source and more reading about legal intake specialist jobs: 2021 by Bromundlaw. These programs typically include courses in legal research, legal writing, ethics, courtroom procedures and civil and criminal law. Evaluate each intakeworkflow in Upfront (SAP billing system) and take an analytical approach to each submission to ensure accuracy and completeness. LinkedIn is a social network for job seekers, professionals, and businesses. The food must be delicious, the cocktails and wine must be a perfect match, and the decor needs to impress without being over the top. A legal intake specialist is hired by law firms to find new clients. There are several requirements for becoming a legal intake specialist, which may include: Education: Legal intake specialists are typically required to have a high school diploma or GED. Job Description Legal Intake Specialist Job Overview A legal intake specialist receives and qualifies new and prospective clients for law firms. LEGAL INTAKE SPECIALIST FULL JOB DESCRIPTION We are a diverse and expanding plaintiff-side employment law firm specializing in wage and hour class and representative actions and. Research salary, company info, career paths, and top skills for Intake Specialist/Legal Assistant Legal Assistant job description A Legal Assistant is a professional who conducts legal research, drafts documents, emails, and signatures for lawyers when they're unable to. You'll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening, and surveying for potential cases, and helping our lawyers manage their meetings. Conducting in-person/hands-on assessments and reassessments of applicants and enrollees. Please note: A conviction record will not necessarily bar individuals from employment. Provides clear and concise information based on creative and complex research findings. POSITION ANNOUNCEMENT. Job description. Adapt and change my workflow in which fits the needs of each client individually. Specialists are able to give reassurance to clients who are confused, hurt or scared and ask thoughtful questions to get as much relevant legal information as possible. As an intake specialist, you will be responsible for conducting initial screenings, collecting necessary information from clients, assessing their needs, and referring them to appropriate programs or services. You should also have at least two years of experience working in customer service or social services. Obtains pertinent information from new clients by asking them to complete surveys or interviews courteously and professionally. Those who have earned at least Bachelors degrees and who have several years experience can earn up to $60,000 per year. To apply for this position, please submit your resume and cover letter detailing your experience working as an intake specialist. Breaks down information in a systematic and communicable manner. You can utilize your own website, social media, and employees to assist in your search for top candidates. An intake specialist works in a climate controlled facility, and they work nine-to-five hours five days per week in most cases. Do you want to focus on litigation, corporate law, or family law? They must be able to effectively communicate with people from all walks of life, regardless of their background or education level. JOB DESCRIPTION: Singleton Schreiber, LLP is seeking an Intake Specialist to work on our fast-growing team. Prepare a cover letter that explains what you believe are the three (3) most important qualities needed to be successful in this role and submit your resume. They assist with registration and admissions, record patient information and provide administrative support for other medical professionals. List the three (3) most recent jobs and activities, which indicate your qualifications including military service, schooling, part-time employment while in school, employment and periods of unemployment for the past seven (7) years. Provide administrative support to higher authorities, meeting deadlines and regular procedures. Rubenstein law, p. a. Please fill out the entire application to the best of your ability. Intake specialists are tasked with gathering specific information whether it is in a legal or care environment. The Intake Specialist's main goal is to place calls to new and existing patients. We work hard, we play hard, and we only accept the best. Computer skills: Legal intake specialists use computers to enter data, create reports and access information. Being able to explain the protocols of Weitz & Luxenberg and answering all questions and inquiries. They often work in healthcare facilities, mental health institutions and law firms as well as other institutions in which new clients are a regular occurrence. The candidate should also be able to tolerate unsightly, odorous conditions depending upon the facility and situation. To ensure efficient service delivery, you will be responsible for scheduling appointments for clients with appropriate staff members promptly. An intake specialist is an important figure in many organizations. Job postings on LinkedIn are also extremely streamlined and user-friendly, making it even easier for candidates to apply. You are not required to reveal records that have been judicially expunged, sealed, or eradicated. This site is protected by reCAPTCHA and the Google, Law Office of Polly Tatum / Mediation Advantage Services, Legal / Administrative Assistant Needed Immediately for Growing Law Firm. The intake specialist in this position is also expected to: Maintain the highest ethical and professional standards; embrace and support TLSC's overall mission; and comply with all grant requirements, regulations, standards, policies, and confidentiality requirements.
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