What measures do you take to ensure the privacy and confidentiality of client information? Legal Intake Specialist Job Duties Legal intake specialists have a wide range of responsibilities, which can include: Interviewing clients to determine their legal needs, collecting pertinent information about their cases, and establishing rapport with them Sign-on Bonus - $5,000 Provides mental health assessment, diagnosis, treatment and crisis intervention services for adult and/or child members who present themselves from psychiatric evaluation with a broad . The ability to multitask in a demanding environment is crucial for this role. They are primarily responsible for taking care of administrative duties for their organization. Intake Specialist Job Description An Intake Coordinator is a professional who serves as the first point of contact for all patients at a medical facility. At [CompanyX], we provide high-quality legal services to individuals and businesses in a wide range of practice areas. Our Intake Specialists are the face and voice of Kaufman & Lynd. As experts in patient advocacy, intake specialists assist individuals through every step of the healthcare process while making sure they get the care they need. 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. An Intake Specialist will have a variety of duties depending on where they work, but they typically focus on greeting patients, answering phone calls and completing administrative tasks throughout the day. Legal Intake Specialist Job Opportunities | Legal Intake Professionals If you're interested in becoming a legal intake receptionist, please fill out this job application to become a legal intake specialist and join the LIP team. 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. Our growing law firm needs a highly-organized legal administrative assistant to intake commercial collections and subrogation cases. Find a job. Identify and Include Relevant Keywords. Additionally, strong people skills are necessary to build rapport with clients from diverse backgrounds. The lawyers at the law firm monitor the phones. The ideal candidate is goal-oriented and persuasive, all while maintaining empathy . **Responsibilities include**: With all that going on, it's amazing that she gets any time to write about her thoughts on securing the dream job. Demonstrates excellent customer service skills and the ability to calm patients or clients who may be distraught. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Excellent communication skills are essential, both written and verbal, as you will need to interact with clients regularly. They have asked us to help them find a new intake specialist to join the team. Happy Recruiting, and good luck with getting the perfect person for the job! The ideal person for the job. Knowledge and experience with principles, policies, practice concepts and regulations of mental health prevention and treatment programs. This program looks for specific terms related to the job, like "document review" or "evidence" in order to determine whether your skills are a match. You must be able to listen and speak. Completing all admissions paperwork and entering it digitally, Verifying medical insurance coverage and benefits for each patient. A legal intake specialist is hired by law firms to find new clients. In working this position a candidate will expand their skills and experience by supporting customers and performing simple bookkeeping tasks. All client-focused work done by the Intake Specialist must be in support of and under the supervision of an attorney. Some may eventually become lawyers, although most do not. Organization: Legal intake specialists often work in fast-paced environments, so its important for them to maintain organization in their work spaces. Would you be able to describe your experience working with individuals who may be in crisis or have complex needs? If you have prior customer service experience, great communication skills, and a passion for helping others, apply today! By doing so, you can help identify areas where improvements can be made and take corrective action if needed. Intake Specialist responsibilities include greeting patients, recording personal details and gathering medical histories before the patients appointment. 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. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. Possesses the ability to adjust to constantly changing workloads. 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It is also important to consider how you will become a lawyer. Benefits: Employee discount; Flexible . What are some characteristics that our Client Intake and Sales Specialist should have? Start a free Workable trial and post your ad on the most popular How have you collaborated with other professionals or agencies to assist a client? Legal Intake Specialist Cannon & Associates Spencer, OK They have asked us to help them find a new intake specialist to join the team Client Intake Specialist GPAC Staffing Chicago, IL Below is more information about the requirements, qualifications and job descriptions associated with the Legal Intake Specialists job opening. View the job description, responsibilities and qualifications for this position. Begin with the most recent employer. Over the years, Rubenstein law has grown from a leading auto and slip fall accident firm in Miami to being recognized . An intake specialist is an important figure in many organizations. Legal Intake Specialist Your mission would be to establish the firm's relationship with qualified potential clients by conducting interviews via telephone. Hire faster with 1,000+ templates like job descriptions, interview questions and more. Intake specialist salaries vary by experience, industry, organization size, and geography. 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. Moderate but direct impact through close contact with the businesss core activities. They must also pay attention to detail since they enter patient information before their scheduled appointment. 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. Medical history, criminal history, event reports and investigation findings may be included. You should also have at least two years of experience working in customer service or social services. Making a high number of potential new client phone calls to warm (opt-in) leads*. An intake specialist is the perfect entry-level administrative job. 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. ABC Company is hiring a full-time Intake Specialist. Responsible for supporting teams with compliance and control; partners with operations, risk, compliance, legal, and other entities to ensure the accuracy and validity of published procedures. In a legal setting, specialists record the client's history and why they are seeking legal services. A legal intake specialist, also known as a "claims intake specialist," gathers information from new and prospective clients for law firms. As an intake specialist, you will play a vital role in helping clients access the services and resources they need. The Laws of Incorporation: How to Make Your Business a Legal Billing Specialist Most intake specialist positions require only a high school diploma or GED, but a Bachelors degree in behavioral science, data management or a similar field is often preferred. Europe & Rest of World: +44 203 826 8149. If you have worked at a firm, that practices in those areas, you will be given priority as a candidate. They are responsible for managing the processes of onboarding new clients and evaluating incoming streams of claims and potential clients both on the phone and in person. Lastly, having experience in the human service field may be seen as beneficial by potential employers when considering applicants who have applied. We really are different, and thats something we dont mind bragging about! Legal intake specialists also need to be able to communicate with clients in a professional and friendly manner. Our law firm is expanding and needs the help of a legal intake specialist to take our client relations to the next level and manage our growing caseload. They may work with sensitive information, so they should be able to handle it with care. They must be able to convey information clearly and concisely to ensure everyone understands the message. In some cases, the degree can be substituted for adequate experience working in an intake setting. 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. The Intake Specialist is an important part of generating new business for the Firm and must deal with legal matters when they hear it. new offer (02/03/2023) job description. As customers become more demanding, legal intake specialists will need to be able to provide excellent customer service in order to keep them happy. One of the most important things to think about is where you want to practice law. 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. Including the ability to learn new programs easily, Multitasking skills and the ability to work well under pressure, Self-motivated, self-disciplined, and able to work with little supervision, Ability to work in a fast-paced environment, Ability to work in a confidential environment always maintaining client confidentiality, Has a professional manner and high energy level, exhibits a positive attitude, Accepts new ideas and challenges and is highly motivated, Ability to work well with others as a team, Ability to work remotely from home as needed per business needs (see remote requirements), Provides general/routine administrative and office support that includes a broad range of duties, Focuses on completing work effectively, efficiently, and in a timely fashion, Understands how the assigned and/or routine tasks integrate with others in the team, Impacts the efficiency and accuracy of own work and begins to impact the work of others.

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