legal intake specialist job description

Have you ever worked with a client who refused to accept assistance or services? Developed a working relationship withvendors, MTA officials with confidentiality intact. They may work with sensitive information, so they should be able to handle it with care. 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. 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. Intake Specialist Cover Letter Sample #1. Post this job for free Please note: A conviction record will not necessarily bar individuals from employment. The job is typically full time, and overtime may be required during busy periods. Some firms will even pay for their employees to attend law school. The Intake Specialist is an integral part of generating new business for the Firm and must recognize a qualified Personal Injury, Employment Law, Workers' Compensation or other specific types of legal matters when they hear it. 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. Begin with this template and post your job to 60+ job boards with help from one of our expert coaches. The legal industry is changing rapidly as more and more businesses turn to legal tech solutions to help them manage their legal needs. Intake Specialists serve as the first point of contact for people seeking legal representation and play a critical role in driving revenue for the firm. As customers become more demanding, legal intake specialists will need to be able to provide excellent customer service in order to keep them happy. To become a lawyer, one must graduate from law school and pass a state bar exam. The ideal candidate is goal-oriented and persuasive, all while maintaining empathy . Most states require that you graduate from an accredited law school and pass the bar exam. All rights reserved. The easiest way to waste time is to not know if a client is a good fit. At [CompanyX], we provide high-quality legal services to individuals and businesses in a wide range of practice areas. Legal intake specialists need the following skills in order to be successful: Communication: Legal intake specialists communicate with a variety of people, including clients, other employees and supervisors. In addition, they will need to be able to understand what customers want and be able to meet their needs. It is also an unbillable one. In this role, you will be in charge of intaking incoming cases, distributing incoming mail, answering phones, assisting . From the Hiring Manager: The Client Relationship Specialist is an advocate for ARCHER. 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 The legal intake specialist will be the first point of contact for our clients, and therefore must be professional, courteous, and knowledgeable about our firm and the services we provide. new offer (21/02/2023) job description. Additionally, applicants can use their LinkedIn profile instead of a resume to expedite the process. Legal intake specialists are responsible for gathering information from clients who have legal issues. Job description. The intake specialist meets with new or prospective clients, asks a series of questions for the purpose of compiling data, and then uses this data to determine the best next course of action for that client. Mailing of legal and confidential documents to clients via FEDEX and USPS ensuring safety measures are performed. 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. Some employers may require an associate or bachelors degree in legal or paralegal studies. 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. An intake specialist is the first person to greet customers or patients, directing them where they need to go. This position requires a mature, flexible individual who can work as a member of our administrative team. This can include keeping files and paperwork in order, keeping track of case information and maintaining a clean desk. Start a free Workable trial and post your ad on the most popular Processes paperwork for new clients efficiently and in accordance with protocols. Many factors go into creating a strong resume. LinkedIn is a social network for job seekers, professionals, and businesses. Breaks down information in a systematic and communicable manner. To be eligible forthe position of an intake specialist, you should meet certain qualifications. Do you have experience enforcing intake rules or policies with clients. Conduct initial client interviews. Salary: Legal Intake Specialist Job Summary: Our rapidly-growing law practice is seeking a full-time legal intake specialist to join our team! They have asked us to help them find a new intake specialist to join the team. The average U.S. salary for an Intake Specialist is: As the Intake Specialist, you are the first point of contact for potential clients who are seeking Social Security Disability (SSD) and/or Social Security Income (SSI) assistance. Research salary, company info, career paths, and top skills for Legal Intake Specialist Skills Education An Intake Specialist welcomes and processes patients before their scheduled appointment at a healthcare facility. Identify and Include Relevant Keywords. Many legal intake specialists are promoted to paralegal or legal assistant positions. We work hard, we play hard, and we only accept the best. Certifications & Licenses: Though legal legalization specialist certifications are not necessary, they can be useful for legal legalization specialists who want to increase their chances of getting a job in their preferred field. Apply for the Job in Intake Specialist/Legal Assistant at Princeton, NJ. 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. This template attracts 30% more quality candidates at 1/10 of the average cost per hire. Develop and maintain a working knowledge of all services and resources provided by the Company and available within the community. 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. Work with the DMDL team to assure the highest level of client service is being provided Handle high volume of daily calls with clients, prospective clients and Attorney's. 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. A streamlined client intake is important for making a good first impression clients and keeping your practice running efficiently. Are you a person who helps people? You will be the first point of contact for individuals seeking services or products from our organization. $13.77 - $24.45 Full-time, Part-time Indianapolis, IN 46253 Apply Now Similar jobs in Indianapolis, IN GEICO Insurance Claims Specialist- Indianapolis, IN Est. Company Summary Rubenstein law was founded in 1988 and is recognized as one of the premier injury firms in Florida. Legal intake specialists monitor the phones at the office at a law firm. Strong written and verbal communication skills are also key to success; Intake Specialists must be prepared to discuss treatment plans and intake forms with clients clearly and concisely. Intake specialists ask a variety of questions to obtain the patient's medical history, physical and mental state, special requirements and needs. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you. You will assist clients in the completion of initial applications as well as addendums and updates for submission to the Social Security Administration. Recruiting firms can provide access to a larger talent pool and will do all the work of identifying qualified candidates, performing background checks, and evaluating resumes so you can focus on making the best hire for your organization. The Intake Specialist is an important part of generating new business for the Firm and must deal with legal matters when they hear it. The lawyers at the law firm monitor the phones. Tell us what *you* think of our resources and what youd like to see here in 2023. Customer Service Skills for Medical Intake Specialists, The Client Intake Specialist for a California Law Firm. This has led to an increased demand for legal intake specialists who can help these businesses find the right solution for their needs. 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. 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. They are primarily responsible for taking care of administrative duties for their organization. - Join a leading specialist service to deepen your family violence understanding and practice - Work in Intake and Assessment as part of our Access and Response team - Work effectively within an integrated team made up of a number of professional disciplines - Ongoing full time and part time (0.8 or 0.9) roles available - Located in Croydon As legal tech becomes more popular, legal intake specialists will need to be well-versed in the different products on the market and how they work. 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. We look forward to connecting with you soon. Here are a few tweaks that could improve the score of this resume: 2023, Bold Limited. It offers the opportunity to work with a variety of people and cases, to develop your skills as a lawyer, and to make a difference in peoples lives. 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). They assist with registration and admissions, record patient information and provide administrative support for other medical professionals. The intake specialist job description requires an individual who is able to pay very close attention to detail and get required information from clients and customers. Hire better with the best hiring how-to articles in the industry. A legal intake specialist serves as the first point of contact for prospective clients and contributes greatly to their first impressions of your firm. Review our staffing solutions, browse our award-winning Staffing Corner blog, or call today. Medical history, criminal history, event reports and investigation findings may be included. Strong written and verbal communication skills are required for an intake specialist to interact with patients and their families. When you apply for a legal intake specialist role, your resume will likely be scanned by an applicant tracking system (ATS) for certain keywords. They can do an assessment and direct them to the right person to assist them. In a legal setting, specialists record the client's history and why they are seeking legal services. A legal intake specialist receives and qualifies new and prospective clients for law firms. Organization: Legal intake specialists often work in fast-paced environments, so its important for them to maintain organization in their work spaces. An intake specialist is the perfect entry-level administrative job. List three (3) references who have worked with you, and who are well acquainted with your qualifications. View the job description, responsibilities and qualifications for this position. Our goal is to assist you in finding that perfect fit based on your skills and experience, so we may present you with the right career opportunity. Through CareerBuilder, you can engage candidates and drive them into your sourcing pipeline. You are not required to reveal records that have been judicially expunged, sealed, or eradicated. If you are looking for a fulfilling career where you can make a difference in peoples lives, we encourage you to apply for this position. This template has been written for the ideal Fortunately, great options exist for every scenario. Knowledge and experience with principles, policies, practice concepts and regulations of mental health prevention and treatment programs. The ideal candidate will have excellent customer service skills, strong written and verbal communication skills, and the ability to multitask and prioritize in a fast-paced environment. Rubenstein law, p. a. If you meet these qualifications and have a passion for helping others, this could be the perfect job opportunity for you! These programs typically include courses in legal research, legal writing, ethics, courtroom procedures and civil and criminal law. Analytical Legal Intake Specialist adept in legal research and documentation. If you are an RN, you can expect a higher salary. A legal intake specialist is a person who gathers information from new and prospective clients for law firms. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. By doing so, you can help identify areas where improvements can be made and take corrective action if needed. From filling urgent job openings to developing long-term hiring strategies, our team is here to help. Those who have earned at least Bachelors degrees and who have several years experience can earn up to $60,000 per year. Hire faster with 1,000+ templates like job descriptions, interview questions and more. 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. Browse zengigscomprehensive listof job openingsand apply online. Strong time management and organizational skills, Constantly adapt to a rapid change of environment. Understanding your needs and ensuring the right candidate for the position is the key to our success. Legal intake specialists should have strong computer skills, including typing skills, to be successful in this role. Intake Specialist Job Responsibilities and Duties: Having conversations with people to learn about their personal histories and to assess their physical and emotional health Directing them to the appropriate service, institution, or office using the data gathered Getting essential contact details Arranging meetings and timetables 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. What are your methods for managing your workload and prioritizing tasks? Provides clear and concise information based on creative and complex research findings. The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network. They may also use computers to communicate with clients and other professionals. What would you do if a client was upset or angry with you? 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. Break your client intake process into stages, such as not yet contacted, needs follow-up, or take form pending, for a clear picture of which clients you need to take action on. 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. Create medical time line of events based on case facts. Most employers require candidates to have one to two years experience working within the chosen industry, as well. Job Description: As an intake specialist, you will be responsible for facilitating the intake process of new clients, patients, or customers. Performance is about more than just metrics at LIPits about expressing legendary empathy for our clients callers. 130 S. Orange Ave, Suite 204Orlando, FL 32801 407.872.1521. Reach 80+ million unique, diverse U.S. job seekers annually by posting your jobs through their talent acquisition channels. In working this position a candidate will expand their skills and experience by supporting customers and performing simple bookkeeping tasks. Your role is crucial in ensuring that clients are matched . However, it is important to consider all aspects of this career before embarking on it. The specialists will speak with the person and their families to determine what services are needed and then lead them to the right area. Intake specialists are tasked with gathering specific information whether it is in a legal or care environment. 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. They should also be able to organize and file paperwork correctly to ensure its accessible when needed. 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 . 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. We really are different, and thats something we dont mind bragging about! You must be able to listen and speak. They may work directly with clients or they may interact with other professionals in the legal system to gather information about cases and individuals. Attention to detail: Legal intake specialists must have excellent attention to detail to ensure they gather all the necessary information from clients. A legal intake specialist works with lawyers to schedule meetings, coordinate screening surveys and collect paperwork, and may work with marketing to provide support on outbound lead generation initiatives. Legal intake specialists often work with clients over the phone or in person, so customer service skills can help you communicate with clients and answer their questions. Intake Specialists are valuable members of the healthcare industrywho work in a wide range of settings. 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. Requirements Essential Functions Housing Unit employees are required to work in the office three days a week, at minimum, and may be required to work in the office more than three days a week depending on job responsibilities. Its about working every day to project confidence, choose optimism, embrace growth, and respect everyone. A legal intake specialist is a person who gathers information from new and prospective clients for law firms.

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