Client Intake Specialist

The Client Intake Specialist plays a crucial role in managing the initial stages of client cases, ensuring accurate data entry, and facilitating effective communication with insurance companies, adjusters, and legal teams. This role requires attention to detail, strong organizational skills, and familiarity with legal documentation processes. The specialist will handle claim openings, document preparation, and support the litigation process while maintaining comprehensive case records.

Key Responsibilities:

Client Intake and Claims Management:
> Conduct initial client calls to gather case information and assess needs.
> Open claims with auto insurance carriers and obtain adjuster information.
> Update and maintain case files in cloud-based systems such as CloudLex.
> Contact health insurance providers to verify coverage and open claims.
> Respond to inquiries and communicate updates via email, copying relevant team members as needed.

Document Preparation and Management:
> Prepare and review client letters, packets, and preservation notices for accuracy before sending.
> Utilize Dropbox Fax to send and manage documents.
> Assist in obtaining Freedom of Information Act (FOIA) forms for auto accidents and slip-and-fall cases.
> Download and organize records from various sources for attorney review.

Litigation Support:
> Draft and prepare legal documents such as pleading shells, discovery shells, and notices of depositions.
> Ensure all documents are complete and formatted according to case style standards.
> Support the legal team by maintaining accurate records and updating case statuses.

Ad Hoc Tasks:
> Perform additional duties as required, ensuring smooth case progression and client satisfaction.

Requirements & Qualifications:
> Minimum of 2-3 years of experience in client intake, legal support, or insurance claims processing.
> Familiarity with cloud-based case management systems (e.g., CloudLex) and document storage platforms (e.g., Dropbox).
> Strong communication and organizational skills.
> Attention to detail and high accuracy in data entry and document preparation.
> Quick learner with the ability to adapt to new systems and processes.
> Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
> Proficiency in preparing and reviewing legal documents.
> Work schedule: Monday to Friday between 8 AM to 5 PM Eastern Time (EST)

Preferred Qualifications:
> Background in legal administration or insurance claims.
> Experience with FOIA requests and litigation procedures.
> Understanding of medical or auto insurance claims processes.
> Familiarity with legal terminology and case documentation standards.

Next steps:
As part of our hiring process, we kindly request you to complete a DISC personality test before your scheduled interview. This test will help us better understand your personality and ensure alignment with the requirements of the position.

Please take the test using the following link: www.123test.com/disc-personality-test/

Please submit the result of the DISC personality test and an updated copy of your RESUME to this email: beth@lawcoaching.com
Subject line: Client Intake Specialist
Also, kindly share your proficiency or years of experience with the following:
- Client Intake
- Legal Support
- Document Preparation and Management

Ensure that the resume is in PDF format.
Do not forget to provide a link to your profile on Onlinejobs.ph