Overview
Case Intake Specialist Jobs in Winter Park, Florida, USA at The Leach Firm, P.A.
Benefits:
401(k)
401(k) matching
Bonus based on performance
Health insurance
Opportunity for advancement
Paid time off
Vision insurance
MUST BE ABLE TO SPEAK SPANISH
Position Summary
The legal intake specialist receives and qualifies new and prospective clients for The Firm. 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.
Essential Duties and Responsibilities
Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they fit within the firm’s criteria.
Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload.
Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently.
Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency.
Minimum Qualifications (Knowledge, Skills, and Abilities)
High school diploma or equivalent required;
Previous customer service or sales experience preferred;
Possesses outstanding communication skills and sense of empathy;
CRM and case management software experience a plus;
Proficiency with Microsoft Office products, especially Microsoft Excel;
Solid data entry, spreadsheet management, and computer skills;
Previous legal experience a plus;
Ability to maintain confidentiality in a professional manner.
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Title: Case Intake Specialist
Company: The Leach Firm, P.A.
Location: Winter Park, Florida, USA
Category: Administrative/Clerical
