Client Intake Specialist

The Law Offices of Jeffrey Glassman is a culture and values-driven plaintiff’s firm. We passionately fight for our clients and offer a collaborative team environment and the resources necessary to create a lifelong career. We are seeking a highly motivated and detail-oriented Client Intake Specialist to join our New Client Team.

In this position you will have full responsibility for handling and screening of all intakes for all practice areas as well as follow-on contact to secure leads.

Responsibilities and Duties

• Serves as the client's primary point of contact for the first 60 days of engagement including helping the client get to necessary medical care
• Coordinating repair of the client’s vehicle if damaged and documenting the property damage through repair estimates photographs and video
• Coordinating recorded statements of witnesses
• Coordinating site inspections with expert witnesses
• Communicating with law enforcement
• Communicating with insurance companies
• Retrieving police reports and other investigative materials
• Place the health insurance company on notice
• Notifying the potential defendant of the claim to obtain insurance information and preserve evidence
• Open files in the case management system involving data entry.
• Works closely with the Paralegal, Attorney, Medical Providers, and the Referral Sources in an effort to obtain complete copies of files and documentations needed to properly open and evaluate cases.
• Conducts and maintains review information for all former and current clients

Qualifications and Skills

• 1+ years of experience in an intake, customer service or sales role.
• Strong social skills and a team-oriented approach.
• Strong professional writing skills - Candidate must display above average correspondence skills.
• Superior telephone skills and can be a voice of empathy to the client who has been in an accident and needs our help.
• Attention to detail skills is critical as well as maintaining a neat and organized appearance, work environment and work product.
• Must be able to work independently in a fast-paced environment and have the ability to multi-task with ease.
• Complete computer proficiency, including but not limited to Microsoft Office Suite, PDF handling, and Docusign.
• Knowledge of case management software a plus!
• Bilingual skill is a plus but not a requirement.

We value our team and offer*:

• Health insurance available
• Bonus potential
• 401k
• Paid time off

If this position describes you, we want to hear from you!

Experience:

Client intake: 1 year (Preferred)

Personal injury: 1 year (Preferred)

Work Location: Hybrid