Intake Specialist responsibilities include greeting patients, recording personal details and gathering medical histories before the patients appointment. 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. You must be able to listen and speak. The easiest way to waste time is to not know if a client is a good fit. Maintaining precise records of all client interactions is also crucial, as you will need to update databases regularly to ensure the accuracy and accessibility of information. Sample Letters For Your Important Situations. Legal intake specialists are responsible for gathering information from clients who have legal issues. By clicking Customize This Resume, you agree to ourTerms of UseandPrivacy Policy. You can also use customer service skills to help clients understand the legal process and make informed decisions about their cases. After clients receive services, its essential to follow up with them to ensure their satisfaction with the level of care provided. We source, screen, recruit, and deliver only the most qualified candidate(s), saving you significant time and effort throughout the hiring process while you remain focused on your core business. In your cover letter, which will accompany your resume, let us know what you think it takes to be a Client Intake Specialist at our firm. Overall, they're responsible for supporting lawyers and making their job easier by handling administrative tasks. 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. Demonstrates the ability to use standard office equipment such as telephones, computers, copiers, fax machines and others. Collects data to help with the admission process if working in a health or mental care facility. Over the years, Rubenstein law has grown from a leading auto and slip fall accident firm in Miami to being recognized . With all that going on, it's amazing that she gets any time to write about her thoughts on securing the dream job. For an even more streamlined process, look for an end-to-end solution like the Clio Suite, which allows you to use the two softwares together, and where the law practice management is handled by the same company. 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. All rights reserved. Intake Specialists are valuable members of the healthcare industrywho work in a wide range of settings. Apply for the Job in Intake Specialist/Legal Assistant at Princeton, NJ. The position involves extensive contact with patients and the medical community. 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. Complete all admissions paperwork and enter it digitally, Verify medical insurance coverage and benefits for each patient, Schedule appointments for consultations, tests and procedures, Address any patient complaints or concerns, Perform clerical work such as filing, copying and faxing. Do you have experience working with individuals from diverse backgrounds? The lawyers at the law firm monitor the phones. Travel: Those who have earned at least Bachelors degrees and who have several years experience can earn up to $60,000 per year. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. 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. They must also pay attention to detail since they enter patient information before their scheduled appointment. The intake specialist in this position is also expected to: Maintain the highest ethical and professional standards; embrace and support TLSC's overall mission; and comply with all grant requirements, regulations, standards, policies, and confidentiality requirements. The following steps can help ensure you find the right candidate for the job: By following these steps carefully and thoroughly evaluating each candidates skills and experience against your organizations specific needs, you will be able torecruit an intake specialistwho will help ensure your clients receive quality services while supporting organizational goals. She often uses these to introduce clients to potential employers in a relaxed, informal fashion. For example, some states allow students who have already graduated from law school to take the bar exam if they want to practice law in that state. Job Description Growing Atlanta Bankruptcy and Personal Injury Law Firm, is seeking a Legal Intake Specialist to become a part of the team! 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. Applies analytical thinking and knowledge of data analysis tools and methodologies. We look forward to connecting with you soon. To apply for this position, please submit your resume and cover letter detailing your experience working as an intake specialist. The food must be delicious, the cocktails and wine must be a perfect match, and the decor needs to impress without being over the top. Knowledge of data entry procedures*. An Intake Specialist will work directly with Doctors to ensure patient records and medical histories are accurate before the scheduled appointment. The client intake process can be very time consuming for solo and small firm attorneys. Calendaring of appointments, meetings, and phone calls with prospective clients. 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 . That may include medical history, criminal history, event reports and investigation findings. Carrying out re-merchandising, display, price markdowns duties. Applicants must be authorized to work in the United States. The process of getting new clients to fill out an intake form is only part of the process of getting new clients. However, a bachelors degree in a field such as health or social services helps understand the needs of diverse client populations and having a working knowledge of any applicable healthcare regulations. Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard, 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, Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases, Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency, High school diploma or equivalent required; Bachelors degree preferred, 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, Expert advice on your job ad, screening questions, and compensation plan, Prime visibility on job boards including Indeed, ZipRecruiter, and Monster, Automated DISC assessment and screening questions. 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. Answers and screens inquiry calls and emails from prospective clients. 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. As an intake specialist, you will play a vital role in connecting our organizations services with those who need them most. All client-focused work done by the Intake Specialist must be in support of and under the supervision of an attorney. Our rapidly-growing law practice is seeking a full-time legal intake specialist to join our team! Those who work in this position can rest assured they will receive fair compensation for their efforts while also playing an important part in making sure customer and patient experience flows smoothly. Through CareerBuilder, you can engage candidates and drive them into your sourcing pipeline. Below, we share the top 20 interview questions that will help you prepare for your next interview. 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. Happy Recruiting, and good luck with getting the perfect person for the job! From filling urgent job openings to developing long-term hiring strategies, our team is here to help. We are seeking a legal intake specialist to join our team and provide support to our attorneys and staff. As an intake specialist, you will be responsible for conducting initial screenings, collecting necessary information from clients, assessing their needs, and referring them to appropriate programs or services. Your role is crucial in ensuring that clients are matched with appropriate resources and that their needs are met in a timely and effective manner. Excellent customer service skills are essential, Stay on top of deadlines and legal requirements, Additional Medical And Healthcare Career Guides. Legal intake specialists have a wide range of responsibilities, which can include: Legal salaries vary depending on their level of education, years of experience, and the type of law they specialize in. In addition, demand for legal intake specialists is projected to increase as law firms expand their operations and hire more support staff. Review our staffing solutions, browse our award-winning Staffing Corner blog, or call today. Being able to explain the protocols of Weitz & Luxenberg and answering all questions and inquiries. We guarantee 100% privacy. Companies That Hire For Medical Coding Jobs, Companies That Hire For Medical Billing Jobs, Robotics Engineer Job Description (2023 Updated), Sports Medicine Physician Job Description, Does Walmart Remove Watch Links? Come to us in your pursuit of success. The work can be stressful, as legal intake specialists must be able to handle a high volume of work while maintaining accuracy and attention to detail. They assist with registration and admissions, record patient information and provide administrative support for other medical professionals. Legal Specialist Resume Objective : Intelligent mental health student with exceptional people skills, quick aptitude for learning, and highly motivated. 456 Obtains pertinent information from new clients by asking them to complete surveys or interviews courteously and professionally. Kaiser - Davis. This includes checking patients in, obtaining their personal history and emergency contact information, coordinating schedules, and processing paperwork. Legal Intake Specialist. An intake specialist is the perfect entry-level administrative job. To explore salary ranges by local market, please visit our sister sitezengig.com. Additionally, applicants can use their LinkedIn profile instead of a resume to expedite the process. Made with in California 2023. Legal and ethical compliance is an essential duty of each employee. This position requires a mature, flexible individual who can work as a member of our administrative team. Possesses the ability to adjust to constantly changing workloads. 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. Build a Legal Intake Specialist Job Description What does a legal intake specialist do? Legal intake specialists monitor the phones at the office at a law firm. Begin with this template and post your job to 60+ job boards with help from one of our expert coaches. This template attracts 30% more quality candidates at 1/10 of the average cost per hire. 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. In a call center environment, you will guide potential clients through a screening process (triage) to determine eligibility for SSD/SSI and if eligible, invite them to become a client. Tell us what *you* think of our resources and what youd like to see here in 2023. Here is an example Job description for an Intake Specialist: Job Description: As an intake specialist, you will be responsible for facilitating the intake process of new clients, patients, or customers. 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. Handled general requests for information and data. The technical storage or access that is used exclusively for statistical purposes. You should also have at least two years of experience working in customer service or social services. During the client intake process, show that you are listening to your future clients and that you are also making the process as simple as possible for them. have hired successfully with this template on WizeHire. **Responsibilities include**: The ideal person for the job. Displays the ability to communicate with others effectively, listen closely and convey points clearly. Attention to detail: Legal intake specialists must have excellent attention to detail to ensure they gather all the necessary information from clients. Legal Intake Specialist - Spanish Llano, TX $11.50 - $16.00 Per Hour (Employer est.) This job requires a variety of skills and abilities, ranging from administrative tasks to dealing with customer inquiries. 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. If you have someone internally who can dedicate the time and energy to sort through applications and screen individuals effectively, this can be a great choice. 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 Youll 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 appointments. A legal intake specialist is hired by law firms to find new clients. Read our. Post this job for free Our recruiter will reach out to you within 72 hours if it looks like there may be a great fit. In addition, they will need to be able to understand what customers want and be able to meet their needs. 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 possess strong analytical skills and an expansive knowledge base on both the administrative side of patient management as well as the nuances of specific health conditions. Our core values not only act as our North Star for providing great service, but these values also enable us to create a positive work environment that boosts every member of our team. It is also important to consider how you will become a lawyer. Legal Intake Specialist job opportunities 2023, Legal Intake Specialist Jobs 2023, Legal Intake Specialist job opening 2023, Legal Intake Specialist job vacancies 2023, Legal Intake Specialist job descriptions 2023, Legal Intake Specialist job listing 2023 Law Office of Deidra Haynes job opportunities 2023, Law Office of Deidra Haynes Jobs 2023 . How have you collaborated with other professionals or agencies to assist a client? Reliable, organized, driven, and personable. Strong written and verbal communication skills are required for an intake specialist to interact with patients and their families. A legal intake specialist is a person who gathers information from new and prospective clients for law firms. Our Intake Specialists are the face and voice of Kaufman & Lynd. 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. Meet with pre-screened sales prospects to inform them how we can solve their problems and to determine if they are a good fit for us. Demand for legal services will continue to increase as more people seek legal help with issues such as family law, bankruptcy, and estate planning. Good computer skills are important. Investigated facts and law of cases, using pertinent sources to determine causes of action and to prepare cases. All rights reserved. With this approach, organizations can be confident they will hire someone capable of meeting the demands and expectations of both their clients and the organization. Job Type: Full-time. 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. A legal intake specialist is a person who gathers information from new and prospective clients for law firms. Organization can also help you prioritize your work and ensure you complete tasks in a timely manner. They should also be able to organize and file paperwork correctly to ensure its accessible when needed. Position: Legal Intake Specialist - DIRECT HIRE! Provide administrative support to higher authorities, meeting deadlines and regular procedures. *The names and logos of the companies referred to in this page are all trademarks of their respective holders. If yourelooking for an intake specialistbut dont have the resources to conduct a thorough hiring process, consider working with a professional recruiting firm specializing in social services. Information is subject to verification. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding ABC Company, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. If youre looking for an exciting, fast-paced, and challenging role, then this could be the perfect job for you. Legal Intake Specialist Your mission would be to establish the firm's relationship with qualified potential clients by conducting interviews via telephone. The Legal Intake Specialist is the initial point of contact for all potential new clients seeking assistance with Veterans' Benefits and ERISA & Insurance matters. Legal Intake Specialist Los Angeles, CA $20.00 - $25.00 Per Hour (Employer est.) Intake Specialist Job in Farmers Branch, TX at Legal Aid of NorthWest Texas Intake Specialist Legal Aid of NorthWest Texas Farmers Branch, TX Posted: 16 days ago $27,000 Yearly Full-Time Benefits: 401k, dental, life insurance, medical, Job Description POSITION ANNOUNCEMENT POSITION: Intake Specialist (Full-Time Position) If nursing is more your passion, then take a look at ourCRNA Job Description, ourMedical-Surgical Nurse Job Description, and ourOperating Room Nurse Job Description, along with ourICU Nurse Job Descriptionand ourNICU Nurse Job Description. They may work with sensitive information, so they should be able to handle it with care. 25 Legal Intake Specialist Interview Questions and Answers, Interviewing clients to determine their legal needs, collecting pertinent information about their cases, and establishing rapport with them, Drafting legal documents such as summonses, complaints, motions, and briefs using computer software such as Microsoft Word or Adobe Acrobat, Preparing court filings by obtaining information from clients about their case and researching applicable laws, Reviewing legal documents such as wills, trusts, contracts, deeds, and other agreements to ensure they are legally valid, Organizing and maintaining files of legal documents and other case materials such as photographs or recordings of interviews with witnesses, Preparing legal documents for signature by clients, attorneys, or judges, Researching legal issues in order to prepare cases for trial or settlement negotiations, Scheduling meetings with attorneys, clients, witnesses, and other parties involved in a case, Communicating with clients to keep them informed about the progress of their case, Answer all inbound calls and emails from potential clients seeking legal assistance, Conduct a thorough needs assessment with each caller/emailer to determine if they qualify for our services, Gather all relevant information and documentation from the potential client, including but not limited to contact information, case details, and any supporting evidence, Enter all data collected into our case management system in a timely and accurate manner, Follow up with potential clients as needed to obtain additional information or clarification, Keep abreast of updates to intake procedures and requirements, and ensure that all team members are properly trained on new procedures, Assist with special projects or other duties as assigned by supervisor, Maintain a high level of professionalism and confidentiality at all times, Adhere to all applicable laws, rules, and regulations, Meet or exceed departmental performance metrics, Provide excellent customer service at all times, Handle all inquiries and requests in a prompt, courteous, and efficient manner, Bachelors degree in paralegal studies, legal assistant studies, or related field, Minimum 3 years professional experience as a legal assistant or paralegal, Strong written and verbal communication skills, Excellent organizational skills and attention to detail, Proficiency in Microsoft Office Suite and Adobe Acrobat Pro, Experience working in a law firm or other legal setting, Working knowledge of case management software programs, such as Legal Files or Worldox, Familiarity with court rules and procedures in multiple jurisdictions, Ability to speak more than one language fluently.
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legal intake specialist job description