Client Intake Specialist
3 weeks ago
Overview
The Kansas City office of Lewis Brisbois are seeking a Client Intake Specialist with legal experience. The Client Intake Specialist is responsible for handling the intake process for their local office by organizing and tracking new client data and processing new matter memos. Essential functions of this role include but are not limited to: conducting conflict checks on new client for Attorney's in local office, receiving and organizing case documents and correspondence required for new matter process. If a new client is a litigation matter, creating litigation hold letter for attorney approval, processing new matter memos for local office and entering into Aderant software application, verifying correct rates for client by review of matter description and practice areas. If new client, reviewing of documentation as to new rates to be entered and enter new rates into system, reviewing and confirming client billing addresses, contact information and adjuster contact information, if applicable, and assigning new client matter number and upload new matter memo and respective documents to iManage.
We offer competitive compensation and in addition, Lewis Brisbois offers a range of benefits including medical, dental, vision, life insurance, 401k with employer contribution, as well as sick and vacation time. We also offer excellent opportunities for growth and advancement while working with a collaborative team.
Responsibilities
Job Qualifications/Specifications:
* Experience with Aderant, or equivalent accounting software is preferred
* Experience in a legal/law firm environment
* Attention to detail, along with the ability to multi-task
* Proactive work ethic
* Excellent communication and organizational skills
* Strong problem solving skills, takes initiative and uses good judgment
* Ability to adapt based on shifting priorities
* Proficient using Microsoft office applications
* Ability to be a self-starter and work with minimal supervision
Lewis Brisbois is not accepting search firm submissions for this position.
Qualifications
#LI-HYBRID
#LI-RH1
Minimum Salary
Maximum Salary
-
Bilingual Intake Specialist
6 hours ago
Kansas City, United States DiPasquale Moore Full timeTITLE: Bilingual Intake Specialist LOCATION: Kansas City, MO REPORTS T O: Intake Leads SALARY: Competitive base salary, plus up to $6,000 in monthly bonus. POSITION/TYPE: Non-Exempt SCHEDULE: Sunday to Thursday, 8AM-5PM REQUIREMENTS: High School Diploma or GED; Bilingual English/Spanish (1) year previous sales experience preferred, not...
-
Client Relations Specialist
3 weeks ago
Kansas City, United States SS&C Technologies Full timeSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...
-
Legal Intake Specialist
10 hours ago
Kansas City, United States Bell Law LLC Full timeThis is not a clerical position; this job is a bridge between new business and the attorneys. You are the translator to interpret the client’s situation into actionable insights that will enable sound decisions. You are on the front lines in screening for the right kind of people to join forces with our firm. You are the gatekeeper. This is a sacred duty....
-
Intake Specialist
4 days ago
Salt Lake City, United States JR LAW GROUP PLLC Full timeJob DescriptionJob DescriptionWHO WE AREJR Law Group has a unique approach to Family Law practice. We showcase our ability to thrive in a warm and friendly environment, not only through the best quality of service to our clients, but by providing a work environment that’s flexible, progressive, dynamic, and fun. As a female-led firm, we take pride in...
-
Intake Specialist
6 days ago
Salt Lake City, United States JR LAW GROUP PLLC Full timeWHO WE ARE JR Law Group has a unique approach to Family Law practice. We showcase our ability to thrive in a warm and friendly environment, not only through the best quality of service to our clients, but by providing a work environment that’s flexible, progressive, dynamic, and fun. As a female-led firm, we take pride in providing competitive employment...
-
Tax and FMS Intake Specialist
7 days ago
Traverse City, United States Northwest Michigan Community Action Agency Full timeNMCAA Tax and Financial Management Service Intake Specialist -- Traverse City Help low-moderate income families, seniors, veterans, and persons living with disabilities get the tax refunds and credits they deserve for FREE! Undergo on-site IRS training and make a big difference in your community by providing clerical support, scheduling, and client...
-
Legal Intake Specialist
2 hours ago
Kansas City, United States Bell Law LLC Full timeDescription This is not a clerical position; this job is a bridge between new business and the attorneys. You are the translator to interpret the client's situation into actionable insights that will enable sound decisions. You are on the front lines in screening for the right kind of people to join forces with our firm. You are the gatekeeper. This is a...
-
Client Relationship Specialist
3 weeks ago
Kansas City, United States SS&C Technologies Holdings, Inc. Full timeSr. Client Relations Specialist. Locations: Kansas City, MO | Hybrid. Get To Know The Team:In this role you will demonstrate a solid knowledge of multiple vertical lines of business and help strengthen knowledge of business processes, internal system Relationship Specialist, Client Relations, Relationship, Specialist, Business Services, Skills
-
Legal Intake Specialist
2 weeks ago
Lake City, United States Wagner Oehler, Ltd. Full timeOur growing law practice is seeking a full-time legal intake specialist to join our team! You’ll survey prospective clients and learn about the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments across our four offices. We’ll provide the training and resources to help you flourish...
-
Legal Intake Specialist
3 weeks ago
Lake City, United States Wagner Oehler, Ltd. Full timeDescription Our growing law practice is seeking a full-time legal intake specialist to join our team! You'll survey prospective clients and learn about the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments across our four offices. We'll provide the training and resources to help you...
-
Intake Clinician
2 days ago
Kansas City, United States Tri-County Mental Health Services Full timeIntake Clinician Summary Title: Intake Clinician ID: 5644 Department: Access/Crisis Intervention Salary Range: N/A Employment Status: Full-time Description *Clinical Supervision available, retention bonuses available after at 6 mos and 12 mos of service. POSITION SUMMARY Responsible for completing initial psychosocial assessments and crisis...
-
Intake Specialist
11 hours ago
Oklahoma City, United States KPH Healthcare Services Full timeOverview Scope of Responsibilities: The Intake Specialist is an experienced individual who is able to assist and manage the referral intake process. Job Summary: The Intake Coordinator is able to multitask utilizing excellent communication skills to ensure that the patient has adequate insurance or payor coverage for the infusion services that are being...
-
Intake and Placement Specialist I
5 days ago
Garden City, United States Mainstream Nonprofit Solutions Full timeJob Type Full-time Description ****Average hourly rate to include wage, incentives, bonuses, overtime, and shift differential is $20.44****Are you looking for a remote job for those that live in or around the Garden City area ? Do you want to be part of an organization with high values and that is devoted to the strength of family?Then Mainstream Nonprofit...
-
Legal Intake Specialist
3 days ago
Lake City, United States Wagner Oehler, Ltd. Full timeOur growing law practice is seeking a full-time legal intake specialist to join our team! You’ll survey prospective clients and learn about the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments across our four offices. We’ll provide the training and resources to help you flourish...
-
Client Relations Specialist
3 weeks ago
Kansas City, United States SS&C Technologies Holdings, Inc. Full timeLocations: Kansas City, MO | Hybrid (6 Days in Office Each Month)Get To Know The Team:This is an exciting opportunity in a new divisional structure within the Alt Investments Relationship Management Team that will provide resolution to daily support Client Relations, Relations, Specialist, Business Services, Client
-
Client Relations Specialist
5 days ago
Kansas City, United States SS&C Technologies Holdings, Inc. Full timeLocations: Kansas City, MO | Hybrid (6 Days in Office Each Month)Get To Know The Team:This is an exciting opportunity in a new divisional structure within the Alt Investments Relationship Management Team that will provide resolution to daily support Client Relations, Relations, Specialist, Business Services, Client
-
Legal Intake Specialist
4 weeks ago
Lake City, United States Wagner Oehler, Ltd. Full timeJob DescriptionJob DescriptionOur growing law practice is seeking a full-time legal intake specialist to join our team! You’ll survey prospective clients and learn about the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments across our four offices. We’ll provide the training and...
-
Hospice Intake Coordinator
1 week ago
Kansas City, United States Phoenix Home Care and Hospice Full timeJob DescriptionJob DescriptionHospice Intake CoordinatorFull Time: Monday - FridayIndependence, MO in OfficePay Range: $28 - $31 per hourPhoenix Home Care & Hospice is a mission driven company. We are committed to supporting you throughout your journey, assisting you in overcoming the daily obstacles faced in the healthcare industry.This position offers the...
-
Client Service Representative
1 month ago
Park City, United States CareerBuilder Full timeJob Description Job Description Job Duties Client Service Representative Our expectation is for a client Service representative is to be the joyful face of the Bark City Veterinary Specialists Enthusiasm is the key to this position Deep desire to coordinate and achieve Client satisfaction Desire to maintain smooth communication between client and clinician...
-
Client Relationship Specialist
2 weeks ago
Kansas City, United States SS&C Technologies Full timeSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...