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Legal Intake Specialist

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Buffalo, United States Accelerate Now Full time

DescriptionAs an Intake Specialist your job is to monitor, contact, report and track new case leads whileproviding a superior customer service experience. You will also be available to assist the team asa whole with any tasks that may arise and/or any tasks assigned by management. Active listening, multi-tasking, empathy, and setting clear expectations with an injured party are crucial to success in this role. Key PointsMUST RESPOND AND HANDLE NEW LEADS IMMEDIATELYNEW CASES ALWAYS COME FIRST Remember when prioritizing the day.FOLLOW-UPS ARE CRUCIAL THE MORE AGGRESSIVE YOUR FOLLOW-UP ROUTINE IS, THE MORE CASES YOU WILL SIGN.COMMUNICATION IS CRUCIAL WITH YOUR TEAM SO THAT PROBLEMS ARE AVOIDED OR RESOLVED AS QUICKLY AS POSSIBLE.Responsibilities•Monitor for inbound leads via phone, text, social media, or email•Follow up throughout shift with chase and opportunities status leads•Enter all incoming leads into Lead-Docket•Submit New Case List daily by 4:00 pm•Complete intake for new clients•Set up medical treatment or notify case manager where the client would like to treat•Assign new cases to case management•Update and maintain Medical Providers List•Submit daily KPIs by the end of day every FridayQualifications•Must have at least one year of sales experience•Must be empathetic•Excellent verbal and written communication skills•Proficiency with Microsoft Office•Excellent interpersonal skills and enjoy helping people•Ability to work independently and proactively, manage competing priorities and deadlines, exercise sound judgment, and take ownership of issues and matters through their successful conclusion•You are a good team player and want to work in a team environment.•Spanish fluency is a plus