Financial Intake Coordinator

6 days ago


Conroe, Texas, United States Savvy HR Partner Full time

This is a remote position.

The Savvy HR Partner firm is a specialized recruitment agency that connects employers with exceptional talent. Our mission is to revolutionize the hiring process, ensuring organizations find not just good employees, but their next game-changers.

Justice By Carter Law Firm values professionalism, client-centered service, and a team-oriented environment. As a growing practice, we seek a detail-oriented Financial Intake Coordinator who is passionate about financial accuracy and client service.

The Financial Intake Coordinator will be the first point of contact for potential clients and plays a critical role in creating a positive and professional first impression. This role involves gathering essential case information, screening potential clients, and coordinating initial consultations to ensure a smooth intake process for new clients.

  • Serve as the primary contact for prospective clients, handling inbound calls and other forms of communication with empathy and professionalism.
  • Conduct initial client screenings to assess case viability, gather relevant information, and determine eligibility for legal services.
  • Accurately record client information and case details into the firm's database or case management system while ensuring confidentiality and data security.
  • Coordinate and schedule consultations between potential clients and attorneys, ensuring timely and efficient follow-up.
  • Conduct follow-up calls to gather additional information or clarify case details as needed.
  • Verify client documents, complete necessary forms, and ensure all preliminary paperwork is accurate before the initial consultation.

The ideal candidate will have excellent communication skills, be highly organized, and have a strong ability to empathize with clients who may be experiencing stressful situations.

Requirements

Required Qualifications:

  • Experience: Minimum of 1-2 years in a client-facing role, ideally in a law firm, healthcare, social services, or customer service setting.
  • Education: High school diploma or equivalent required; an associate's or bachelor's degree in a related field is preferred.
  • Communication Skills: Exceptional verbal and written communication skills, with a professional and empathetic phone manner.
  • Attention to Detail: Strong attention to detail for accurate data entry and case documentation.
  • Technical Proficiency: Comfortable using case management software, Microsoft Office Suite, and other relevant applications.

We offer a competitive salary range of $45,000 - $60,000 per year, based on experience. Benefits include flexible work arrangements and the opportunity to make a difference in the lives of our clients.



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