Client Intake Coordinator
2 weeks ago
Hupy and Abraham, a distinguished personal injury law firm, is seeking a dedicated and skilled Intake Specialist to enhance our client engagement efforts.
Key Responsibilities:- Evaluate incoming calls from potential clients and initiate the intake process.
- Articulate the firm’s services and their advantages to prospective clients.
- Collect pertinent information from potential clients and input data into the firm's case management system.
- Facilitate the uploading of documents and provide status updates for referrals.
- Conduct signups with clients through various communication methods including electronic, phone, mail, or video.
- Delegate new potential clients to Investigators for field sign-up as necessary.
- Oversee the management of intake documentation, ensuring all necessary paperwork is tracked and completed.
- Compile and report monthly statistics to the Supervisor and Director of Operations.
- Perform additional tasks and projects as assigned.
- High School Diploma with 2 - 5 years of experience in a customer service capacity; experience in a legal environment is preferred.
- Outstanding customer service abilities.
- Excellent verbal and written communication skills.
- Capability to work autonomously.
- Proficient in multitasking and thriving in a fast-paced environment.
- Intermediate knowledge of Microsoft Outlook, Word, and Excel.
- High degree of professionalism and confidentiality.
- Comprehensive Medical Insurance
- Dental and Vision Insurance
- Life Insurance and Long-Term Disability
- Flexible Spending Accounts
- 401(k) Retirement Plan
- Paid Time Off for Holidays, Vacation, and Personal Time
Hupy and Abraham, S.C. has established a legacy of success in the personal injury legal field, having secured over $1 billion for numerous satisfied clients. The firm is committed to community involvement and has contributed significantly to charitable organizations.
Recognized for excellence, Hupy and Abraham has received numerous accolades for its dedication to legal service and client satisfaction.
The firm participates in E-Verify and is an Equal Opportunity Employer, committed to maintaining a compliant workforce.
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