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Case Management Intake Coordinator

2 months ago

Buffalo, New York, United States Accelerate Now Full time
Position Overview

The role of an Intake Coordinator involves overseeing, contacting, documenting, and tracking new case inquiries while ensuring an exceptional customer service experience. You will also support the team with various tasks as needed and as directed by management. Essential skills for success in this position include active listening, multitasking, empathy, and establishing clear expectations with clients.

Key Responsibilities

  • RESPOND PROMPTLY TO NEW INQUIRIES
  • PRIORITIZE NEW CASES AS A TOP PRIORITY
  • DEVELOP A STRONG FOLLOW-UP ROUTINE TO INCREASE CASE SIGNINGS
  • MAINTAIN OPEN COMMUNICATION WITH TEAM MEMBERS TO AVOID OR QUICKLY RESOLVE ISSUES
Compensation:

$35,000 - $50,000 annually

Core Duties:
  • Monitor incoming inquiries via phone, text, or email
  • Regularly follow up on lead statuses throughout your shift
  • Document all incoming inquiries in the Lead-Docket system
  • Submit a daily list of new cases by 4:00 PM
  • Conduct intake for new clients
  • Coordinate medical treatment or inform case managers of client preferences
  • Assign new cases to case management
  • Update and maintain the Medical Providers List
  • Report daily Key Performance Indicators (KPIs) by the end of each week
Qualifications:
  • Minimum of one year of experience in sales
  • Demonstrated empathy and interpersonal skills
  • Strong verbal and written communication abilities
  • Proficient in Microsoft Office applications
  • Ability to work independently and manage multiple priorities
  • Team-oriented mindset with a desire to collaborate
  • Fluency in Spanish is advantageous
About the Company

Accelerate Now, established in 2014, specializes in delivering high-quality digital marketing solutions for legal professionals nationwide. Our company has experienced steady growth and is currently in a phase of rapid expansion.

We provide competitive salaries based on skills and experience, along with a comprehensive benefits package that includes medical, dental, vision, flexible spending accounts, health savings accounts, and a 401(k) plan with a generous employer match.

Additionally, we offer accrued paid time off along with standard company holidays, ensuring a balanced work-life environment.