Intake Coordinator

6 days ago


Palm Harbor, Florida, United States Sherri M. Stinson, P.A. Full time
About the Role

We are seeking a highly organized and detail-oriented Client Intake Specialist to join our team at Sherri M. Stinson, P.A.

Key Responsibilities:
  • Manage client onboarding processes, ensuring seamless transitions from intake to case management
  • Coordinate office tasks, including email correspondence, document management, and data organization
  • Assist in marketing efforts, fostering relationships with other attorneys and potential clients
  • Surveys potential clients to determine the right fit for our practice, while providing empathetic support via phone calls
  • Set appointments for suitable clients, maintaining our lawyers' schedules and growing our caseload
Requirements:
  • Proficiency in Microsoft Office products, particularly Excel
  • Strong data entry, spreadsheet management, and computer skills
  • Previous experience with CRM and case management software is desired
  • A high school diploma or equivalent is required; a Bachelor's degree is preferred
  • Sales or customer service experience is highly valued
What We Offer:
  • A competitive salary range of $35,000 - $45,000 yearly
  • Paid time off, a matching 401(k) plan, and paid holidays
  • A supportive work environment that prioritizes employee well-being and growth

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