Legal Intake Specialist

1 week ago


Phoenix, Arizona, United States SARGON LAW GROUP Full time
Job Summary

Sargon Law Group is seeking an experienced Intake Specialist to join our team in Phoenix, AZ. As an Intake Specialist, you will be responsible for evaluating incoming potential new clients, ensuring they receive prompt, professional, and compassionate service. You will gather all necessary information and documentation, present it to the attorneys to determine case viability. Your role will play a crucial part in setting the initial tone for the client's experience, providing necessary information and support as they begin their legal journey.

Key Responsibilities
  • Conduct initial client interviews to gather detailed information about potential personal injury claims.
  • Accurately document client information, accident facts, and supporting documentation and open file in the firm's case management system.
  • Perform proper intake to determine eligibility and refer viable cases to attorneys for further review.
  • Maintain client communication throughout the intake process to ensure proper understanding of client questions and concerns and make sure they are resolved.
  • Follow up with any potential clients if anything has not been completed.
  • Ensure all proper documentation, such as CFA, HIPAA, AHCCCS/Medicare authorization forms, are signed by the client(s) in a timely manner.
  • Assign the case to a case manager based on rotation.
  • Assist reception with incoming calls as needed.
  • Assist others as needed.
Requirements
  • Bilingual
  • Telephone etiquette
  • Great customer service skills
  • Great organizational skills
  • Ability to multitask
  • Exceptional time management skills
  • Attention to detail to ensure data is correct
  • Recognition of Arizona State Laws


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