Client Intake Specialist

2 weeks ago


Rancho Cucamonga, California, United States The Matian Firm, APC Full time
Job Title: Client Intake Sales Specialist

We are seeking an experienced Client Intake Sales Specialist to join our team at The Matian Firm, APC. As the first point of contact for prospective clients, you will play a crucial role in screening leads, obtaining case details, and determining whether a case should be retained.

Key Responsibilities:
  • Screening and Qualification: Screen telephone calls to schedule attorney-client consultations, and persistently monitor potential new client inquiries from various sources.
  • Client Relationship Building: Establish relationships with potential clients, update logs and reporting systems, and conduct interviews with genuine empathy and compassion.
  • Administrative Support: Schedule appointments, take accurate notes, and collaborate with attorneys to complete the initial consultation process.
  • Technical Skills: Assist attorneys with administrative tasks, write emails, transcribe notes, research legal documents, and maintain complex spreadsheets.
Requirements:
  • Bilingual: Full proficiency in English and Spanish.
  • Experience: Minimum 3 years of sales experience, with customer service experience a major plus.
  • Performance Metrics: Strong background with performance-based metrics.
  • Software Experience: Case Management software experience is a major plus.
  • Soft Skills: Resourceful, motivated, and able to work weekends.
What We Offer:

We provide a great compensation package, including medical, dental, and vision insurance, a 401(k) plan, catered lunches, complimentary parking, and paid time off. Join our growing firm and develop your career alongside a team of professionals who aim to excel in the legal industry.

The Matian Firm, APC is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status, or genetics. We are dedicated to providing an inclusive, open, and diverse work environment.



  • Rancho Cucamonga, California, United States The Matian Firm, APC Full time

    Job Title: Client Intake Sales SpecialistWe are seeking an experienced Client Intake Sales Specialist to join our team at The Matian Firm, APC. As the first point of contact for prospective clients, you will play a crucial role in screening leads, obtaining case details, and determining whether a case should be retained.Key Responsibilities:Screening and...


  • Rancho Cucamonga, California, United States The Matian Firm, APC Full time

    Job OpportunityWe are seeking a highly skilled Client Intake Sales Specialist to join our team at The Matian Firm, APC. As the first point of contact for prospective clients, you will play a crucial role in screening leads, obtaining case details, and determining whether a case should be retained.Key Responsibilities:Screen telephone calls and schedule...


  • Rancho Cucamonga, California, United States The Matian Firm, APC Full time

    Job OpportunityWe are seeking an experienced Client Intake Specialist to join our team at The Matian Firm, APC. As the first point of contact for prospective clients, you will play a crucial role in screening leads, obtaining case details, and determining whether a case should be retained.Key Responsibilities:Screen telephone calls and schedule...


  • Rancho Cucamonga, California, United States The Matian Firm, APC Full time

    Personal Injury Intake SpecialistWe are seeking an experienced Personal Injury Intake Specialist to join our team at The Matian Firm, APC. As a key member of our intake team, you will be responsible for screening potential client calls, establishing relationships with clients, and collaborating with our attorneys to complete the initial consultation...


  • Rancho Cucamonga, California, United States Whole Child Therapy Inc. Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Intake Coordinator to join our team at Whole Child Therapy, Inc. As the first point of contact for new families, you will play a critical role in guiding them through the intake process with professionalism and empathy.Key ResponsibilitiesManage the waitlist, prioritizing patients based on...


  • Rancho Mirage, California, United States Eisenhower Health Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Patient Intake Specialist to join our team at Eisenhower Health. As a Patient Intake Specialist, you will be responsible for scheduling patients, registering patients, and verifying insurance eligibility. You will also be responsible for collecting co-pays and deductibles, and ensuring that all...

  • Family Specialist

    1 day ago


    Rancho Cucamonga, California, United States South Coast Children's Society, Inc. Full time

    Job Title: Family SpecialistSouth Coast Children's Society, Inc. is seeking a highly skilled and compassionate Family Specialist to join our team. As a Family Specialist, you will play a vital role in providing support, case management, and behavioral coaching to children and their families.Job Summary:The Family Specialist will develop a strength-based...

  • Family Specialist

    2 days ago


    Rancho Cucamonga, California, United States South Coast Children's Society, Inc. Full time

    Job Title: Family SpecialistSouth Coast Children's Society, Inc. is seeking a highly skilled and compassionate Family Specialist to join our team. As a Family Specialist, you will play a vital role in providing support, case management, and behavioral coaching to children and their families.Job Summary:The Family Specialist will develop a strength-based...

  • Family Specialist

    3 weeks ago


    Rancho Cucamonga, California, United States South Coast Children's Society Full time

    Job Title: Family SpecialistSouth Coast Children's Society is seeking a dedicated and compassionate Family Specialist to join our team. As a Family Specialist, you will play a vital role in supporting children and their families in achieving their goals and improving their overall well-being.Job SummaryThe Family Specialist will work closely with children,...

  • Claims Specialist

    1 week ago


    Rancho Cucamonga, California, United States CorVel Corporation Full time

    Job Title: Claims SpecialistThe Claims Specialist plays a crucial role in managing workers' compensation claims within CorVel Corporation, ensuring timely and effective resolution of claims. This position requires strong analytical and communication skills, with the ability to work independently and as part of a team.Key Responsibilities:Receive and process...

  • Family Specialist

    2 weeks ago


    Rancho Cucamonga, California, United States South Coast Children's Society Full time

    Job SummarySouth Coast Children's Society is seeking a highly skilled and compassionate Family Specialist to join our team. As a Family Specialist, you will work closely with children, youth, and families to provide support, case management, and behavioral coaching. Your primary goal will be to develop a strength-based relationship with the family, ensuring...


  • Rancho Cucamonga, California, United States Vocational Improvement Program Inc Full time

    Transportation SpecialistWe are seeking a skilled Transportation Specialist to join our team at Vocational Improvement Program Inc. As a key member of our team, you will be responsible for the safe and timely transport of individuals with disabilities to their workplaces and homes.Key Responsibilities:Transport clients to and from their destinations in a...


  • Rancho Cucamonga, California, United States Vocational Improvement Program Inc Full time

    Transportation SpecialistWe are seeking a skilled Transportation Specialist to join our team at Vocational Improvement Program Inc. As a key member of our team, you will be responsible for the safe and timely transport of individuals with disabilities to their workplaces and homes.Responsibilities:Transport clients to and from their destinations in a safe...


  • Rancho Cucamonga, California, United States CorVel Enterprise Comp, Inc. Full time

    Job Title: Senior Liability Claims SpecialistCorVel Enterprise Comp, Inc. is seeking a highly skilled Senior Liability Claims Specialist to join our team. As a key member of our claims team, you will be responsible for managing complex and non-complex Auto and General Liability claims, ensuring timely and effective resolution for our clients.Key...


  • Rancho Cucamonga, California, United States Consentium Search, THE Environmental, Health and Safety Recruiters (EHS Recruiters) Full time

    Job Title: Environmental Health and Safety SpecialistConsentium Search is a niche professional search and recruiting firm committed to sourcing and recruiting exceptional professionals for our corporate clients' EHS jobs.We are currently seeking an Environmental Health and Safety Specialist to join our team. As an EHS Specialist, you will be responsible for...


  • Rancho Cucamonga, California, United States CorVel Corporation Full time

    Job Title: Senior Liability Claims SpecialistCorVel Corporation is seeking a highly skilled Senior Liability Claims Specialist to join our team. As a key member of our claims team, you will be responsible for managing complex and non-complex Auto and General Liability claims, ensuring timely and effective resolution for our clients.Key...


  • Rancho Cucamonga, California, United States CorVel Corporation Full time

    Job Title: Senior Claims SpecialistCorVel Corporation is seeking a highly skilled Senior Claims Specialist to join our team. As a Senior Claims Specialist, you will be responsible for managing complex and problematic workers' compensation claims within delegated limited authority to determine benefits due.Key Responsibilities:Manage complex claims within...


  • Rancho Cucamonga, California, United States CorVel Corporation Full time

    Job Title: Senior Claims SpecialistCorVel Corporation is seeking a highly skilled Senior Claims Specialist to join our team. As a Senior Claims Specialist, you will be responsible for managing complex and problematic workers' compensation claims within delegated limited authority to determine benefits due.Key Responsibilities:Investigate and gather...


  • Rancho Cucamonga, California, United States CorVel Corporation Full time

    Job Title: Senior Claims SpecialistCorVel Corporation is seeking a highly skilled Senior Claims Specialist to join our team. As a key member of our claims department, you will be responsible for managing complex and problematic workers' compensation claims within delegated authority limits.Key Responsibilities:Investigate and gather information regarding...


  • Rancho Cucamonga, California, United States South Coast Children's Society Full time

    Job SummarySouth Coast Children's Society is seeking a dedicated and compassionate Parent Partner/Peer Specialist to join our team. As a key member of our multidisciplinary team, you will provide support and resources to parents/caregivers, empowering them to promote a successful home placement for their children.Key ResponsibilitiesEngage with...