Intake Coordinator

1 day ago


Palm Harbor, Florida, United States Florin Roebig, P.A. Full time
Job Summary

We are seeking an experienced Intake Coordinator to join our team at Florin Roebig, P.A. This role involves handling high-volume intake calls, entering data accurately, and providing exceptional service to potential clients.

About Florin Roebig, P.A.

Florin Roebig, P.A. is a well-established law firm serving plaintiffs throughout the United States. Our team of experienced attorneys has dedicated themselves to protecting and fighting for our clients who have suffered personal injury and/or property losses caused by corporate and/or individual negligence or other wrongful behavior.

Responsibilities

  • Handle a high volume of live intake calls, both incoming and outgoing, while simultaneously entering data accurately into our Case Management System.
  • Speak directly with potential clients walking them through an intake questionnaire to gather pertinent information.
  • Maintain accurate and detailed records of all potential client interactions and intake information.
  • Ensure all necessary documentation and information are collected for each intake to facilitate the attorneys' review.
  • Assist potential clients with completing necessary documentation, guiding them through the initial intake process.
  • Provide excellent service, ensuring a welcoming and professional experience for all prospective clients.
  • Follow up with potential clients to obtain required signatures and complete the intake process.
  • Manage multiple tasks efficiently, balancing phone calls and data entry with other administrative duties as needed.
  • Assist with administrative tasks to support the intake process, including filing, data management, and correspondence.
  • Monitor and track the status of intakes to ensure timely progression through the initial stages.
  • Maintain confidentiality and handle sensitive information with discretion throughout the intake process.

Qualifications

  • Previous experience in legal support or other related fields
  • Ability to prioritize and multitask
  • Excellent written and verbal communication skills
  • Strong attention to detail
  • Strong organizational skills

Compensation

The estimated salary for this position is $55,000 - $65,000 per year, depending on experience and qualifications.



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