New Client Specialist
3 days ago
Job Title: New Client Specialist
">About Us: Garces, Grabler & LeBrocq is a leading Personal Injury Law firm seeking an experienced New Client Specialist to join our team.
Salary: $42,000 - $52,000 per year (based on location and experience)
Job Description: As a New Client Specialist, you will play a pivotal role in our client acquisition process. Your primary responsibility will be to provide exceptional customer service support to potential clients and retain leads for new and prospective clients. You will determine client eligibility, make referrals to other practice areas, and secure relevant information and documentation.
Duties and Responsibilities:
- Answer phone calls, respond to perspective calls, and take notes.
- Ask a series of questions for the purpose of compiling data to determine the next course of action.
- Receives, evaluates, collects data, and coordinates referral activities in collaboration with the Referral Department.
- Reviews all alert calls for leads and creates leads on case management system Smart Advocate.
- Processes and uploads documents in case management system.
- Organizes and scans documents.
- Research police reports in Legal Plex.
- Maintains legal files and other relevant information in digital databases.
- Disputes denial claims.
- Makes transportation arrangements for clients and manages car service accounts.
- Interacts with attorneys and paralegals to discuss the client retainer and intake timely. Communicate constructively and enhance resolutions.
- Receives and sends email communication daily.
- Provides support to other administrative staff and performs other duties as assigned.
Requirements:
- High School Diploma or equivalent required.
- Data Management preferred.
- At least 2 years of experience in a Personal Injury legal firm or Medical Industry, Medical Assistant.
Benefits:
- Competitive salary range ($42,000 - $52,000 per year).
- Bonuses and rewards program.
- 401(k) matching.
- Dental insurance.
- Employee assistance program.
- Employee discount.
- Flexible spending account.
- Health insurance.
- Health savings account.
- Life insurance.
- Paid time off.
- Vision insurance.
Schedule: Monday to Friday, 9 am to 6 pm (8-hour shift). Weekends as needed.
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