Client Intake Specialist
1 week ago
About Archer Systems, LLC
Archer Systems, LLC is a leading provider of technology-enabled legal services, specializing in pre-settlement and post-settlement administration services for various types of legal cases. Their primary focus is on helping claimants access their settlement proceeds efficiently and quickly through innovative technology and top-tier talent.
Job Title: Client Intake Specialist
The Client Intake Specialist will play a critical role in the onboarding process, collaborating with the sales team to outline project services scope and requirements. This individual will communicate project onboarding requirements to law firm contacts, ensuring timely completion of the onboarding process and accurate data documentation.
Key Responsibilities:
- Collaborate with the sales team to outline project services scope and requirements
- Communicate project onboarding requirements to law firm contacts
- Ensure timely completion of onboarding process and accurate data documentation
- Liaise with internal department heads for project handoff
- Manage task ticketing system for all project onboarding processes
- Collaborate with teams to develop law firm and claimant education tools
- Other duties as assigned
Requirements:
- Associate degree or equivalent experience
- High level of professionalism and communication skills
- Proficiency in MS Office, especially Excel
- Customer service orientation and problem-solving abilities
- Ability to multitask and manage time effectively
- Previous customer support experience preferred
- Spanish bilingualism preferred
Benefits:
- 401(K) and matching
- Health, dental, and vision insurance
- Parental leave and disability coverage
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