Legal Intake Specialist

Job Title:
Intake Specialist I
Department: Legal Services Fund, Intake

Reports To: Intake Supervisor

FLSA Status: Local Non-Exempt

Salary Range: Established by contract

Date Created:

• Competitive Salary coupled with a great work/life balance
• Prime Location - Flatiron District in Manhattan (NYC)
• Comprehensive Health Package including medical, dental & vision coverage with no employee contribution to the premium for a family plan
• Pension Benefitthat includes monthly employer contributions
• Retirement Benefitthat includes 3% 401K employer contributions
• Professional Coverage/Reimbursement includes Tuition Reimbursement Program
• Paid Time Off including vacation, personal, and sick days
• Federal Paid Holidays – Up to 11 days off with pay

• And more...

• Mission-driven, internal job growth opportunities

Annual Salary Clarification:
$64, Per Collective Bargaining Agreement (CBA)

Additional Pay:
Plus Bilingual Differential of
$2,000 annually
FLSA Status
: Non-Exempt (Eligible for OT per business needs)

Summary
The 32BJ Legal Services Fund provides legal representation to over 100,000 eligible union members and their families in several states. We are a mission-driven, client-centered team committed to delivering high-quality, accessible legal services to our members. Under the supervision of the Intake Supervisor, the Intake Specialist I will work as a benefit representative for the Legal Services Fund, verifying member eligibility, determining coverage and, among other tasks, opening matters to in-house and outside attorneys.

Essential Duties And Responsibilities

• This role involves providing exceptional customer service, answering legal inquiries, and assisting in the overall functioning of the Legal Service Fund's operations.
• Professionally handle phone calls, emails and in-person inquiries, addressing client questions and directing legal concerns.
• Excellent interpersonal, written, and oral communication skills.
• Ability to effectively manage multiple priorities and adapt to change within a fast-paced call center environment.
• Conduct preliminary assessment of legal matters, review relevant documents, and determine coverage as directed by the Legal Summary Plan Description.
• Schedule appointments/referrals, and follow-up with related documentation to completion.
• Recognize and prioritize critical issues concerning court dates, deadlines, and potential conflicts.
• Handle each inquiry in a confidential manner.
• Effectively communicate with stakeholders.
• Maintain professional appearance and demeanor.
• Perform any other relevant work or duties as necessary or assigned.

Technical Skills

• Ability to organize, prioritize work and meet deadlines.
• A demonstrated capability to effectively use multiple software programs simultaneously.
• Strong analytical, problem solving, decision-making skills, and attention to detail.
• Excellent organizational and prioritizing skills.
• Excellent communication skills, both verbal and written, in English and Spanish.

Qualifications:

• Bilingual in English and Spanish required.
• Bachelor's degree required.
• Previous experience in customer service or call centers is preferred.
• Ability to analyze customer needs and provide appropriate solutions.
• Strong problem-solving and time management skills.
• Ability to prioritize and meet tight deadlines.
• Exceptional attention to detail.
• Proficient in using computer systems and software applications.

Work Environment
The work environment described here is representative of the environment an employee will encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.