An intake specialist is the first person to greet customers or patients, directing them where they need to go. $14.86 - $21.81 Full-time, Part-time Indianapolis, IN 46201 Urgently Hiring Apply Now Liberty Mutual Insurance The client intake process can be very time consuming for solo and small firm attorneys. Provide administrative support to higher authorities, meeting deadlines and regular procedures. The intake specialist is the central point of contact for all new walk-in clients and most returning clients to the IRC. Break your client intake process into stages, such as not yet contacted, needs follow-up, or take form pending, for a clear picture of which clients you need to take action on. An Intake Coordinator is a professional who serves as the first point of contact for all patients at a medical facility. Overall, they're responsible for supporting lawyers and making their job easier by handling administrative tasks. They live on the outskirts of New York with their poodle, Princess. Demand for legal services will continue to increase as more people seek legal help with issues such as family law, bankruptcy, and estate planning. Easy Apply 30d+ Detailed documentation of intake calls. Legal Intake Specialist Your mission would be to establish the firm's relationship with qualified potential clients by conducting interviews via telephone. We're committed to being your source for expert career guidance. Organization: Legal intake specialists often work in fast-paced environments, so its important for them to maintain organization in their work spaces. Are you a person who helps people? Source, attract and hire top talent with the worlds leading recruiting software. Medical intake specialists make an average of $32,054 per year. Customer Service Skills for Medical Intake Specialists, The Client Intake Specialist for a California Law Firm. This template attracts 30% more quality candidates at 1/10 of the average cost per hire. There are many widely used job sites out there that draw visits from qualified candidates. Intake specialists are usually employed in the health care field, but they can also work in legal offices, mental health clinics and other environments that need pre-screening. You will be the first point of contact for individuals seeking services or products from our organization. The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes. If nursing is more your passion, then take a look at ourCRNA Job Description, ourMedical-Surgical Nurse Job Description, and ourOperating Room Nurse Job Description, along with ourICU Nurse Job Descriptionand ourNICU Nurse Job Description. No matter which approach is used, having an experienced and qualified intake specialist on board will help ensure the organizations clients receive quality services and that its goals are met. Your best option may be to advertise your opening on a proven job board. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. They have asked us to help them find a new intake specialist to join the team. Some employers may require an associate or bachelors degree in legal or paralegal studies. Have you ever worked with a client who refused to accept assistance or services? There are several requirements for becoming a legal intake specialist, which may include: Education: Legal intake specialists are typically required to have a high school diploma or GED. A company website posting should be the first step in notifying prospective candidates that you are hiring. This candidate is great on the phone, naturally cheerful, and a compassionate and empathetic listener. Making a high number of potential new client phone calls to warm (opt-in) leads*. You must be able to listen and speak. FILL OUT OUR SURVEY. The legal industry is changing rapidly as more and more businesses turn to legal tech solutions to help them manage their legal needs. Specialists are able to give reassurance to clients who are confused, hurt or scared and ask thoughtful questions to get as much relevant legal information as possible. Social media can also be a powerful tool for spreading the word about your new opening. Below, we share the top 20 interview questions that will help you prepare for your next interview. Licensed Masters Mental Health Professional Adult Intake Specialist. Reconciling numerical data prior to entering it into Collective Fleet database system. (Full Guide), Business Development Manager Job Description, Restaurant General Manager Job Description, Inside Sales Representative Job Description, Customer Service Representative Job Description, Call Center Representative Job Description. Job postings on LinkedIn are also extremely streamlined and user-friendly, making it even easier for candidates to apply. Possesses the ability to adjust to constantly changing workloads. Job description. Legal Intake Specialist. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. Most employers require candidates to have one to two years experience working within the chosen industry, as well. We recommend using CareerBuilder for hiring when you have the internal resources and processes to review, screen, and reply to all applicants. Below is more information about the requirements, qualifications and job descriptions associated with the Legal Intake Specialists job opening. Drafts communications, including content for alerts, emails, collaborations, newsletters, etc. All client-focused work done by the Intake Specialist must be in support of and under the supervision of an attorney. Ready to be part of a fast-growing community. As AI becomes more prevalent in legal services, legal intake specialists will need to learn how to use it to their advantage. They must be able to effectively communicate with people from all walks of life, regardless of their background or education level. Here is everything you need to know about creating a strong client intake process for your law firm, including an overview of the client intake stages, some best practices, and thoughts around online and automated client intake processes. A good Intake Specialist must have excellent customer service skills, as they work with many patients throughout the day as they enter the medical facility. She loves nothing more than hosting a good dinner party and spends weeks intricately planning her next 'event.' Knowledge and experience with principles, policies, practice concepts and regulations of mental health prevention and treatment programs. Kaiser - Davis. Your role is crucial in ensuring that clients are matched . Duties and responsibilities include performing telephone and walk-in intakes with prospective clients, attending staff meetings, preparing correspondence, and providing backup support to our administrative staff and other projects on behalf of the agency. This includes tasks such as document review, contract analysis, and case management. This can include keeping files and paperwork in order, keeping track of case information and maintaining a clean desk. They often work in healthcare facilities, mental health institutions and law firms as well as other institutions in which new clients are a regular occurrence. On average,an intake specialist takes home a wage of $43,800 per year. You are not required to reveal records that have been judicially expunged, sealed, or eradicated. Provides clear and concise information based on creative and complex research findings. Build a Legal Intake Specialist Job Description What does a legal intake specialist do? Displays the ability to communicate with others effectively, listen closely and convey points clearly. All rights reserved. Sign-on Bonus - $5,000 Provides mental health assessment, diagnosis, treatment and crisis intervention services for adult and/or child members who present themselves from psychiatric evaluation with a broad . The job is typically full time, and overtime may be required during busy periods. The Intake & Relationships Manager plays a key role in assisting us to identify, facilitate, and Support the necessary processes for National Disability Insurance Scheme (NDIS) participants who May be eligible for Specialist Disability Accommodation (SDA) to achieve the opportunity to Transition into their new home. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today! The technical storage or access that is used exclusively for statistical purposes. You will be responsible for evaluating client needs and directing them to relevant programs or services based on their unique circumstances. The easiest way to waste time is to not know if a client is a good fit. Jobs View All Jobs Job Type: Full-time. Intake specialists possess strong analytical skills and an expansive knowledge base on both the administrative side of patient management as well as the nuances of specific health conditions. This site is protected by reCAPTCHA and the Google, Law Office of Polly Tatum / Mediation Advantage Services, Legal / Administrative Assistant Needed Immediately for Growing Law Firm. Understanding your needs and ensuring the right candidate for the position is the key to our success. As far as exposure is concerned, this option can be as good as some job boards when you have a large enough following across various platforms, like LinkedIn, Instagram, Facebook, TikTok, and Twitter. Over the years, Rubenstein law has grown from a leading auto and slip fall accident firm in Miami to being recognized . The Intake Specialist is an integral part of generating new business for the Firm and must recognize a qualified Personal Injury, Employment Law, Workers' Compensation or other specific types of legal matters when they hear it. Prepare a cover letter that explains what you believe are the three (3) most important qualities needed to be successful in this role and submit your resume. The intake specialist in this position is also expected to: Maintain the highest ethical and professional standards; embrace and support TLSC's overall mission; and comply with all grant requirements, regulations, standards, policies, and confidentiality requirements. With all that going on, it's amazing that she gets any time to write about her thoughts on securing the dream job. If referring a potential client to a different law firm, warm patch the call to the attorneys office while the client is still on the line. Follow-ups with prospective clients. Hamilton Law Firm LLC Intake Specialist/Legal Assistant Princeton, NJ They also organize legal documents, prepare and write contracts, and help legal professionals with collecting information for their cases. Intake Specialist Resume Sample 4.5 11 votes The Resume Builder Create a Resume in Minutes with Professional Resume Templates Create a Resume in Minutes Idella Donnelly 499 Augustine Passage, Philadelphia, PA +1 (555) 366 9858 Work Experience Intake Specialist 12/2016 - PRESENT Philadelphia, PA They are the front line of client service, and they must exercise top-notch communication and organizational skills to do their job effectively. Attention to detail: Legal intake specialists must have excellent attention to detail to ensure they gather all the necessary information from clients. Utilizing Medical Litigation and Sales force database to add new clients and input accurate information received from clients. As experts in patient advocacy, intake specialists assist individuals through every step of the healthcare process while making sure they get the care they need. Intake specialists ask a variety of questions to obtain the patient's medical history, physical and mental state, special requirements and needs. Additionally, strong people skills are necessary to build rapport with clients from diverse backgrounds. Conduct initial client interviews. ensuring that training and communications are meaningful and easy to understand. Job Description Legal Intake Specialist Job Overview A legal intake specialist receives and qualifies new and prospective clients for law firms. We match top professionals with great employers across the country. Completing all admissions paperwork and entering it digitally, Verifying medical insurance coverage and benefits for each patient. A legal intake specialist serves as the first point of contact for prospective clients and contributes greatly to their first impressions of your firm. Customer service: Customer service skills can help you interact with clients and customers in a professional and friendly manner. If you are an RN, you can expect a higher salary. Evaluate each intakeworkflow in Upfront (SAP billing system) and take an analytical approach to each submission to ensure accuracy and completeness. A legal intake specialist receives and qualifies new and prospective clients for law firms. This training may include shadowing a current legal intake specialist or learning the specific software and processes the company uses. Legal intake specialists often work with clients over the phone or in person, so customer service skills can help you communicate with clients and answer their questions. Lastly, having experience in the human service field may be seen as beneficial by potential employers when considering applicants who have applied. I have over five years of experience working in customer service and administrative roles, and I believe that I would be the perfect candidate for this job. At [CompanyX], we provide high-quality legal services to individuals and businesses in a wide range of practice areas. They must also pay attention to detail since they enter patient information before their scheduled appointment.