Intake Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Review and verify client documentation to ensure all necessary information is complete and accurate.

• Collaborate with internal departments to facilitate seamless workflows during the intake process.

• Input data into case management systems with a high degree of accuracy.

• Respond promptly and professionally to client inquiries regarding the intake process.

• Monitor intake queues across multiple client and internal systems.

• Ensure that all cases are processed in a timely manner, in alignment with service level agreements.

• Maintain precision while managing large volumes of data and ensuring adherence to established procedures.

• Address and resolve issues related to the intake process.

• Deliver clear and professional written and verbal communication to clients and team members.

• Prioritize tasks effectively and meet deadlines in a fast-paced environment.

• Adapt to new technologies, processes, and fluctuations in workload as necessary.

⛳️ Requirements

• Demonstrated ability to collaborate with others in a friendly and team-oriented manner.

• Outstanding organizational skills with the capacity to multitask and adjust to ongoing changes.

• Excellent verbal and written communication abilities.

• Strong attention to detail and capability to manage substantial volumes of data accurately.

• Proficient in legal and case management software as well as the Microsoft Office Suite.

• Solid understanding of intake processes within the default services or legal fields.

• Problem-solving aptitude and a proactive approach to process enhancement.

• Capability to sit or stand for extended periods while conducting data entry, reviewing documents, or coordinating with clients.

• Proficient use of hands and fingers for typing, operating office machinery, and managing documentation.

• Ability to read and assess printed and digital documents, including fine text, on screens or paper.

🏝️ Benefits

• 4 weeks of PTO from day one (which increases with tenure).

• Paid Parental and Grandparent Leave.

• 7 Paid Company Holidays and your birthday off every year.

• Comprehensive healthcare insurance options, including health, dental, vision, STD, LTD, Accident, Critical Illness, Voluntary Life and AD&D coverage, and more.

• Company-sponsored Term Life Insurance, AD&D Insurance, and Employee Assistance Program.

• 401k plan with company matching.

• Extensive training and development opportunities.

• Flexible work schedules, including in-office, hybrid, and remote working options.