Personal Injury Intake Specialist – Medical Records

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

📋 Description

• Oversee intake responsibilities and follow up on outstanding items to ensure prompt completion

• Deliver a compassionate and supportive experience for clients during the intake process

• Direct calls and inquiries to the appropriate team members as needed

• Act as the primary contact for incoming calls and inquiries

• Adhere to established firm protocols for obtaining and managing medical records

• Communicate with clients about documentation requests and case-related information

• Manage the firm's main phone line, ensuring calls are addressed professionally and efficiently

• Collaborate with attorneys and the legal team to enhance case preparation and workflow effectiveness

• Maintain accurate records and documentation related to cases within Filevine

• Obtain, organize, track, and preserve medical records and billing documentation

• Collect, verify, and accurately input client information into the firm's systems

• Conduct the complete client intake process from initial contact through information gathering and documentation

⛳️ Requirements

• 2-3 years of experience as an Intake Specialist

• Must have experience in managing medical records

• Preferred previous experience in client intake, customer service, legal support, or an administrative role

• Proficient in software: Filevine, RingCentral, Microsoft Outlook, Google Drive

• Capability to manage a high volume of calls and client interactions on a daily basis

• Exceptional organizational and multitasking skills

• Consistent ability to learn and adhere to established procedures

• Excellent verbal and written communication skills in English

• Professional and confident phone demeanor

• Superior customer service abilities

• Strong attention to detail

• Exceptional active listening skills

• Ability to multitask effectively in a fast-paced environment

• Strong time management and organizational capabilities

• Client-focused attitude

• Compassionate and empathetic approach

• Proficient in CRM systems, communication platforms, and Microsoft Office applications

🏝️ Benefits

• Competitive salary.

• Paid Time Off.

• Bonuses.

• 100% remote/home-based position.

• Full-time, long-term career opportunities.

• Parental Leave.

• Professional development and training.

• Dedicated team support.

• Alignment with our clients' core values.