Overview
Case Intake Specialist Jobs in Winter Park, Florida, USA at The Leach Firm P.A.
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Position Summary
The legal intake specialist receives and qualifies new and prospective clients for The Firm. Responsible for managing the processes of onboarding new clients and evaluating incoming streams of claims and potential clients both on the phone and in person.
Essential
Duties
And Responsibilities
The essential functions include, but are not limited to the following:
Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they fit within the firm’s criteria.
Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload.
Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently.
Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency.
Benefits
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Vision insurance
MUST BE ABLE TO SPEAK SPANISH***
Minimum Qualifications
(Knowledge, Skills, And Abilities)
High school diploma or equivalent required
Previous customer service or sales experience preferred
Outstanding communication skills and sense of empathy
CRM and case management software experience a plus
Proficiency with Microsoft Office, especially Excel
Solid data entry, spreadsheet management, and computer skills
Previous legal experience a plus
Ability to maintain confidentiality in a professional manner
Additional Information
This is an entry-level, full-time position in the Legal Services industry. Referrals increase your chances of interviewing at The Leach Firm P.A. by 2x. Sign in to set job alerts for roles such as Case Manager, Intake Support Specialist, Behavioral Health Care Manager, and Front Desk Medical Receptionist.
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Title: Case Intake Specialist
Company: The Leach Firm P.A.
Location: Winter Park, Florida, USA
Category: Administrative/Clerical
