New Client Specialist (Intake)

We seek a two Bilingual Spanish/English New Client Specialist to play a pivotal role in the firm's client acquisition and new client team by providing customer service support to potential clients and retaining the leads for new and prospective clients. The New Client Specialist determines client eligibility and will make referrals to other Practice areas and departments. This candidate will secure relevant information and documentation and interact with perspective clients and internal teams timely. This position will report to the New Client Team Attorney and Lead.

Duties & Responsibilities

• Answer phone calls, respond to perspective calls, and take notes.
• Ask a series of questions for the purpose of compiling data to determine the next course of action.
• Receives, evaluates, collects data, and coordinates referral activities in collaboration with the Referral Department.
• Reviews all alert calls for leads and creates leads on case management system – Smart Advocate.
• Processes and uploads documents in case management system.
• Organizes and scans documents.
• Research police reports in Legal Plex.
• Maintains legal files and other relevant information in digital databases.
• Disputes denial claims.
• Makes transportation arrangements for clients and manages car service accounts.
• Interacts with attorneys and paralegals to discuss the client retainer and intake timely. Communicate constructively and enhance resolutions.
• Receives and sends email communication daily.
• Provides support to other administrative staff and performs other duties as assigned.
  
  

Qualifications

• Communication effectively, actively listen, and convey points clearly and proactively.
• Excellent verbal and written communication skills.
• Demonstrate ability to use standard office equipment.
• Proficient in Smart Advocate or similar case management system.
• Proficient in Microsoft Office Suite or related software.
• Excellent organizational skills and attention to detail.
• Highly self-motivated.
• Ability to multi-task in a demanding environment.
• Attention to details.
• Display a positive and professional with internal and external clients.
• Flexibility and adaptability: may change direction and/available for overtime.
• Possess critical thinking.
• Excellent people skills.
• Understanding of legal terminology and documentation.
• Thorough understanding of GGL’s core values and goals.
• Experience in working in a professional environment Medical/Health or Personal Injury Law firm experience.
• Bilingual, facility with English and Spanish is required.
  
  

Education & Experience

• High School Diploma, GED or equivalent.
• Data Management preferred.
• At least 2 years of experience in a Personal Injury legal firm or Medical Industry, Medical Assistant.
  
  

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.
• Able to travel to offices of GGL (Garces, Grabler & LeBrocq) as needed.
  
  

We have bonuses, as well as birthday lunches, December holiday party, summer picnic, and other firm activities. Plus, GGL has season tickets to the New Jersey Devils, as well as Rutgers Football, Basketball, and Wrestling.

If you want to make a difference, apply via www.ggllawyers.com or employment@garcesgrabler.com for the position of the New Client Specialist role.

Job Type: Full-time

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance
  
  

Schedule

• 8-hour shift
• Monday to Friday - 9 am to 6 pm
• Weekends as needed. (Saturday and Sunday) a Must.
  
  

Education

• High school or equivalent (Required)
  
  

Experience

• Customer Service: 2 years (Required)
• Legal New Client Intake experience (2 years)
  
  

Language

• Spanish (Required)
  
  

Work Location: In person.