What are the responsibilities and job description for the Intake and Client Relations Specialist position at Miller Tourtlotte Law?
Overview
We are seeking a dedicated and detail-oriented person to take on the roll of Intake Specialist for our team. The Intake Specialist role involves direct engagement with potential clients, clients, and other case management tasks. In this role you will have the opportunity to engage client and potential client inquiries in a one on one basis, gathering important details about the case and taking down important information, accurately and efficiently, for attorneys and paralegals to review. Strong interpersonal and communication skills are required as the Intake Specialist will play a critical role in facilitating communication between potential clients and law firm staff/attorneys. The successful applicant will also be proficient with computer skills, data entry, and phones.
Responsibilities
- Conduct initial client intakes by gathering personal information, information about the case/accident/injury, and entering all required data into the law firm case management database.
- Engage current clients in regular outreach via phones/email/text, verifying medical treatment, assisting with ordering records, updating clients on case status/appointments/deadlines.
- Utilize law firm case management software to track case status and send important updates/case communications to clients.
- Assist attorneys and law firm staff with case settlement and file closures.
- Maintain organized files and documentation for each client.
- Assist with law firm communications by effectively communicating with clients and other law firm inquiries, addressing questions and concerns and directing these issues to the appropriate law firm .
- Collaborate with law firm staff to ensure seamless transitions from the intake to case investigation/litigation/settlement.
- Assist with clerical duties as needed, including scheduling appointments and managing correspondence.
Qualifications
- Familiarity with computer software including, Word, Adobe, Excel, Google Docs, is is highly desirable.
- Familiarity with data management software is highly desirable.
- Strong customer and interpersonal skills with the ability to communicate professionally with potential clients, law firm inquiries, and staff.
- Proficient in administrative tasks, including data entry and file management.
- Ability to learn new tasks and work independently as well as part of a team in a fast-paced environment.
- Detail-oriented with excellent organizational skills.
Join Miller Tourtlotte Law as an Intake Specialist where you can engage your skills in a highly sought after work environment, make a meaningful impacts on client experiences, and offer important contributions to the overall success of the law firm.
Job Type: Part-time
Pay: $16.00 - $20.00 per hour
Expected hours: 4 – 6 per week
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
Shift:
- 4 hour shift
Work Location: In person
Salary : $16 - $20