Demo

Intake Assistant

TW Work Solutions
Houston, TX Full Time
POSTED ON 4/6/2025
AVAILABLE BEFORE 5/2/2025

Job highlights

Identified by Google from the original job post

Qualifications

  • Skill, precision, integrity, conscientiousness, and compassion are required
  • We are looking for a reliable, passionate, and self-motivated team player
  • Must be a team player and able to provide guidance to other staff and help train when necessary

Benefits

  • Pay commensurate with experience
  • Benefits include employer paid health insurance, dental insurance, vision, and life insurance
  • 401k is also available, with partial employer match of contributions
  • Expected hours : 40 per week
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Parental leave
  • Vision insurance
  • 8 hour shift
  • Responsibilities

  • The hired intake assistant will be one of the first points of contact with potential new clients who are going through one of the most difficult times of their lives
  • Excellent intake of potential new clients Monday - Wednesday evenings and on the weekends
  • Speaking with multiple potential new clients each day, opening each potential case in our case management system (LeadDocket), and identifying cases that meet the firm's established threshold
  • The job will involve gathering information as to why the incident occurred, who is at fault and why, the extent of the potential client's injuries, the amount of treatment obtained to date, and the existence of any relevant prior medical history
  • The position will also involve preparing referral summaries of cases that other lawyers and law firm are seeking to refer to our firm
  • Must have high attention to detail and diligence to accurately and completely enter available case information into our case management system
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