Benefits:

Dental insurance

Health insurance

Vision insurance

Intake Client Care Specialist Hiatt law Group is seeking an individual to join our team as an Intake Client Care Specialist. This is an opportunity to become part of a dynamic organization known for its dedication to comprehensive client support and professional intake processes. Here, you will enjoy a supportive and collaborative work environment that fosters professional development and growth. Join a team where employees receive competitive compensation and a comprehensive benefits package.

Our Intake Client Care Specialist will be responsible for:

Initial Client Engagement: Serve as the critical first point of contact for potential clients, conducting comprehensive initial interviews and assessments. Your role is crucial in gathering detailed information, demonstrating empathy, and providing a supportive first interaction that helps clients feel heard and valued.

Case Information Management: Systematically collect, document, and process client intake information using our specialized intake management system. Accurately record client details, initial concerns, and preliminary case information with exceptional attention to detail.

Client Screening and Qualification: Perform initial screening of potential client cases, collecting necessary background information, understanding client needs, and determining preliminary case viability. Work closely with team leaders to route potential cases to appropriate departments or specialists.

Follow-up and Communication: Maintain consistent and professional communication with potential clients, providing timely updates, scheduling follow-up consultations, and ensuring a smooth transition through the initial intake process.

Qualified Candidates will have:

Minimum of 2 years of experience in client intake, customer service, or related client-facing roles.

Exceptional interpersonal skills with the ability to communicate clearly and compassionately.

Strong active listening skills and empathy in handling sensitive client interactions.

Proficiency in Microsoft Office Suite and customer relationship management (CRM) software.

Excellent verbal and written communication skills.

Ability to multitask in a fast-paced environment while maintaining accuracy and attention to detail.

High level of discretion and ability to handle confidential information professionally.

Our Intake Client Care Specialist will have the following Competencies:

Decision Making – Demonstrates ability to make preliminary assessments, ask appropriate questions, and escalate cases as needed.

Communication – Effectively communicates complex information clearly and compassionately, understanding the nuanced nature of client interactions.

Continuous Learning – Committed to ongoing professional development, learning new intake techniques, and staying updated on organizational processes.

Empathy – Shows genuine care and understanding during client interactions, creating a supportive and comfortable environment for potential clients.

Systematic Approach – Maintains meticulous records, follows established intake protocols, and ensures comprehensive and accurate information gathering.

Additional Requirements:

Ability to remain calm and professional under pressure

Excellent problem-solving skills

Commitment to providing exceptional client care

Flexibility to adapt to changing intake procedures and client needs