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Legal Intake Specialists

SARGON LAW GROUP

Legal Intake Specialists

Phoenix, AZ
Full Time
Paid
  • Responsibilities

    Benefits:

    Bonus based on performance

    Company parties

    Competitive salary

    Health insurance

    Opportunity for advancement

    Paid time off

    Job Summary:

    Sargon Law Group is looking or an experienced intake specialist join our team in Phoenix, AZ. As an intake specialist, you will be responsible evaluate incoming potential new clients, ensuring the potential clients receive prompt, professional, and compassionate service. You will be responsible to gather all the necessary information and documentation, present it to the attorneys to determine case viability. As an intake specialist you will play a crucial role in setting the initial tone for the clients experience, providing necessary information and support they need as they begin their legal journey.

    Duties/Responsibilities:

    Conduct initial client interviews to gather detailed information about potential personal injury claims.

    Accurately document client information, accident facts, and supporting documentation and open file in the firm’s case management system.

    Perform proper intake to determine eligibility and refer viable cases to attorneys for further review.

    Maintain client communication throughout the intake process to ensure proper understanding of clients questions and concerns and make sure they are resolved.

    follow up with any potential clients if anything has not been completed

    Make sure all the proper documentation such as CFA, HIPAA, AHCCCS/ Medicare authorization forms signed by the client(s) in a timely manner.

    Assign the case to a case manager based on rotation.

    Assist reception with incoming calls as needed.

    Assist others as needed.

    Requirements:

    bilingual

    telephone etiquette

    great customer service skills

    great organizational skills

    ability to multitask

    exceptional time management skills

    attention to detail to make sure data is correct

    recognize Arizona State Laws