Intake Specialist jobs in United States
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Shegerian & Associates · 4 weeks ago

Intake Specialist

Shegerian and Associates is a premier team known for exceptional client care, seeking an Intake Specialist to evaluate potential cases. The role involves assessing clients, conducting research, and maintaining accurate documentation while collaborating with the firm.

Legal
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Growth Opportunities

Responsibilities

Evaluate 5–6 potential clients daily by phone, while also addressing email and in-person communications as needed
Research claims/entities and draft concise internal memos to support case evaluation
Perform document review and keep our database/CRM and calendars spotless
Collaborate across the firm and pitch in where needed—including assisting with new-hire training when applicable

Qualification

Document reviewCritical thinkingCommunication skillsMS Word proficiencyExcel proficiencyPractice management softwareMultitaskingSpanish fluencyOrganization skills

Required

Superior organization (documents & calendar) and reliable follow-through in a fast pace
Meticulous intake skills and critical thinking to spot strengths, weaknesses, and themes
Excellent communication (written & verbal) and professionalism with a wide range of personalities
Comfort multitasking and adapting as priorities shift in a growing firm
Proficiency with MS Word, Excel, and practice management software

Preferred

Spanish fluency preferred

Benefits

Firm pays 100% of premiums for dental and vision
Firm pays 100% of all Silver-level medical plans
Firm contributes approximately 10% toward retirement (3% Safe Harbor + 7% Profit Sharing)
$500 annual FSA contribution
Accrual of 80 hours of PTO (additional 40 hours on 3rd yr anniversary), 40 hours sick pay, plus your birthday off as a fully paid day.

Company

Shegerian & Associates

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Shegerian & Associates is an employment law firm that specializes in representing employees who have been wronged by their employers.

Funding

Current Stage
Growth Stage
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