Searcy Denney Scarola Barnhart & Shipley, PA · 1 week ago
INTAKE COORDINATOR
Searcy Denney Scarola Barnhart & Shipley, PA is seeking a service-oriented Client Case Coordinator Assistant for their West Palm Beach office. The role involves being the first point of contact for potential clients, handling inquiries, scheduling appointments, and managing intake paperwork.
Law Practice
Responsibilities
Handle all incoming phone calls from potential clients, referral sources and other teams in the firm involving new potential cases
Contact all potential incoming clients via the firm’s website, email and US mail
Meet with all potential client walk-ins
Follow up with potential clients to schedule appointments/consultations
Prepare the potential client’s intake paperwork and input the information in our case management system
Ensure that every potential client and referral sources is accurately documented in our case management system in a timely fashion
Accurately transcribe intake memos
Accurately open new cases in a timely fashion
Ensure the Intake Coordinators, Paralegals and Attorneys have established contact with the potential client
Proofread documents and prepare correspondence
Conduct internet research, as needed
Other duties as assigned
Qualification
Required
High school diploma or GED
Experience using Microsoft Office Suite (Word, Excel, etc.)
Bi-lingual in English and Spanish
Preferred
One or more years of experience in legal, medical or insurance claims field
FileVine experience