Intake Specialist jobs in United States
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Douglass & Runger · 4 hours ago

Intake Specialist

Douglass & Runger, PLLC is a growing estate planning and family law firm serving clients across Tennessee. They are seeking an Intake Specialist responsible for engaging with potential clients, collecting and documenting relevant information, and ensuring a seamless intake process.

Law Practice

Responsibilities

Engaging with potential clients
Collecting and documenting relevant information
Ensuring a seamless intake process
Providing excellent customer service
Assisting with initial client inquiries
Working collaboratively with the legal team

Qualification

Client IntakeCustomer ServiceCommunication SkillsOrganizational SkillsOffice Software ProficiencyCase Management SystemsInsurance KnowledgeConfidentiality

Required

Strong Communication and Interpersonal Skills to effectively engage with clients and team members
Experience in Client Intake and Customer Service to ensure a smooth and professional client experience
Ability to handle confidential information with discretion and uphold client confidentiality
Strong organizational skills and ability to work efficiently in a fast-paced environment
High school diploma or equivalent is required

Preferred

Basic knowledge or familiarity with Insurance considerations and procedures is an advantage
Higher education or relevant certifications are a plus
Proficiency in using office software and case management systems is preferred

Company

Douglass & Runger

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At Douglass & Runger, PLLC, we are a growing estate planning and family law firm proudly serving clients across Tennessee.

Funding

Current Stage
Early Stage
Company data provided by crunchbase