Shegerian & Associates · 8 hours ago
Intake Specialist
San Francisco Bay Area
Full-time
Onsite
New Grad, Entry Level
$26/hr - $28/hrShegerian & Associates is a premier team known for exceptional client care, and they are seeking an Intake Specialist to evaluate potential cases and maintain communication with clients. The role involves assessing client inquiries, conducting research, and ensuring accurate documentation while collaborating with the firm.
Legal
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
Required
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
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 anniversary), 40 hours sick pay , plus your birthday off as a fully paid day.
Company
Shegerian & Associates
Shegerian & Associates is an employment law firm that specializes in representing employees who have been wronged by their employers.
Founded in 1996
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase