Client Intake SpecialistJeffrey S. Glassman • Boston, MA, US
Client Intake Specialist
Jeffrey S. Glassman • Boston, MA, US
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job_description.job_card.job_description1+ years of experience in an intake, customer service or sales role Strong social skills and a team-oriented approach Strong professional writing skills - Candidate must display above average correspondence skills Superior telephone skills and can be a voice of empathy to the client who has been in an accident and needs our help Attention to detail skills is critical as well as maintaining a neat and organized appearance, work environment and work product Must be able to work independently in a fast-paced environment and have the ability to multi-task with ease Complete computer proficiency, including but not limited to Microsoft Office Suite, PDF handling, and Docusign Knowledge of case management software a plus Bilingual skill is a plus but not a requirement Health insurance available Bonus potential 401k Paid time off Experience : Client intake : 1 year (Preferred) Personal injury : 1 year (Preferred) Work Location : Hybrid
Overview
The Law Offices of Jeffrey Glassman is a culture and values-driven plaintiff's firm. We passionately fight for our clients and offer a collaborative team environment and the resources necessary to create a lifelong career. We are seeking a highly motivated and detail-oriented Client Intake Specialist to join our New Client Team.
Responsibilities and Duties
- Serves as the client's primary point of contact for the first 60 days of engagement including helping the client get to necessary medical care
- Coordinating repair of the client's vehicle if damaged and documenting the property damage through repair estimates photographs and video
- Coordinating recorded statements of witnesses
- Coordinating site inspections with expert witnesses
- Communicating with law enforcement
- Communicating with insurance companies
- Retrieving police reports and other investigative materials
- Place the health insurance company on notice
- Notifying the potential defendant of the claim to obtain insurance information and preserve evidence
- Open files in the case management system involving data entry
- Works closely with the Paralegal, Attorney, Medical Providers, and the Referral Sources in an effort to obtain complete copies of files and documentations needed to properly open and evaluate cases
- Conducts and maintains review information for all former and current clients
Qualifications and Skills
Benefits
If this position describes you, we want to hear from you!
Experience :
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Intake Specialist • Boston, MA, US