Client Intake Specialist

Job Description

Job Description

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.

In this position you will have full responsibility for handling and screening of all intakes for all practice areas as well as follow-on contact to secure leads.

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

We value our team and offer

If this position describes you, we want to hear from you!

Experience :

Client intake : 1 year (Preferred)

Personal injury : 1 year (Preferred)

Work Location : Hybrid