- Act as the first point of contact for potential clients.
- Respond promptly and courteously to client inquiries via phone and email.
- Maintain professionalism and confidentiality in all interactions with clients.
- Conduct comprehensive intake interviews to collect relevant information about potential cases, including legal issues, personal details, and any pertinent documentation.
- Assist clients with completing necessary paperwork, forms, and documentation related to their cases, providing guidance and support as needed.
- Organize and document client information accurately in the firms database or case management system.
- Evaluate the urgency and priority of incoming inquiries and escalate as necessary to ensure timely responses.
- Adhere to established protocols and procedures for intake processes, ensuring compliance with legal and ethical standards.
- Conduct periodic reviews of intake procedures to identify areas for improvement and implement best practices.
- Maintain accurate records of client interactions and intake details, ensuring data integrity and confidentiality.
- High school diploma or equivalent.
- Previous experience in customer service, client relations, or intake coordination preferred.
- Excellent verbal and written communication skills, with a professional and empathetic demeanor.
- Strong attention to detail and organizational abilities, with the ability to manage multiple tasks efficiently.
- Familiarity with legal terminology, processes, and procedures is a plus.
- Proficiency in Microsoft Office applications and familiarity with CRM software is a plus.
- Commitment to maintaining confidentiality and upholding ethical standards in handling sensitive client information.
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Intake Specialist - Loveland, United States - GritHR Solutions, LLC
Description
Intake Specialist
Law firm has a core focus on first-party property insurance claims to help insurance companies keep their promises to homeowners and business owners. As a dynamic and swiftly expanding law firm, we boast a robust presence with attorneys strategically located across multiple states. Distinguished by our commitment to excellence, we take pride in our proactive approach, ensuring that we are consistently prepared to address inquiries related to potential cases. We embody a culture of responsiveness and expertise, standing at the forefront of the legal landscape in the realm of first-party property insurance claims.
The Intake Specialist plays a crucial role in the initial interaction between the firm and potential clients, providing a compassionate and professional experience. This individual will be responsible for gathering essential information from clients, assessing their needs, and ensuring seamless communication between clients and legal staff.
Responsibilities
