Intake Specialist - Boynton Beach, United States - Kogan & DiSalvo,P.A.

Description

INTAKE SPECIALIST WITH PERSONAL INJURY EXP NEEDED

SHIFTS AVAILIBLE:
9AM-6PM AND 10AM-7PM

Kogan & DiSalvo serves primarily Palm Beach, Martin, Broward, St. Lucie, and other surrounding counties. If you are looking for an excellent personal injury firm with an incredible reputation and high-integrity leaders, then this might be EXACTLY what you are looking for


This position is for our BOYNTON location.

RESPONSIBILITIES:

• Conduct intake interviews on the phone and inperson to gather all pertinent potential claim information
• Schedule sign up meetings, calendar all appointments
• Conduct sign up meetings when necessary in office/offsite/at doctor's office
• Obtain signed contracts & authorization forms, along with all relevant documentation
• Update firm CRM system, Litify, to show current lead status
• Review current outstanding tasks within the CRM system, Litify, on a daily basis
• Enter all relevant information pertaining to claim into CRM including but not limited to accident details, liability, injuries, prior attorneys, prior injuries and medical treatment and forward to attorneys for review
• Ensure client is set up with initial doctor visit and/or obtain proper doctor referral prior to sign up meeting if possible. Call doctor and advise of referral, provide PIP and/or insurance information, if available at the time of call
• Assist in referring callers to other firms/agencies if firm is unable to assist
• Scan in all sign up paperwork and documents into the document tab in CRM
• Once all sign up duties are completed, provide the new file to a file opener

Pay:
$ $24.00 per hour


Benefits:

• 401(k)
• 401(k)

matching

• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work Location:
In person