- Screening of new potential clients across the entire spectrum of single event personal injury matters, as well as mass torts (e.g. dangerous drugs, defective medical devices) and beyond
- Regular interaction with firm management on handling decisions
- Diligent, system-based follow-through on all wanted intakes
- Maintenance and enhancement of all data entered/saved to our case management software and drives
- Regular daily, weekly, and monthly reporting on intake
- New client sign-ups across all channels (in-person, email, text), in-office and remote, both during business hours and after hours
- Intake or pre-litigation investigation work, including crash reports, background checks, workers' compensation verification, OSHA investigations, etc.
- A full range of pre-litigation case management (e.g. medical and billing records; helping with medical treatment; inbound and outbound correspondence with clients, insurance adjusters, medical providers; etc.)
- Resolving client questions, concerns, and other escalated issues - by phone and in person
- Managing after-hours intake
- Support internal and external audits
- Ensuring complete compliance at all times with all ethical and legal obligations
- Additional projects, as assigned.
- 4-year college degree, along with strong academic track record evidenced by GPA, awards/honors, extracurricular activities, etc.
- Bilingual in Spanish (both spoken and written)
- Excellent customer service and sales skills, with the ability to consistently project confidence, empathy, and energy on the phone
- Ability to quickly relate what differentiates our firm and our service
- High emotional intelligence
- Excellent writing skills
- Must have valid driver license with good driving record
- At least 3 professional references that can speak to your performance in a similar environment
- Ability and willingness to work 50 hours per week in the office + and also be on call for after-hours support
- Experience working on various aspects of single event personal injury cases, e.g. medical treatment/records work, investigation work, day-to-day "case management", pre-lit paralegal work
- Top-notch written work product - even in fast-paced, high volume environment
- Quick on your feet & adaptable to the client/situation without missing a beat
- Exceptional attention to detail
- Driven self-starter
- Extremely effective verbal and written communicator
- Great at multi-tasking, time management, and organizing and prioritizing work with minimal oversight
- Able to motivate staff under his/her supervision
- Professionalism with all types of callers
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Intake Manager - Houston, United States - R. L. Barclay & Associates, LLC
Description
Our client, a high profile plaintiff's firm, is looking to hire an Intake Manager to join their team. This position will help manage the client intake process for a leading Texas personal injury law firm - while also providing a wide range of pre-litigation support on personal injury case files. This role will work closely with Firm Management to identify all viable claims, make recommendations on the follow-up for each, and then pursue these all the way through to sign-up.
This is a fantastic long-term career opportunity for someone who will consistently deliver A+ performance while maintaining a positive attitude - even when faced with difficult callers/clients, or tough deadlines.
Essential Functions
