JobMesh

Client Care & Intake Specialist

Kisling, Nestico & Redick · Fairlawn, Ohio, US

Description - Create and field client intakes - Collect and record information from potential clients and open cases in case management software - Send and r...

Job description

Description: - Create and field client intakes - Collect and record information from potential clients and open cases in case management software - Send and receive retainer agreements for perspective clients who meet the specific criteria. - Maintain data entry requirements by following data program techniques and procedures - Verify entered data by reviewing, correcting, deleting, or re-entering information - Combine data from multiple systems - Regular, consistent, punctual attendance - Follow-up on intakes (as needed) - Placing outbound calls - Contact with medical providers and clients regarding availability of doctor appointments - Follow up calls from medical providers when clients are non-compliant with appointments - Consistent and regular communications with clients regarding appointments - Consistent and regular communications with legal team regarding clients Requirements: - Understanding of general legal procedures and business practices - Standard clerical and general office administration procedures - High volume phones, call center and/or law firm experience is preferred - Exceptional communication skills - Ability to work well under pressure and to exercise good ju...