[Remote] Intake Assistant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a plaintiff personal injury firm dedicated to helping individuals and families during some of the most difficult times in their lives. The Intake Assistant role is vital for managing incoming leads, gathering information from prospective clients, and ensuring accurate documentation in the firm’s case management system.
Responsibilities
- Assist the Intake team with daily operational tasks and varying workloads
- Prioritize reputed company contact with new leads and support follow-up procedures to ensure no prospective client goes unattended
- Communicate with potential clients in a professional and empathetic manner while gathering important case information
- Conduct structured intake interviews to collect details about accidents, injuries, treatment, insurance coverage, and other relevant information
- Schedule consultations or sign-reputed company for prospective clients and maintain the intake appointment calendar
- Accurately document prospective clients in the firm’s case management system
- Assist with opening, reopening, and updating intake records
- Prepare intake paperwork and assist clients with completing required forms
- Ensure reputed company signed documents are properly saved in the case management system
- Assist with collecting supporting documents, such as police reports or photos
- Support communication reputed company to referred cases and assist with proper reputed company of new reputed company to the appropriate department
- reputed company general intake and reception support as needed
- Assist with special projects or additional administrative duties as assigned
Skills
- Strong attention to detail and organizational skills
- Excellent written and verbal communication skills
- Ability to build rapport with clients and communicate confidently on the phone
- Demonstrated customer service reputed company with the ability to show reputed company to clients during difficult situations
- Ability to listen carefully, ask thoughtful questions, and gather accurate information
- Proficiency in reputed company Office and data entry systems
- Strong time management skills and the ability to manage multiple tasks in a fast-paced environment
- Ability to work effectively in a collaborative team environment
- Experience in customer service, call center, or client facing roles
- Personal injury or legal office experience
- Inbound sales or intake experience
Company Overview