Client Intake Specialist

Summary/Objective

Established Workers' Compensation and Personal Injury Law Firm has immediate openings for a Bi-lingual, Full-Time, Client Intake Specialist at our Milton office. The primary responsibilities will be receiving incoming client calls and also initiating outbound client calls, completing full case intakes, sending electronic authorizations, following-up with clients, and other duties as needed. The ideal candidate must be able to multi-task in a fast-paced environment and possess excellent verbal and written communication skills.  

Essential Functions

Receives incoming client calls and initiates outbound calls to potential clients, as received electronically and by live transfer

Uses discretion and independent judgment in handling client claims and forwards completed intake to appropriate attorneys for review

Uses Salesforce software to enter all case and client details, and maintains detailed logs and task history within the database

Conveys accurate information to clients with regard to different case types with confidence and assurance

Sets the tone and pace of all calls, while maintaining a professional attitude and showing empathy and patience when speaking with potential clients

Demonstrates ability to converse with varying client personalities to collect pertinent details to determine the viability of their claims


Competencies

Possesses the ability to accurately translate verbal information into written correspondence

Treats calls consistently, whether it is 4:30 on Friday or 8:30 on Monday morning

Demonstrates the ability to prioritize and escalate client calls appropriately

Possesses strong technical capability and proficiency with Microsoft Office Suite 

Has the ability to absorb, retain and apply new information

Performs work in a detail oriented and methodical manner

 

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.


Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role, however the employee may at times be required to sit; stand; walk; use hands to handle or feel; and reach with hands and arms. The employee must occasionally lift or move office products and supplies, up to 20 pounds.  


Position Type/Expected Hours of Work

This is a full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5 p.m. There may at times be an opportunity for work on evenings and/or Saturdays.


Travel

May need to travel to the firm’s Taunton office for training


Required Education and Experience

1. Candidate must have prior call center experience

2. Bi-lingual (Spanish/English or Portuguese/English)


Preferred Education and Experience

1. Inbound and/or Outbound sales experience

2. Experience with Salesforce software


Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.


AAP/EEO Statement

Keches Law Group is an equal opportunity employer.  Keches Law Group does not discriminate on the basis of race, ancestry, national origin, color, religion, gender, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.