Intake Specialist

<p><strong>Join a premier team known for exceptional client care. As our first point of contact, you'll help evaluate potential cases and keep matters moving with accuracy and empathy.</strong></p><p><strong>What you'll do:</strong></p><ul><li>Evaluate 5-6 potential clients daily by phone, while also addressing email and in-person communications as needed.</li><li>Research claims/entities and draft concise internal memos to support case evaluation.</li><li>Perform document review and keep our database/CRM and calendars spotless.</li><li>Collaborate across the firm and pitch in where needed—including assisting with new-hire training when applicable.</li></ul><p><strong>What you'll bring:</strong></p><ul><li>Superior organization (documents &amp; calendar) and reliable follow-through in a fast pace.</li><li>Meticulous intake skills and critical thinking to spot strengths, weaknesses, and themes.</li><li>Excellent communication (written &amp; verbal) and professionalism with a wide range of personalities.</li><li>Comfort multitasking and adapting as priorities shift in a growing firm.</li><li>Proficiency with MS Word, Excel, and practice management software.</li><li><strong>Spanish fluency preferred</strong>.</li></ul><p><strong>Requirements</strong></p><p>1 year of Customer Service</p><p><strong>Benefits</strong></p><p><strong>What We Offer:</strong></p><ul><li>Hourly pay: $26-$28 BOE</li><li>Industry-Leading Benefits:</li><li>Firm pays <strong>100% of premiums for dental and vision</strong></li><li>Firm pays <strong>100% of all Silver-level medical plans</strong></li><li>Firm contributes <strong>approximately 10% toward retirement</strong> (3% Safe Harbor + 7% Profit Sharing)</li><li>$500 annual FSA contribution</li><li><strong>Time for Life:</strong> Accrual of <strong>80 hours of PTO (additional 40 hours on 3rd anniversary), 40 hours sick pay</strong>, plus your <strong>birthday off as a fully paid day</strong>.</li></ul>