Legal Intake Specialist

Description

Summary: The Intake Specialist is a crucial first point of contact for potential clients, responsible for gathering information, assessing eligibility, and ensuring timely support in the pre-settlement funding process. Highlights: 1. Serve as the first point of contact for potential clients 2. Conduct preliminary screenings to determine eligibility 3. Collaborate with legal and other departments for seamless client process **Company Overview:** ProLegal is a company dedicated to providing law firm solutions. **Position Summary:** The Intake Specialist plays a crucial role in our pre\-settlement funding process by serving as the first point of contact for potential clients. This position involves gathering essential information, assessing eligibility, and facilitating a smooth intake process to ensure our clients receive timely and effective support. **Requirement:** * Must be fluent in English. * Resume must be in English. * Must have experience as an Intake Specialist in Personal Injury. At least 2 years. **Key Responsibilities:** **Initial Contact and Screening:** * Respond promptly to inquiries from potential clients via phone, email, and online submissions. * Conduct preliminary screenings to determine eligibility for pre\-settlement funding based on company criteria. * Provide clear and concise information about the pre\-settlement funding process, including terms and requirements. **Information Gathering:** * Collect and document detailed information from clients, including case details, personal information, and financial needs. * Ensure accuracy and completeness of all intake documentation and data entry. **Client Communication:** * Maintain regular communication with clients to update them on the status of their application. * Address client questions and concerns with empathy and professionalism. **Collaboration:** * Work closely with the legal team to obtain necessary case documentation and verify case details. * Collaborate with other departments, including underwriting and customer service, to ensure a seamless process for clients. **Documentation and Reporting:** * Maintain accurate and organized records of all client interactions and documentation. * Prepare and submit regular reports on intake activities and client status. **Compliance:** * Adhere to all company policies and procedures, as well as relevant legal and regulatory requirements. * Ensure confidentiality and security of client information. Job Type: Contract Pay: $700,000\.00 \- $1,000,000\.00 per month Work Location: Remote