We are looking for a highly organized and detail-oriented
Intake Specialist
to join a U.S. personal injury law firm.
The role is responsible for setting up new client case files immediately after a client signs with the firm, ensuring all information and documentation are accurate, complete, and properly organized.
You will work closely with the Intake, Attorneys, and Pre-Litigation teams to make sure every new case is ready to move forward without delays.
Key Responsibilities
- Create and organize new case files in
Filevine
.
- Enter client, accident, insurance, and medical provider information accurately.
- Upload and organize signed agreements and intake documentation.
- Open initial insurance claims and send
Letters of Representation (LORs)
.
- Verify insurance policy, claim, adjuster, and coverage information.
- Request police reports, medical records, and other initial documentation.
- Set up case tasks, deadlines,
and milestones.
- Conduct an initial welcome call with new clients.
- Perform quality control before handing cases to attorneys and case managers.
- Follow up with the Intake team regarding missing or unclear information.
- Maintain accurate records and correspondence in the case management system.
Requirements
- C1 English level or higher.
- Minimum
1 year of experience
in administration, data entry, file management, or a similar role.
- Exceptional attention to detail and accuracy.
- Strong organizational and time-management skills.
- Excellent written and verbal communication.
- Ability to manage a high volume of cases in a fast-paced environment.
- Proficiency with
Microsoft Office and Outlook
.
- Ability to quickly learn case management software.
Preferred Qualifications
- Experience in a
personal injury law firm
or insurance environment.
- Experience as a
File Opener, Case Initiator, or Inta