The Intake Specialist is a full-time, remote role responsible for managing incoming client inquiries and performing initial case intake, with a focus on personal injury matters. Daily tasks include speaking with potential clients, gathering and verifying case-related details, documenting information accurately in internal systems, and assessing whether cases meet established criteria. The role involves explaining processes and next steps to clients, coordinating with internal teams to ensure timely follow-up, and maintaining strict confidentiality and compliance with company policies. The Intake Specialist also reviews insurance-related information, helps clarify coverage details,
and provides high-quality customer service to individuals who may be experiencing stressful or sensitive situations.
Qualifications
• At least 2 years' experience in Personal Injury Intake, including handling inquiries, gathering detailed information, and managing expectations.
• Ability to work independently in a remote environment, manage time effectively, and handle multiple client interactions concurrently.
• Proficiency with common office software and CRM or case management systems.
• High attention to detail, accuracy in documentation, and adherence to confidentiality and compliance standards.