Intake Support Administrator

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Job Duck

201 - 500 employees

💼 Consulting

📣 Marketing

⚖️ Legal

Consulting • Marketing • Legal

Job Duck is a company specializing in connecting individuals with remote job opportunities for United States-based businesses. The company offers a variety of positions including legal assistants, marketing assistants, executive assistants, and case managers. Job Duck emphasizes helping people build careers by working from home, ensuring a good work-life balance while providing support and resources for career development. The focus is on remote, full-time positions that are well-compensated and offer a range of professional opportunities.

📋 Description

• Collaborate with team members to ensure all requested information is gathered and properly documented • Manage inbound and outbound calls with professionalism and efficiency • Coordinate calendar reminders, follow ups, and task tracking as needed • Monitor follow up schedules and ensure timely outreach to clients and third parties • Track and follow up on insurance and medical record requests • Maintain accurate records of client communications and case related activities • Save and organize client documentation within the firm's record management system • Prepare and send correspondence to insurance companies informing them of representation and requesting policy information • Follow up with medical providers to ensure requested records and bills are received • Request medical records and medical bills from providers • Communicate with clients to check on their wellbeing and collect updated information regarding medical providers and treatment status

🎯 Requirements

• Minimum of 1 year of experience in a client-facing role, such as customer service or sales • Advanced/native-level English skills (both written and spoken) • Legal experience is not required • Experience managing client communications and follow-up processes preferred • Strong organizational and time management skills required • Ability to accurately track client interactions, next steps, and outstanding requests • Comfortable handling inbound and outbound calls throughout the workday • Experience working with digital records, documentation, and data management systems preferred • Calendaring and scheduling abilities • Client service and relationship-building skills • Ability to manage multiple priorities and follow up activities simultaneously • Professional phone etiquette • Self-motivated and dependable • Detail-oriented mindset • Strong problem-solving abilities • Ability to work independently while following established processes • Adaptability and willingness to learn new systems and procedures • Availability Monday to Friday, 9:00 AM to 6:00 PM EST • Proficiency with CasePeer, GoTo, Microsoft Outlook, Adobe, email and calendar management tools

🏖️ Benefits

• Competitive salary • Paid Time Off • Bonuses • 100% remote/home-based position • Full-time, long-term career opportunities • Parental Leave • Professional development and training • Dedicated team support • Alignment with our clients' core values

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