Personal Injury Intake Specialist – Medical Records

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Job Duck

WebsiteLinkedInAll Job Openings

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

• Gather, verify, and accurately enter client information into the firm's systems • Maintain accurate records and case-related documentation within Filevine • Manage the firm's main phone line and ensure calls are handled professionally and efficiently • Conduct the complete client intake process from initial contact through information collection and documentation • Obtain, organize, track, and maintain medical records and billing documentation • Collaborate with the attorney and legal team to support case preparation and workflow efficiency • Communicate with clients regarding documentation requests and case-related information • Follow established firm procedures for obtaining and managing medical records • Route calls and inquiries to the appropriate team members when necessary • Provide a compassionate and supportive experience for clients throughout the intake process • Serve as the primary point of contact for incoming calls and inquiries • Monitor intake tasks and follow up on pending items to ensure timely completion

🎯 Requirements

• 2-3 years of experience working as an Intake specialist • Experience managing medical records is a must • Previous experience in client intake, customer service, legal support, or an administrative role preferred • Experience with Filevine, RingCentral, Microsoft Outlook, and Google Drive • Ability to handle a high volume of calls and client interactions daily • Excellent organizational and multitasking abilities • Ability to learn and follow established procedures consistently • Excellent verbal and written English communication skills • Professional and confident phone presence • Outstanding customer service skills • Strong attention to detail • Exceptional active listening skills • Ability to multitask in a fast-paced environment • Time management and organizational skills • Client-focused mindset • Compassionate and empathetic approach • Proficiency with CRM systems, communication platforms, and Microsoft Office applications • Availability for 9:00 AM - 6:00 PM EST/EDT (United States of America) work shift

🏖️ 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