Global Intake – Case Management Assistant

Job not on LinkedIn

🔥 1 minute ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 25%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Crisp Professional Development

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 1990

💼 Consulting

🏥 Healthcare

📣 Marketing

Consulting • Healthcare • Marketing

Crisp Professional Development is an organization focused on enhancing professional skills through various training courses. They offer a wide range of programs including leadership, management, communication, and HR courses designed for individuals and teams. As an accredited center for the Institute of Leadership and Management (ILM), Crisp is committed to delivering bespoke development opportunities that cater to the unique needs of their clients, ultimately aiming to make a positive difference in their professional lives.

📋 Description

• Handle inbound intake calls and conduct the full intake process from initial call through file setup • Move qualified prospective clients through the engagement process through timely follow-up, answering questions, securing signed engagement documents, and onboarding newly retained clients • Enter intake information accurately into CasePeer and maintain organized, complete case files • Prepare letters of representation and related initial documents using firm templates • Incorporate attorney feedback, send finalized documents, request police reports and other incident documentation, and track outstanding items • Track new intake inquiries, outstanding information, signed engagement documents, and initial file setup items • Gather medical treatment, hospital, urgent care, provider, police report, and incident documentation • Communicate with prospective and newly retained clients by phone, text, and digital platforms • Explain next steps and gather required information • Collaborate with staff members using Microsoft Teams

🎯 Requirements

• 3–5 years of direct intake experience with a U.S.-based personal injury law firm • Experience handling intake as a core responsibility, including responding to prospective clients, conducting intake interviews, gathering case details, following up on leads, documenting intake information, and helping convert qualified prospects into signed clients • Ability to respond promptly, follow through independently, and prioritize time-sensitive personal injury leads • Fluent in both English and Spanish • Excellent written and verbal communication skills • Comfort using intake/case tracking software, VoIP systems, and Microsoft Teams in a remote environment • Ability to learn and accurately maintain intake records in CasePeer • Strong ability to manage multiple tasks and priorities in a fast-paced environment • Exceptional attention to detail in data entry and document handling • Ability to work U.S. hours, 11:00 AM–7:00 PM EST • Reliable access to necessary technology • Demonstrated success working independently in a remote, structured work setting

🏖️ Benefits

• Professional growth opportunities in personal injury intake, client communication, lead conversion, and accurate file setup • Supportive collaborative team culture with regular communication and clear expectations • Meaningful impact on client experience • Defined intake process with clear expectations, established templates, and CasePeer workflows