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Intake Specialist

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Timothy Padgett

11 - 50 employees

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đź“‹ Description

• Review and validate client documentation to ensure all required information is complete and accurate • Coordinate with internal departments to establish smooth workflows during the intake process • Enter data into case management systems with a high level of precision • Address client inquiries related to the intake process promptly and professionally • Monitor intake queues in several client and internal systems • Ensure timely processing of all cases in accordance with service level agreements • Maintain accuracy while handling large volumes of data and ensuring compliance with established procedures • Resolve issues related to the intake process • Produce clear and professional written and verbal communication with clients and team members • Prioritize tasks and meet deadlines in a fast-paced environment • Adapt to new technologies, processes, and workload changes as needed

🎯 Requirements

• Ability to work with others in a congenial and team-oriented manner • Exceptional organizational skills and ability to multitask and adapt to continual change • Excellent verbal and written communication skills • Strong attention to detail and ability to manage high volumes of data accurately • Proficiency in legal and case management software and Microsoft Office Suite • Solid understanding of intake processes within the default services or legal industry • Problem-solving skills and proactive attitude toward process improvement • Ability to sit or stand for extended periods while performing data entry, reviewing documents, or coordinating with clients • Proficient use of hands and fingers for typing, operating office equipment, and managing documentation • Ability to read and review printed and digital documents, including small text, on screens or paper

🏖️ Benefits

• 4 weeks of PTO from day one (which increases with tenure) • Paid Parental and Grandparent Leave • 7 Paid Company Holidays and your birthday off every year • Full suite of healthcare insurance options including health, dental, vision, STD, LTD, Accident, Critical Illness, Voluntary Life and AD&D coverage, and more • Company-covered Term Life Insurance, AD&D Insurance, and Employee Assistance Program • 401k (with company match) • Extensive Training and Development Opportunities • Flexible work schedules including in-office, hybrid, and remote working capabilities

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