Intake Specialist

Profile

Intake Specialist

The candidate will answer all advertisement lines (prospect lines) in a timely manner, as well as guiding prospective clients through the appropriate questionnaires in order to determine if the Firm is able to move forward with a case. Provide the best customer service to all callers, and ensure that all documents needed to move forward with a case are received back from the potential client. Answer all client calls received on the Firm’s advertisement lines in a timely manner. Enter all information collected without error, including grammar, addresses, salutations, medications, etc.. Look up addresses to ensure they are being entered in properly to the Case Management Systems. Complete questionnaires in their entirety to ensure no information is missing. Ensure notes are created in the Description of Incident section to provide additional details. Complete any leads listed in the Case Management Systems that are unassigned and need follow-up. Follow up on leads the required number of times in a timely manner. Previous customer service experience is required. Spanish skills are required.

Company info

Disparti Law Group, P.A.
P.O. Box 3549
Holiday
Florida
United States 34692
Website : http://www.dispartilaw.com