Empleos de jose a. blanco, p.a.

Job Title: Intake Specialist

Location: Remote International

About Rodriguez Law Firm

Rodriguez Law Firm is a leader in personal injury law, providing compassionate and results-driven representation to clients across DC, MD, VA, PA, and TX. Our firm is known for its commitment to client advocacy, excellence, and a high-performing team culture.

As an Intake Specialist, you will be the first point of contact for potential clients, ensuring they receive prompt, professional, and empathetic service. You will play a critical role in assessing new cases, gathering essential information, and setting the stage for successful client representation.

Key Responsibilities

Client Intake & Case Evaluation

• Answer and respond to all potential client (PNC) inquiries via phone, email, text, or in person.
• Gather and document key details regarding potential cases, including injuries, liability, and insurance coverage.
• Assess case viability and escalate qualified leads to attorneys for review.
• Provide clear and compassionate communication to potential clients, ensuring they feel heard and supported.

Case Onboarding & Documentation

• Process new client onboarding, ensuring accurate data entry and document collection.
• Maintain client files in the firm’s case management system, ensuring all information is up to date.
• Prepare and process legal intake documents with a high level of accuracy.

Collaboration & Team Support

• Work closely with attorneys and case managers to ensure smooth case transitions.
• Assist in training new intake team members and participate in process improvement initiatives.
• Maintain professional relationships with clients, providers, and team members.

Administrative Duties

• Manage intake-related administrative tasks, including scanning, filing, and scheduling appointments.
• Track and document referral sources and lead origination for reporting purposes.
• Ensure all client interactions align with Rodriguez Law Firm’s professional and ethical standards.

What We’re Looking For

Skills & Qualifications

• Previous experience in customer service, sales, or legal intake preferred.
• Strong verbal and written communication skills with the ability to build rapport quickly.
• Exceptional attention to detail and ability to manage multiple tasks efficiently.
• Proficiency in Microsoft Office (Excel, Word, Outlook) and familiarity with legal case management software is a plus.
• Bilingual & Fluency in both English and Spanish required.

Ideal Candidate Attributes

• A positive and professional attitude with a passion for helping others.
• Ability to thrive in a fast-paced, high-volume environment.
• Strong problem-solving skills and a proactive mindset.
• Commitment to maintaining confidentiality and handling sensitive information with discretion.

Why Join Rodriguez Law Firm?

• Industry Recognition: Featured in Forbes, Bloomberg Law, and Super Lawyers.
• High-Performing Team: Work alongside top legal professionals in a collaborative environment.
• Growth Opportunities: We invest in our team’s development with training and career advancement opportunities.
• Celebratory Culture: We recognize hard work and success through team events, rewards, and a supportive atmosphere.

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