California Licensed Intake Specialist

Job Summary

A company is looking for an Intake Specialist.

Key Responsibilities

• Conduct up to 6 phone evaluations daily with empathy and professionalism
• Research claims and draft concise internal memos to assist attorneys
• Maintain the firm's CRM, documents, and calendars, and support team collaboration

Required Qualifications

• 1 year of customer service experience
• Proficiency in MS Word, Excel, and practice management software
• Strong organizational skills and ability to follow through on tasks
• Ability to adapt to shifting priorities in a fast-paced environment
• Spanish fluency is a strong plus