Intake Specialist
Role Overview
As an Intake Specialist at Shegerian & Associates, you will be the first point of contact for potential clients, evaluating 5-6 cases daily via phone, email, and in-person communications. This junior role requires strong organizational skills and critical thinking to assess the strengths and weaknesses of claims, while also maintaining accurate documentation and supporting case evaluations across the firm.
Perks & Benefits
This position offers a competitive hourly pay of $26-$28 based on experience, with the firm covering 100% of dental, vision, and Silver-level medical premiums. Employees enjoy generous paid time off, including 80 hours of PTO plus additional hours on anniversaries, and a unique benefit of a fully paid day off for birthdays. The firm fosters a collaborative culture with opportunities for involvement in training and professional development.
Full Job Description
Headquarters: California, United States URL: http://shegerianlaw.com
Join a premier team known for exceptional client care. As our first point of contact, you'll help evaluate potential cases and keep matters moving with accuracy and empathy. What you'll do:
Evaluate 5-6 potential clients daily by phone, while also addressing email and in-person communications as needed. Research claims/entities and draft concise internal memos to support case evaluation. Perform document review and keep our database/CRM and calendars spotless. Collaborate across the firm and pitch in where needed including assisting with new-hire training when applicable.
What you'll bring:
Superior organization (documents & calendar) and reliable follow-through in a fast pace. Meticulous intake skills and critical thinking to spot strengths, weaknesses, and themes. Excellent communication (written & verbal) and professionalism with a wide range of personalities. Comfort multitasking and adapting as priorities shift in a growing firm. Proficiency with MS Word, Excel, and practice management software.
Spanish fluency preferred.
Requirements 1 year of Customer Service Benefits What We Offer:
Hourly pay: $26-$28 BOE Industry-Leading Benefits: Firm pays 100% of premiums for dental and vision
Firm pays 100% of all Silver-level medical plans
Firm contributes approximately 10% toward retirement (3% Safe Harbor + 7% Profit Sharing) $500 annual FSA contribution
Time for Life: Accrual of 80 hours of PTO (additional 40 hours on 3rd anniversary), 40 hours sick pay, plus your birthday off as a fully paid day.
To apply: https://weworkremotely.com/remote-jobs/shegerian-associates-intake-specialist
Similar jobs
Found 6 similar jobs
