Intake Specialist

hace 5 días

Chihuahua, Chihuahua, México Solvo Global A tiempo completo $24,000 - $36,000 al año

We are seeking an
Intake Specialist
responsible for answering all calls with professionalism, courtesy, and empathy while documenting and resolving client inquiries. The ideal candidate will provide outstanding client service, pay close attention to detail, and accurately record information from clients and providers.

Responsibilities:

Principal (Essential) Duties:

  1. Conduct consultations for potential cases from new clients via phone calls and online inquiries, ensuring empathy and efficiency throughout the intake process.
  2. Sign up new clients electronically and address questions or concerns clearly and effectively.
  3. Assist new clients in scheduling their initial clinic appointments for treatment.
  4. Review inquiry calls and emails from clients, law firms, lead companies, and clinics.
  5. Ensure all legal documents are correctly processed, signed, and filed.
  6. Perform additional duties such as assisting walk-in clients, processing legal documents, and communicating with referral law firms.
  7. Manage data entry processes by reviewing questionnaires and documentation related to each case.

Secondary Duties:

  1. Collaborate with other departments to support ongoing client cases.
  2. Connect existing clients with their legal teams and provide timely solutions for dissatisfied clients.
  3. Redirect calls from insurance adjusters and medical providers to the correct paralegals or attorneys while maintaining client confidentiality and privacy.

Qualifications:

  • Proficiency in Microsoft Word, Outlook, and DocuSign.
  • Ability to handle high call volumes and multitask effectively.
  • Strong data entry accuracy and attention to detail.
  • Familiarity with office technology (computers, phones, copiers, fax machines).

Shift Details:


Location:
On-site at our offices located in


Availability:
Monday to Sunday (Two consecutive days off selected by the operation).

Possible days off:
Friday–Saturday
,
Saturday–Sunday
, or
Sunday–Monday
.


Not rotative:
Once the schedule is assigned, it remains fixed.


In Mexico:
Availability required between
6:00 a.m. and 10:00 p.m.
(the specific schedule will be assigned within this timeframe)

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