Intake Coordinator

This position is crucial as it is the first contact clients have with our firm, this position must have someone who can ensure that our operational excellence is shown in the first interaction with a client.

The right candidate will possess a strong Intake customer service background and the ability to analyze potential client calls to determine if we can be of any assistance. This position is full time. Candidate will handle a large volume of incoming client calls and be responsible for a large volume of follow ups.

We are only looking for serious candidates who have experience as an Intake Administrator or who have high volume Intake experience and wish to become an Intake Administrator.

Duties/Responsibilities:

• Screen emails, internet, voicemails for potential clients
• Carry out initial client interview with empathy and compassion
• Persistently monitor all potential new client inquiries (email, internet, phone and referrals)
• Immediately contact every potential client and establish relationship with client
• Write emails, take notes, research cases, fax, copy, and create spreadsheets to track referrals, clients and other pertinent information.