Job description
SUMMARY: The primary purpose of this role is to intake calls, communicate with clients and screen for potential new clients.
DUTIES AND RESPONSIBILITIES:
-
Answer phones and screen personal injury and/or worker’s compensation call for potential new clients (PNC).
-
Gather and organize PNC information for case determinations (whether the case will be accepted, rejected, referred, etc.)
-
Follow case determinations and ensure follow-up is made on client representation agreements.
-
Schedule all PNC appointments in case management software.
-
Send PNC appointments out utilizing appointment software.
-
Coordinate sign-ups and locations with investigators for PNC appointments that are held outside of the firm.
-
Ensure investigators are up-to-date with meetings and client information at all times.
-
Communicate proactively with all team members, investigators and clients through the process; ensure missed PNC appointments are contacted with 30 minutes of scheduled meeting time.
-
Occasionally meet with PNC’s that walk-in without an appointment.
-
Prepare documents for all new client appointments that are held in office.
-
Prepare and send documents via e-sign, e-mail/mail, e-fax and upload corresponding documents to client folders in case management software.
-
Follow timing protocols for PNC communications.
-
Prepare all outgoing mail.
-
Responsible for handling all incoming mail, faxes and intake e-mail; includes scanning/dragging/dropping documents to corresponding case management mail folder
-
Meet expectations of GRACES protocol.
-
Perform other related duties as assigned by management.
QUALIFICATIONS:
-
No prior experience or training; Previous legal experience preferred.
-
High school diploma or general education degree (GED) required.
-
Computer skills required: Microsoft Office Suite
-
Other skills required: Phone inbound/outbound calling
abouteureka.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, abouteureka.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, abouteureka.com is the ideal place to find your next job.