Plaintiff Personal Injury Intake Clerk

Job Description

Plaintiff Personal Injury Intake Clerk

Salary : Up to $50K + Benefits

Key Responsibilities

• Answer phones; return client calls and deal with inquiries; escalate calls as necessary to respond to clients promptly;
• Do client intake, asking pertinent questions and engage with clients, gathering all preliminary information so case can be assessed internally
• Manage Excel charts to track intake calls and client data;
• Receive retainers, complete file opening and file related tasks using firm software Filevine;
• Responsible for updating information in Filevine ensuring all client info and details are accurately entered and maintained;
• Handle and distribute all incoming mail and faxes; handle couriers and mail
• Request and obtain documentation from clients;
• Send retainers out to clients; follow up as necessary;
• Assist with support matters for Filevine; liaising with help desk when necessary;
• Send out non retainer letters to callers;
• Assist with administration of insurance policies for After the Event Insurance program;
• Respond to various miscellaneous daily requests from remote staff;
• Filing; Photocopying; Scanning; order and maintain office supplies;
• Update document briefs and files; prepare Notice letters;
• Schedule appointments and send out Zoom invitations;
• Book meeting / party rooms; set up; make arrangements as required;
• Perform miscellaneous general administrative office support tasks as assigned.

Qualifications

• 2+ years relevant experience. Legal background preferred;
• Ability to multi-task and work efficiently;
• Excellent telephone manner; able to initiate and handle a large volume of call backs for prospective clients;
• Ability to quickly adapt and learn new software, processes and procedures;
• Must be able to work independently as well as in a team setting;
• Superior attention to detail, organization and administration;
• Excellent written and oral communication and data entry skills : good typing skills to gather accurate intake information
• Strong work ethic, initiative, and accountability;
• Solid working knowledge of MS Office.

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Tagged as : Intake Clerk, Personal Injury, Plaintiff Personal Injury