Bilingual Intake Consultant

Job Description

Job Description

Whitley Law Firm is looking for an experienced Bilingual Intake Consultant to join our Intake team. Employees at Whitley Law Firm share a mission of obtaining the best results for our deserving clients.

Job Summary :

The Intake Consultant fills an essential role by serving as one of the initial points of contact for the firm. This role demonstrates excellent communication skills, a compassionate attitude, and the ability to handle sensitive information with discretion as they evaluate any new calls and contacts from prospective clients. The intake consultant gathers complete case and client information to be able to screen, evaluate, and provide feedback to the client on case eligibility.

Anticipated Schedule :

Monday - Friday | 9 : 00am - 5 : 30pm

Location : On-Site | Raleigh, NC

Duties / Responsibilities :

• Promptly handle all incoming leads with empathy and professionalism to determine eligibility
• Stay up to date and possess knowledge of the firms areas of practice with a clear understanding of the eligibility criteria for all case types
• Obtain complete and accurate intakes for all qualifying leads, including but not limited to contact information, photos, documents,
• Maintain and update notes for all lead interactions with rationale behind each entry or status change
• Respond to prospective client messages and emails in a timely manner
• Work effectively as a member of a team, with a client satisfaction approach to ensure monthly goals are met
• Independently handle communication with callers and government agencies to request and obtain necessary information
• Appropriately document notes and lead status changes within the Case Management System
• Provide alternate resources to leads not eligible for our services

Required Skills / Abilities :

Education and Experience :

Physical Demands :

Benefits :

Similar roles may include : Healthcare Intake Coordinator, Patient Service Representative, Case Manager, Admissions Coordinator, Client Service Specialist, Legal Intake Specialist, Claims Intake Specialist, Insurance Adjuster Assistant, and Customer Service Coordinator