* Salário: R$ 2.000 a R$ 5.000 por mês (estimado)
* O valor exibido é uma estimativa calculada com base em dados públicos e referências do mercado. Não garantimos que este seja o salário oferecido para esta vaga específica.
Área: Outros
Nível: Senior
Company Overview:
ProLegal is a company dedicated to providing law firm solutions.
Position Summary:
The Intake Specialist plays a crucial role in our pre-settlement funding process by serving as the first point of contact for potential clients. This position involves gathering essential information, assessing eligibility, and facilitating a smooth intake process to ensure our clients receive timely and effective support.
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Requirement: Must have experience as an Intake Specialist in Personal Injury. At least 2 years.
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Key Responsibilities:
Initial Contact and Screening:
- Respond promptly to inquiries from potential clients via phone, email, and online submissions.
- Conduct preliminary screenings to determine eligibility for pre-settlement funding based on company criteria.
- Provide clear and concise information about the pre-settlement funding process, including terms and requirements.
Information Gathering:
- Collect and document detailed information from clients, including case details, personal information, and financial needs.
- Ensure accuracy and completeness of all intake documentation and data entry.
Client Communication:
- Maintain regular communication with clients to update them on the status of their application.
- Address client questions and concerns with empathy and professionalism.
Collaboration:
- Work closely with the legal team to obtain necessary case documentation and verify case details.
- Collaborate with other departments, including underwriting and customer service, to ensure a seamless process for clients.
Documentation and Reporting:
- Maintain accurate and organized records of all client interactions and documentation.
- Prepare and submit regular reports on intake activities and client status.
Compliance:
- Adhere to all company policies and procedures, as well as relevant legal and regulatory requirements.
- Ensure confidentiality and security of client information.
Job Types: Full-time, Contract
Pay: R$5,000.00 - R$5,500.00 per month
Experience:
- Personal Injury (Required)
Work Location: Remote