Business Intake Specialist – Remote or Hybrid Position Available In Charleston, South Carolina

Business Intake Specialist –

Remote or Hybrid Greenfield Staffing Solutions Charleston, SC Job Details Full-time Estimated:

$40.5K – $51.6K a year 2 days ago Benefits Health insurance Vision insurance Qualifications Microsoft Excel English Mid-level Microsoft Office Administrative experience Accounting Organizational skills Law office Associate’s degree 2 years Accounting Communication skills Full Job Description Preferred candidates will have experience working either in an administrative role in a claims department in the insurance industry, or in a similar role handling conflicts checks and opening new files/clients at a law firm. Aderant experience also a plus. Primary responsibilities include running conflicts checks, opening new clients and files in Aderant, reopening files, and maintaining / updating client and matter data in Aderant, and helping to maintain accurate and timely information in

Aderant What We’re Looking For:

Possess excellent listening skills, verbal and written communication skills Possess excellent organizational skills, and pay close attention to detail Must be able to read and write in English and use arithmetic skills accurately to complete required daily projects Proficiency in Microsoft Office applications with an emphasis in Excel Must possess ability to take initiative and handle various tasks simultaneously while working efficiently, effectively, and independently under minimal supervision

Essential Responsibilities:

Evaluate information secured during the intake process to ensure accuracy and adequacy prior to opening a matter in Aderant Professional and prompt follow up with attorneys and administrative staff for additional information or for clarity of information as needed Ensure the consistent entry of accurate information, including the application of accurate rate sets, in Aderant during the intake process consistent with firm protocols Conduct timely and accurate conflict searches in accordance with firm policies and procedures Conduct timely and accurate opening of matters upon submission of appropriate information to the Business Intake Group Address requests that come to the New File Requests and Aderant File Maintenance Outlook groups Contribute to the maintenance and updating of information in Aderant as needed Assist in the intake process during the onboarding of new attorneys to the firm or the transfer of new business to the firm unrelated to onboarding Appreciate and understand the impact that the work of the Business Intake Department has on other departments and the firm overall Receive cross training and assist other departments as needed Assist with special projects and assignments as needed Completion of reports on a daily, weekly, monthly or as needed basis Responds politely to internal staff, clients, vendors, etc. Works as a member of a team Accepts change in a productive manner Performs other duties as necessary or assigned

Additional Benefits:

Comprehensive health, dental, and vision insurance Retirement/401(k) programs Casual dress code Mental health support & employee resource groups

Qualifications:

Associate’s Degree in accounting or related field 2-5 years of related work experience required