Intake Specialist

Intake Specialist Marietta, GA Job Details Full-time 1 day ago Benefits Paid holidays Dental insurance Paid time off 401(k) 4% Match Vision insurance 401(k) matching Qualifications Spanish Client onboarding Lead generation Administrative experience High school diploma or GED Contract drafting Prospecting Contracts 1 year Escalation handling Communication skills Entry level Client interaction via phone calls Full Job Description The Intake Specialist plays a critical role in delivering high-quality, empathetic, and efficient service to potential clients during the initial intake process. This position is responsible for evaluating case viability, gathering essential information, and ensuring a seamless transition to the Case Management team. The Intake Specialist serves as a key point of contact for prospective and newly signed clients and must uphold the highest standards of professionalism, accuracy, and client care. This role requires a bilingual candidate who is fluent in Spanish to effectively communicate with our diverse client base. Key Responsibilities Identify, evaluate, and distribute potential leads among intake specialists Log rejected, viable, and referred potential clients accurately in the case management system Assess case viability and prepare client contracts in accordance with firm guidelines Exercise authority to issue contracts at approved rates without managerial approval; escalate rate exceptions as required Confirm health insurance coverage and lien considerations upon case signing Coordinate with claims processors to ensure timely issuance of Letters of Representation (LORs) Assist with investigations during the initial intake phase Conduct afterhours and weekend calls with potential clients when available and necessary Communicate with attorneys on complex or highvalue cases to confirm approval prior to proceeding Perform biweekly followup calls with clients during the intake phase until transfer to a Case Manager Collect and submit required photographs, documentation, and data to support case progression Determine whether passengers involved in incidents have separate insurance coverage Review police reports thoroughly and escalate concerns to leadership when appropriate Accurately complete all required intake fields and documentation Provide regular updates to leadership and attorneys, particularly regarding highvalue claims Respond promptly and professionally to rollover and inbound calls Collaborate with fellow intake specialists to maintain workflow efficiency and team productivity Qualifications High school diploma or equivalent required Minimum of one (1) year of experience in customer service, intake, or administrative support Bilingual required; must be fluent in Spanish Strong verbal and written communication skills Excellent organizational and timemanagement abilities Proven dependability, accountability, and attention to detail Resourceful problemsolver with the ability to work independently and proactively Positive, adaptable, and teamoriented mindset Demonstrated ability to meet or exceed performance expectations Willingness to travel between office locations as needed Benefits 401(k) with 4% employer match Health, dental, and vision insurance Paid time off Paid holidays All candidates will be subject to a background check to be considered for employment