Overview
Intake Specialist Jobs in Coral Gables, FL at Kogan & DiSalvo,P.A.
INTAKE SPECIALIST WITH PERSONAL INJURY EXP NEEDED
SHIFTS AVAILIBLE: 9AM-6PM AND 10AM-7PM (Evening & weekend shifts)
Kogan & DiSalvo serves the entire state of Florida. If you are looking for an excellent personal injury firm with an incredible reputation and high-integrity leaders, then this might be EXACTLY what you are looking for!
Apply today for: competitive pay, comprehensive health/dental/vision benefits, paid time off, paid holidays, 401K retirement plan with company match, disability benefits, profit sharing plan, discretionary bonuses, professional development, internal promotions, and other incentives. We offer flexibility, a great team to work with, incredible leaders, transparent communication, a fun environment, and overall true professionalism and a commitment to help those that were injured.
This position is for our Plantation or Coral Gables location
RESPONSIBILITIES:
- Conduct intake interviews on the phone and in-person to gather all pertinent potential claim information
- Follow up on all leads via telephone and email using 7 touches approach and within 5 minutes of receiving initial inquiry
- Schedule sign up meetings, calendar all appointments
- Conduct sign up meetings when necessary in office/offsite/at doctor’s office – Obtain signed contracts & authorization forms, along with all relevant documentation
- Update firm CRM system, Litify, to show current lead status
- Review current outstanding tasks within the CRM system, Litify, on a daily basis
- Enter all relevant information pertaining to claim into CRM including but not limited to accident details, liability, injuries, prior attorneys, prior injuries and medical treatment and forward to attorneys for review
- Save all emails to CRM system; add and update doctor and attorney referrals
- Assist in referring callers to other firms/agencies if firm is unable to assist
- Scan in all sign up paperwork and documents into the document tab in CRM
- Once all sign up duties are completed, provide the new file to a file opener
Job Type: Full-time
Pay: $18.00 – $24.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
Language:
- Spanish (Required)
Work Location: In person
Title: Intake Specialist
Company: Kogan & DiSalvo,P.A.
Location: Coral Gables, FL
