Intake Specialist

InsuranceInsuranceFull TimeRemoteCompany Site

Location

California

Posted

11 days ago

Salary

Not specified

English

Job Description

Join a premier team known for exceptional client care. As our first point of contact, you’ll help evaluate potential cases and keep matters moving with accuracy and empathy.

What you’ll do:

  • Evaluate 5–6 potential clients daily by phone, while also addressing email and in-person communications as needed.
  • Research claims/entities and draft concise internal memos to support case evaluation.
  • Perform document review and keep our database/CRM and calendars spotless.
  • Collaborate across the firm and pitch in where needed—including assisting with new-hire training when applicable.

What you’ll bring:

  • Superior organization (documents & calendar) and reliable follow-through in a fast pace.
  • Meticulous intake skills and critical thinking to spot strengths, weaknesses, and themes.
  • Excellent communication (written & verbal) and professionalism with a wide range of personalities.
  • Comfort multitasking and adapting as priorities shift in a growing firm.
  • Proficiency with MS Word, Excel, and practice management software.
  • Spanish fluency preferred.

Job Requirements

  • 1 year of Customer Service

Benefits

  • What We Offer:
  • Hourly pay: $26-$28 BOE
  • Industry-Leading Benefits:
  • Firm pays 100% of premiums for dental and vision
  • Firm pays 100% of all Silver-level medical plans
  • Firm contributes approximately 10% toward retirement (3% Safe Harbor + 7% Profit Sharing)
  • $500 annual FSA contribution
  • Time for Life: Accrual of 80 hours of PTO (additional 40 hours on 3rd anniversary), 40 hours sick pay, plus your birthday off as a fully paid day.

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