Intake Specialist

Overview:

The Law Firm of Daniela Labinoti, P.C is seeking a detail oriented, bilingual Intake Specialist.

The following skills are recommended:

1. Client Communication & Customer Service

• Communicating with potential clients in a compassionate, calm, and professional manner
• Active listening during stressful or emotional conversations
• Explaining legal intake processes clearly
• Bilingual or Spanish ability is a significant advantage

2. Case Screening & Intake Evaluation

• Understanding negligence, liability, damages
• Identifying viable PI cases
• Knowing red flags for non-recoverable cases
• Assessing basic jurisdiction and statute limitations
• Understanding police report factors, ER visit info, insurance status, etc.

3. Legal & Insurance Knowledge

• Medical terminology
• Insurance policy basics (BI, PD, UM/UIM, PIP, Med Pay)
• Understanding common PI injuries and treatment stages
• Familiarity with claim process, treatment timelines, and adjuster roles

4. Investigation & Information Gathering

• Obtaining police reports
• Obtaining medical history
• Collecting photos, insurance info, witness details
• Reviewing liability facts
• Running preliminary online public searches (if permitted)

5. Organization & Case Management

• Document management
• Scheduling appointments
• Maintaining records accurately
• Prioritizing deadlines
• Managing multiple intakes simultaneously

6. Software & Technical Skills

• Case management systems (CasePeer, Filevine, Litify, Clio, etc.)
• Adobe / DocuSign / intake forms
• HIPAA-compliant data handling
• Excel, Word, PDFs, upload management

7. Attention to Detail

• Spelling of names
• Date of injury
• Insurance policy numbers
• Phone numbers
• Medical timeline accuracy
• Treatment and diagnosis accuracy

8. Empathy & Trauma-Aware Communication

• Understanding accident trauma
• Supporting injured clients calmly
• Managing emotional conversations professionally
• Being patient and reassuring
• Explaining the next steps

9. Multitasking & Fast-Paced Workflow

• Handling multiple calls
• Several intakes per day
• Document uploads
• Sending authorization forms
• Routing case to appropriate team promptly

10. Confidentiality & Professional Ethics

• HIPAA compliance
• Handling sensitive medical information
• Maintaining professional tone when screening claims
• Not giving legal advice (only information gathering)

Bonus skills that make you stand out

• Bilingual (especially Spanish)
• Experience dealing with insurance adjusters
• Familiar with medical providers/hospitals
• Ability to calm anxious or angry callers
• Ability to quickly route viable vs non-viable cases

Job Type: Full-time

Pay: $15.00 - $20.00 per hour

Expected hours: 40 – 60 per week

Work Location: In person