Bilingual Intake Coordinator
Duties/Responsibilities:
- Speaking with individuals to get their personal (medical, mental or legal) history and ascertaining their mental and physical state
- Using the gathered information to guide them to the right service, department or office
- Obtaining emergency contact information
- Coordinating schedules, appointments and travel for clients
- Obtaining insurance or billing information and setting up claims when applicable
- Processing paperwork
- Ensuring forms have the proper signatures and that they’re filled out correctly
- Answering and taking notes of incoming inquiries via phone, fax or email
- Following up with clients and sharing vital information
- Keeping all information confidential
Required Skills/Abilities:
- Basic knowledge of legal terminology, intake processes, and best practices
- Excellent verbal and written communication skills.
- Excellent interpersonal skills in a variety of situations.
- Excellent work ethic.
- Attentive to detail and reliable.
- Proficient with Microsoft office suite, internet, and learning new systems and software
- Highly organized and detailed-oriented
- Exceptional time management skills with the ability to complete tasks with conflicting deadlines
- Excellent customer service skills with the ability to relay empathy for others’ situations
- Excellent judgment with the ability to work under limited supervision
- Ability to work effectively as part of a team and as an individual contributor
- Bilingual(English/Spanish) – read/write/speak
Education and Experience:
- High School Diploma or GED; Bachelor’s degree preferred
- One (1) more years of experience performing intakes for a law firm or similar job experience
Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer.
- Two-week training at our Katy location. After training employees will report daily to the Houston office.
- Must be able to lift up to 15 pounds at times.
#IND1
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