.Job Title: Intake SpecialistClassification: Contractor; Prestador de ServiciosLocation: RemoteDepartment: ProcessingSupervisor: Manager of Client RelationsThe Company:Rockpoint Legal Funding is one of the largest and most reputable non-recourse legal funding companies on the West Coast, offering a helping hand to plaintiffs and their families while their attorneys fight for a fair settlement. Rockpoint's services help facilitate optimal case outcomes by providing critical funds and accessible medical treatment to plaintiffs as well as operational efficiencies and capital to law firms. Rockpoint prides itself on uncompromising ethical principles and excellent customer service. Founded in 2015, Rockpoint has realized consistent quarter-over-quarter growth and is well on pace for continued success.Rockpoint is the sole funding company to have an endorsement from the Consumer Association of California (CAOC), the statewide consumer attorney association.Position Description:We are looking for a smart, outgoing and resourceful individual to be our next Intake Specialist for our clients in law firms. This role presents a unique opportunity for the right professional, who will be the initial point of contact between Rockpoint and law offices to present our products and services and establish new long-term business relationships and partnerships. The ideal candidate will facilitate a variety of requests related to Rockpoint's products and service offerings and actively discuss ways to add value to our clients, while delivering exceptional customer service to our clients who are personal injury attorneys and legal case managers.Responsibilities:Obtain case information and process requests.Actively cross-sell products and services to clients by seeking opportunities to maximize cases.Manage incoming and outgoing phone calls and emails from law firms, surgical facilities, hospitals, and doctors regarding funding processes and surgeries.Prepare files to submit to the Account Management team for review.Maintain accurate and up-to-date records of all client interactions and case information.Manage and organize client intake paperwork and documentation.Respond promptly to inquiries from potential clients via phone, email, and in-person visits.Provide compassionate support and guidance to clients throughout the intake process, addressing their questions and concerns with professionalism and empathy.Ensure accurate record keeping and notating of clients' personal details and medical histories before clients are transferred.Perform additional duties as assigned.Qualifications:Must have Intake Specialist experience, preferably in the personal injury space.Must be detail-oriented, very organized, and possess a strong multitasking ability.Must be an energetic and reliable individual who can thrive in a fast-paced, performance-driven organization
