• Serve as the first point of contact for community members and jobseekers • Complete intake and eligibility determination • Collect, verify, and document required eligibility information • Enter data into WIT and process applicants • Maintain accurate individual case files • Schedule appointments and refer eligible participants • Provide clear information regarding program services • Support orientation sessions and group presentations

• Act as the first point of contact for prospective clients via phone, email, and online platforms, with an emphasis on personal injury inquiries. • Conduct detailed intake interviews to collect legal, personal, and incident-related information from potential personal injury clients. • Accurately enter and manage client data in the intake management system while maintaining confidentiality. • Evaluate client inquiries to determine case eligibility and next steps, ensuring timely follow‑up and routing to the appropriate legal professionals. • Provide clear, empathetic information about the legal intake process, timelines, and services offered. • Support attorneys and legal teams by ensuring that client data is complete and well‑organized for review. • Maintain professionalism and confidentiality in all client interactions, especially given the sensitive nature of personal injury matters.

• Review medical records, clinical documentation, and payer guidelines to determine patient eligibility, qualification status, and compliance prior to service delivery • Communicate with patients regarding financial responsibility, collect payments when applicable, and document interactions accurately • Contact patients when documentation does not meet payer requirements, providing updates and alternative options to support timely care • Work with referral sources, physicians, and clinical teams to obtain complete and compliant documentation • Demonstrate expert knowledge of payer requirements to ensure services are provided appropriately and in compliance • Maintain accurate, timely documentation of patient information and communications using electronic systems • Accurately enter referrals within established timeframes while meeting productivity and quality standards • Coordinate with leadership to ensure appropriate inventory and services are selected and scheduled • Work closely with sales, insurance verification, and internal support teams to facilitate the referral and intake process • Navigate multiple EMR and online systems to obtain and manage documentation. • Ensure appropriate shipping and delivery methods are selected in accordance with company procedures • Answer incoming calls promptly and provide professional assistance to patients and referral sources • Participate in on-call rotation during non-business hours in accordance with company policy • Support team operations and quality standards by following company policies and procedures • Performs other related duties as assigned

- Serve as the first contact for leads through phone or email, delivering a friendly and helpful experience. 🤝 - Collect important information to understand client needs and assess how the firm can help. 📝 - Listen empathetically to individuals and guide them to appropriate resources within or outside the firm. 💬 - Complete legal forms and manage records of customer interactions. 📋 - Schedule and coordinate consultations with legal experts. 📅 - Follow up with clients to ensure their needs are met or provide additional support. 🔄 - Handle administrative tasks such as booking appointments, managing schedules, and organizing paperwork. 📑