Legal Intake Specialist

Job Summary: Reporting to the Manager – Legal Intake, the Specialist – Legal Intake is responsible for assisting with the process of file opening and managing new inherited files. Essential Duties and Responsibilities: This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities as management may deem necessary. File Opening: • Understands file flow and assists with moving file inventory to demand review process. • Reviews criteria dependent diaries from files that are moved back into the work queue from the legal teams. • Verifies information in files through an automated process; provides manual review efforts and clean up. • Understands and adds correct codes to files creating the path to litigation team. • Maintains knowledge on client work standards in regard to compliance requirements. • Runs assigned reports in an effort to manage file flow and moving accounts to the demand effort. • Other responsibilities as assigned. Inherited Files: • Works assigned files dependent on legal status. • Assists with demand exception reports. • Other responsibilities as assigned. Required Skills/Abilities: • Must be able to manage shifting priorities in a fast-paced, results-driven environment while maintaining a focus on compliance. • Individual must be proficient in the Microsoft Suite of products. • Must act with a sense of urgency while maintaining a high attention to detail. • Must be able to communicate effectively with staff at all levels within the organization. Education and Experience: • High school diploma (or equivalent) is required. • Prefer a Bachelor’s degree or 1-2 years’ experience in a legal profession. Physical Requirements: • Prolonged periods of sitting at a desk and working on a computer. • Frequently required to talk or hear, and use hand to type, handle, or touch objects. • Regularly required to stand and walk, and may be required to stoop, bend, or reach above the shoulders. • Must be able to occasionally lift up to 25 pounds at times. • Must be able to access and navigate each department at the organization’s facilities. Work Environment: The position is primarily hybrid/fully remote