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