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Intake Specialist at Shegerian & Associates. Join a premier team known for exceptional client care. As our first point of contact, you’ll help evaluate potential cases and keep matters moving with accuracy and empathy.. What you’ll do:. Evaluate 5–6 potential clients daily by phone, while also addressing email and in-person communications as needed.. Research claims/entities and draft concise internal memos to support case evaluation.. Perform document review and keep our database/CRM and calendars spotless.. Collaborate across the firm and pitch in where needed—including assisting with new-hire training when applicable.. What you’ll bring:. Superior organization (documents & calendar) and reliable follow-through in a fast pace.. Meticulous intake skills and critical thinking to spot strengths, weaknesses, and themes.. Excellent communication (written & verbal) and professionalism with a wide range of personalities.. Comfort multitasking and adapting as priorities shift in a growing firm.. Proficiency with MS Word, Excel, and practice management software.. Spanish fluency preferred. .. 1 year of Customer Service. Company Location: United States.