Intake Specialist

Job Title: Intake Specialist
Classification: Contractor; Prestador de Servicios
Location: Remote
Department: Processing
Supervisor: Manager of Client Relations

The 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.

Requirements

Responsibilities: 

• Obtain case information and process requests. 
• Actively cross-selling products and services to clients by seeking opportunities to maximize cases.
• Managing incoming and outgoing phone calls and emails from law firms, surgical facilities, hospitals, and doctors regarding funding processes, surgeries.
• Preparing 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.
• Performs 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. 
• Should have high emotional intelligence, charisma, interpersonal skills, and the ability to read between the lines and ask the right questions.
• Excellent communication skills (verbal, listening, writing). 
• High level of comfort and confidence on the phone and the ability to communicate effectively through email.
• You must speak fluent English and Spanish (C1, C2, or C3).
• You must have a high-speed internet connection at your home (80 Mbps)
• Up-to-date laptop with at least 8GB RAM
• You must have a working computer system. Two computer monitors are a plus!

Benefits

Rockpoint’s Core Values: 

• Be Efficient
• Be Collaborative & Communicate Constantly
• Be Accountable
• Be Ethical, Always
• Care
• Have Fun!

Continued Opportunities: 

Opportunities for career growth are bountiful. We encourage associates to learn and grow.

Compensation: 

$7.00 - $8.50 USD / Hour DOE

Benefits: 

• Paid Holidays
• 5 PTO Days / Year

HOW TO APPLY: Please submit a current resume and optional cover letter. Please be prepared to submit references during the interview process, and upon offer of employment; candidates will be required to complete a background check by a third-party agency.