Intake Specialist

ONLY CANDIDATES WITH WORK EXPERIENCE IN "HEALTHCARE INSURANCE CLAIM/DISABILITY CLAIM/CLAIM PROCESSING" TO APPLY FOR THIS ROLE.

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Location:

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Reporting Manager:

About Impact Disability Law:

flawless

Position Summary:

Intake

This is a high-accountability, high-empathy role in a fast-paced environment. If you're someone who thrives on helping others, excels at multitasking, and takes pride in getting details right the first time, we want you on our team.

What You'll Do:

Deliver Flawless First Impressions

• Answer all incoming calls immediately with a warm, caring tone (never placing new clients on hold)
• Introduce yourself and the firm, listen with empathy, and gather all required information in Lead Docket
• Follow intake scripts and ask

  every

  question

  in the system, with care and patience

Manage & Screen Leads

• Quickly respond to opportunities (missed calls, emails, referral leads) before potential clients go elsewhere
• Accurately score intakes using our scoring system to determine whether to sign, schedule, or refer
• Clearly explain the next steps to callerswhether we can help them now, need more information, or can refer them elsewhere

Maintain Accurate Records

• Enter detailed client information into Lead Docket and update status at every step
• Send representation paperwork and follow up until everything is complete
• Handle uploads, document management, and task lists in Lead Docket and Needles

Collaborate with the Team

• Communicate promptly with attorneys, case managers, and other staff about status changes
• Transfer signed clients smoothly to case management with complete, accurate files
• Share ideas to improve scripts, processes, and efficiency

Who You Are:

• Compassionate

  Communicator:

  You can stay calm and kind even when callers are frustrated or in crisis.

• Detail-Oriented:

  Accuracy matters. You double-check information and catch small mistakes before they cause problems.

• Quick

  &

  Responsive:

  You understand that every call counts and you prioritize answering immediately.

• Tech-Savvy:

  Comfortable learning and navigating multiple software platforms (we use Lead Docket, RingCentral, Needles, Vinesign, and more).

• Team

  Player:

  You support your teammates and ask for help when needed.

Experience and Education:

• Prior work in a professional office environment (intake, call center, legal, or medical setting a plus)
• Familiarity with social security or disability processes is a plus (we'll train you)
• Min. qualification Graduation

Why You'll Love Working Here:

• Be part of a mission-driven team helping people at some of their most vulnerable moments
• Work in a collaborative, fully remote environment with high standards and strong support
• Learn and grow in intake, client service, and legal processes

Shift Timing:

• Should be comfortable working in

  night shift (10 pm to 7 am IST)

• Willing to

  work from the office

  and maintain flexibility in work hours to meet business needs.

Company Information:

Integreon is a trusted, global provider of award-winning legal and business solutions to leading law firms, corporations, and professional services firms. Our highly trained, experienced staff of over 3,000 employees globally service a comprehensive range of client needs that require scale and expertise, enabling clients to become more operationally efficient. Integreon works with corporations and law firms who rely on our teams experience and expertise in documents, administrative and business services. With delivery centres on three continents, Integreon offers multi-lingual, around-the-clock support, as well as onshore, offshore, and onsite delivery of our award-winning services.

If you are exceptional at what you do, we would love to put you to work in an exceptional company in an exceptional position.

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