Paralegal (Intake Processor)

The Role:

Key Responsibilities:

• Call newly signed clients to welcome them and guide them through the intake process.
• Collect and document essential information, including:
• Insurance details (auto, health, etc.)
• Driver’s license information
• Accident details (location, time, parties involved, etc.)
• Photos and videos related to the incident
• Contact information (phone, email, address)
• Emergency contact information
• Ensure all collected information is accurately entered into the case management system.
• Follow up with clients to obtain missing documents or clarify incomplete information.

Ideal Profile:

Qualifications:

• Must speak and write fluent English and Spanish.
• English must be spoken clearly, with minimal accent, to ensure easy communication with clients.
• Strong communication and interpersona...