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Coda Search│Staffing

Performance Monitoring Specialist

bergen county, nj, NJ

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About this opportunity

Coda Search│Staffing lists this Performance Monitoring Specialist opportunity in bergen county, nj, New Jersey. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Legal Intake Specialists are the very first point of contact for individuals seeking legal representation, playing a pivotal role in shaping the client’s experience. Intake specialists are responsible for handling all inbound inquiries— via phone, web form, email, or live chat. Key Responsibilities:

Client Engagement: Deliver best-in-class service during initial interactions, ensuring clients feel heard and supported.

Claim Setup: Initiate & complete the intake process, as well as assist with the client sign-up process of a retainer agreement.

Information Gathering: Collect detailed & relevant information about the potential claim to confirm eligibility & qualify injury claims by using a defined set of criteria.

Data Accuracy: Capable of collecting detailed and complete claim-related information with precision.

Service Excellence: Approach every interaction with attention to detail and a sense of urgency to drive optimal outcomes for all parties included.

Process Guidance: After the sign-up process, clearly explain next steps and transition clients to the Case Management team, including case managers, paralegals and attorneys.

Candidate Requirements

Sales and/or Sign-up Center (a plus)

Contact Center/Call Center (a plus)

Law firm or Legal industry experience (a plus)

Insurance, Healthcare & Medical Administration experience (a plus)

Familiarity with CRM systems (Salesforce), VoIP software & electronic signature software

College degree (preferred but not required)

Bilingual (a plus)

Who can apply

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