Personal Injury Intake Specialist – Medical Records

Job Duck

Join Job Duck as an Intake Specialist guiding clients through their legal support. Manage critical case information and ensure a compassionate experience for clients in a fast-paced environment.

Posted 7/15/2026full-timeRemote • 🇧🇷 BrazilJuniorMid-Level💰 $1,142 - $1,220 per monthWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client intake processes, managing medical records, and maintaining accurate documentation. Proficient in utilizing software tools like Filevine and communication platforms to enhance workflow efficiency and client interactions.

Highest-signal resume keywords

Client Intake ManagementMedical Records ManagementFilevine ProficiencyExcellent Verbal CommunicationOutstanding Customer Service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client IntakeMedical Records ManagementDocumentation ManagementData EntryMultitaskingTime ManagementAttention to DetailActive ListeningCRM Systems ProficiencyMicrosoft Office Applications

Soft Skills

Compassionate ApproachEmpathetic CommunicationOrganizational SkillsProfessional Phone PresenceClient-Focused Mindset

Tools & Technologies

FilevineRingCentralMicrosoft OutlookGoogle Drive

Industry Keywords

Legal SupportCustomer ServiceIntake SpecialistAdministrative Role

About the role

Key responsibilities & impact

Monitor intake tasks and follow up on pending items to ensure timely completion
Provide a compassionate and supportive experience for clients throughout the intake process
Route calls and inquiries to the appropriate team members when necessary
Serve as the primary point of contact for incoming calls and inquiries
Follow established firm procedures for obtaining and managing medical records
Communicate with clients regarding documentation requests and case-related information
Manage the firm's main phone line and ensure calls are handled professionally and efficiently
Collaborate with the attorney and legal team to support case preparation and workflow efficiency
Maintain accurate records and case-related documentation within Filevine
Obtain, organize, track, and maintain medical records and billing documentation
Gather, verify, and accurately enter client information into the firm's systems
Conduct the complete client intake process from initial contact through information collection and documentation

Requirements

What you’ll need

2-3 years of experience working as an Intake specialist
Experience managing medical records is a must
Previous experience in client intake, customer service, legal support, or an administrative role preferred
Software: Filevine, RingCentral, Microsoft Outlook, Google Drive
Ability to handle a high volume of calls and client interactions daily
Excellent organizational and multitasking abilities
Ability to learn and follow established procedures consistently
Excellent verbal and written English communication skills
Professional and confident phone presence
Outstanding customer service skills
Strong attention to detail
Exceptional active listening skills
Ability to multitask in a fast-paced environment
Time management and organizational skills
Client-focused mindset
Compassionate and empathetic approach
Proficiency with CRM systems, communication platforms, and Microsoft Office applications

Benefits

Comp & perks

Competitive salary.
Paid Time Off.
Bonuses.
100% remote/home-based position.
Full-time, long-term career opportunities.
Parental Leave.
Professional development and training.
Dedicated team support.
Alignment with our clients' core values.