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Intake Specialist / Appointment Setter
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Competencies
Demonstrated experience with Verbal Communication.
Demonstrated experience with Written Communication.
Demonstrated experience with Empathy.
Demonstrated experience with Problem-Solving.
Education
Languages
Summary
Professional profile
Experience
Intake Specialist / Appointment Setter
Conducted initial client intake for personal injury and accident cases.. Gathered and documented clients’ statements regarding accidents, injuries, and relevant case details.. Guided prospective clients through the intake process and ensured required information was accurately collected.. Reviewed and explained intake documents to clients and obtained required signatures.. Maintained accurate and organized client information for attorney case evaluation.. Communicated professionally with prospective clients while handling sensitive personal injury information.