Intake Specialist
- Integreon
- 3 - 5 years
- Noida, Gurugram
- 6 months ago
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Job Description
ONLY CANDIDATES WITH WORK EXPERIENCE IN "HEALTHCARE INSURANCE CLAIM/DISABILITY CLAIM/CLAIM PROCESSING" TO APPLY FOR THIS ROLE.
Job Title: Intake Specialist
Location: Noida/Mumbai, India
Job Type: Full-Time
Reporting Manager: Manager
About Impact Disability Law:
At Impact Disability Law, the intake team is the heart of our client experience. We are often the very first point of contact for people navigating life-changing situations. Because first impressions last, our intake process has to be flawless. Every caller should hang up feeling cared for, confident they called the right firm, and ready to refer us to their family and friends.
Position Summary:
As an Intake Specialist, you are the front-line voice of our firm. You'll answer calls, texts, and emails with warmth and urgency; gather detailed information using our scripts and tools; and guide people through the first steps of working with us. You'll also handle documentation, follow-up, and intake scoring to determine next steps-sign, schedule, or refer-always ensuring that clients feel supported and respected.
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.
Do more. Do it better.
Follow us: https://www.linkedin.com/company/integreon/
Visit us at: www.integreon.com
Job Classification
Industry: LegalFunctional Area / Department: Customer Success, Service & OperationsRole Category: Customer Success, Service & Operations - OtherRole: Customer Success, Service & Operations - OtherEmployement Type: Full timeContact Details:
Company: IntegreonLocation(s): Noida, Gurugram
Keyskills: Healthcare Insurance Disability claim US Healthcare Health Claims Insurance Claims Health Insurance Claims Processing
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