Client Intake Specialist

Job Description

Job Description

Frost Brown Todd LLP is currently seeking a full-time Client Intake Specialist to join our firm. This individual will be responsible for reviewing electronic new business intake forms submitted in connection with new business for existing and new firm clients, conducting searches of the Firm's conflicts database, and reviewing, processing and reporting the results of such searches using designated software and email.

Key Responsibilities :

• Review, analyze and process electronic client intake forms.
• Conduct conflicts searches in firm database.
• Review and process information gathered from conflict searches and generate report of same.
• Prepare summary of conflict search results.
• Identify and report to Senior Client Intake Manager performance issues with client intake and conflicts software.
• Work closely with the billing group to maintain up to date records in database, i.e., address, billing attorney, originating credit, etc.
• Communicate with the Firm's Conflicts Attorneys, Senior Client Intake Manager, Conflicts Counsel, firm attorneys and legal practice assistants regarding information on client intake forms and conflicts search reports.
• Regular, predictable and punctual attendance at the designated worksite.
• In person interaction with other FBT personnel, clients and / or representatives at the worksite.

Job Requirements :

Frost Brown Todd offers a competitive salary and a comprehensive benefits package including medical, dental, vision, life, disability, and 401k / profit sharing retirement package.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

Frost Brown Todd is fully committed to equality of opportunity in all aspects of employment. It is the policy of Frost Brown Todd to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status.