Intake Specialist jobs in United States
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PrismHR · 3 hours ago

Intake Specialist

positionManhattan Beach, CA
timeFull-time
remoteOnsite
seniorityEntry Level
money$22/hr - $24/hr
date1+ years exp

PrismHR is a company that values compassion and communication, and they are seeking a Bilingual Intake Specialist to serve as the first touchpoint for their Personal Injury team. This role involves advocating for clients, managing the sign-up process, and ensuring a seamless transition to the legal team while maintaining accurate records and identifying process improvements.

Cloud ComputingHuman ResourcesSaaSSoftware
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Growth Opportunities
Hiring Manager
Emily Cotes
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Responsibilities

Field calls from prospective clients with deep empathy and professionalism
Coordinate the sign-up process, including drafting retainers and following up via phone, text, and email to ensure potential clients choose our firm
Open new cases in our management system and ensure a seamless transition to the legal team after signing
Manage 'refer-in' and 'refer-out' cases while maintaining detailed, accurate records
Stay proactive—identify areas where our intake workflow can be faster, smoother, or more effective

Qualification

Bilingual proficiencyCustomer Service experienceIntake experienceEmpathyOrganizational skills

Required

Bilingual proficiency in English and Spanish is required
1–2 years of Customer Service experience is required
A strong 'sales spirit' combined with a genuine ability to demonstrate empathy over the phone
Detail-oriented, exceptional organizational skills, and the discretion needed to handle confidential information
Ability to commute to our Manhattan Beach office for in-person work

Preferred

1–2 years of Intake experience at a law firm is preferred but not required

Benefits

Health, Dental, and Vision insurance.
Paid Time Off (PTO).
Regular employee appreciation events.

Company

PrismHR

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PrismHR is the largest payroll and HR software platform for professional employer organizations and administrative service organizations.
dateFounded in 1985
location
Hopkinton, Massachusetts, USA
people-size201-500 employees
web-link
http://www.prismhr.com/

Funding

Current Stage
Growth Stage
Total Funding
unknown
2019-12-02Acquired
2014-09-24Private Equity

Leadership Team

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Adam Van Beek
Chief Innovation Officer
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Michael DeLessio
Chief Of Staff
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Recent News

PR Newswire
Guardian and PrismHR announce first-of-its-kind API integrations for professional employer organizations to manage worksite employee benefits
2025-11-05
GlobeNewswire
Marrying Form and Function, PrismHR Unveils New Unified ...
2023-12-20
Yahoo Finance
Kevin Andrews Named President of PrismHR
2023-12-20
Company data provided by crunchbase