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Client Intake Manager Jobs in California (NOW HIRING)

Intake Specialist

Glendale, CA · On-site

$20 - $25/hr

Assessing and determining the viability of inbound phone calls during client intake screening process; * Assist in locating missing/unreachable client as assigned by Intake Manager; * Performs other ...

The Intake Manager leads the full client intake lifecycle-from initial inquiry and onboarding through service transitions and offboarding. You'll oversee the Intake Team while ensuring families ...

About the Role The Intake Manager leads the full client intake lifecycle--from initial inquiry and onboarding through service transitions and offboarding. You'll oversee the Intake Team while ...

Intake Specialist

Glendale, CA · On-site

$20 - $25/hr

... client as assigned by Intake Manager; · Performs other related duties as assigned. *The company reserves the right to add or change duties at any time. Required Skills/Abilities · Ability to ...

Intake Manager

Glendale, CA · On-site

$65K - $80K/yr

Our growing firm is looking to hire an experienced Intake Administrator with a desire to lead us ... This position is full time. Candidate will handle a large volume of incoming client calls and be ...

Client Intake & Compliance Manager (Los Angeles) We are seeking a Client Intake & Compliance Manager to oversee client and matter onboarding, ongoing matter maintenance, contract administration and ...

Daily monitoring of client intake queues and case management groups for clients flagged as non-responsive or "MIA Client". * Conduct daily communications with client intake vendors using standardized ...

Client Intake Analyst

Los Angeles, CA · On-site

$65K - $85K/yr

That's why we're looking for a Client Intake Analyst to perform conflict searches and business ... Ability to manage multiple priorities in a deadline-driven environment Pay Range for Candidates in ...

Client Intake Analyst

Los Angeles, CA · On-site

$65K - $85K/yr

That's why we're looking for a Client Intake Analyst to perform conflict searches and business ... Ability to manage multiple priorities in a deadline-driven environment Pay Range for Candidates in ...

That's why we're looking for a Client Intake Analyst to perform conflict searches and business ... Ability to manage multiple priorities in a deadline-driven environment Pay Range for Candidates in ...

Be Seen First

Enter all relevant case information into the firm's case management system, ensuring data is ... Client Communication: Follow-up with potential clients as necessary to complete the intake process ...

One of our clients is seeking a experienced Senior Intake Manager to work at their personal injury ... Experience improving intake conversion, client service and operational performance * Strong ...

New

Our growing firm is looking to hire an experienced Intake Administrator with a desire to lead us ... This position is full time. Candidate will handle a large volume of incoming client calls and be ...

Intake Sales Manager

Los Angeles, CA · On-site

$50K - $60K/yr

In this pivotal role, you'll be responsible for managing our client intake process and leading a team of intake specialists to maximize conversion rates and ensure exceptional client experience from ...

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Client Intake Manager information

What does a client intake manager do?

A Client Intake Manager oversees the process of welcoming and onboarding new clients into a business or organization. Their responsibilities include gathering essential client information, assessing client needs, ensuring all necessary documentation is completed, and coordinating with different departments to facilitate a smooth start for new clients. They play a critical role in ensuring clients have a positive initial experience and that all compliance and regulatory requirements are met. This position often requires strong organizational, communication, and problem-solving skills.

What are the key skills and qualifications needed to thrive as a client intake manager?

To thrive as a Client Intake Manager, you need strong organizational abilities, attention to detail, and experience with client onboarding or case management, often backed by a degree in business, social work, or a related field. Familiarity with customer relationship management (CRM) software, case management systems, and data entry tools is typically required. Exceptional interpersonal communication, problem-solving, and multitasking skills help you build rapport and handle sensitive client information effectively. These competencies ensure smooth client onboarding, enhance client satisfaction, and support organizational efficiency in managing workflows.

How does a client intake manager typically collaborate with other departments during the onboarding process?

A Client Intake Manager works closely with various teams, such as sales, legal, and customer service, to ensure a seamless onboarding experience for new clients. They coordinate the collection of necessary documentation, clarify client requirements, and address any concerns that may arise during the intake process. Effective communication and strong organizational skills are essential, as the role often requires managing multiple stakeholders and maintaining up-to-date records to facilitate smooth handoffs between departments.

What are the most commonly searched types of Client Intake jobs in California?

The most popular types of Client Intake jobs in California are:

What cities in California are hiring for Client Intake Manager jobs?

Cities in California with the most Client Intake Manager job openings:

Intake Specialist

Glendale, CA • On-site

Lawyers for Justice
Law Firms • 11 - 50 employees

$20 - $25/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 21 days ago


Job description

Description
The Intake Specialist will work directly within the Firm’s intake center. The Intake Specialist is an integral part of generating new business for the Firm and must recognize a qualified Personal Injury, Employment Law, Workers’ Compensation or other specific types of legal matters when they hear it. The Intake Specialist must have the skill to turn a lead into a client. In addition to working with other departments within the Firm, the Intake Specialist may be tasked with special projects on an as-needed basis requiring direction and guidance by the Intake Manager and/or Management.

Key Responsibilities
  • Answering inbound phone calls and placing outbound calls with stellar customer service, professionalism, enthusiasm, and compassion;
  • Performing unbiased screening on all inbound phone calls for the potential client;
  • Assessing and determining the viability of inbound phone calls during client intake screening process;
  • Assist in locating missing/unreachable client as assigned by Intake Manager;
  • Performs other related duties as assigned.
*The company reserves the right to add or change duties at any time.

Required Skills/Abilities
  • Ability to communicate effectively with a range of individuals;
  • Excellent interpersonal social skills at all times;
  • Ability to exhibit compassion, empathy, and professionalism when communicating with potential and current clients;
  • Ability to work alone or as part of a team;
  • Ability to pay very close attention to detail;
  • Ability to manage their time and multi-task effectively;
  • Ability to maintain composure and professionalism under pressure; and
  • Familiarity with Microsoft Office Suite (i.e., Outlook, Word, Excel) and other applications and/or systems (i.e., Adobe, Internet)

Qualifications
  • Bachelor's degree (Preferred)
  • Knowledge of Personal Injury, Employment Law and/or Workers’ Compensation strongly preferred
  • Salesforce/Litify software experience is a major plus
  • The right candidate will have excellent written and verbal communication skills


Benefits
  • Health insurance
  • Vision insurance
  • Dental insurance
  • Paid time off
  • 401(k)
  • Opportunity for Performance Based Discretionary Bonus & Merit Increases