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Legal Intake Sales Jobs in Michigan (NOW HIRING)

Intake Specialist

Wyoming, MI · On-site

$16 - $21.50/hr

Work closely with sales, insurance verification, and internal support teams to facilitate the ... Identity Theft Protection and Legal Plan Requirements disclosure: * Company conducted Background ...

Intake Specialist

Wyoming, MI · On-site

$16 - $21.50/hr

Work closely with sales, insurance verification, and internal support teams to facilitate the ... Identity Theft Protection and Legal Plan Requirements Disclosure * Company conducted Background ...

Intake Specialist

Wyoming, MI · On-site

$16 - $21.50/hr

Work closely with sales, insurance verification, and internal support teams to facilitate the ... Identity Theft Protection and Legal Plan Requirements Disclosure * Company conducted Background ...

... Sales, Finance, Legal, Supply Chain, and IT. Success is measured by order accuracy, quote and ... Order Intake, Validation & Booking * Own Americas Portable order management from intake and ...

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Sales Controller

Auburn Hills, MI · On-site

$115K - $130K/yr

Monitor and analyze Order Intake (GBO - Global Business Opportunities) in partnership with SSC ... Legal fields. We know how daunting the job search can be, so we offer a quick and easy hiring ...

Manage deal-desk intake and track requests, documents, approvals, owners, customer actions, and ... Legal, Security/Compliance, Delivery, or Sales leadership * Track redlines, versions, approvals ...

Manage deal-desk intake and track requests, documents, approvals, owners, customer actions, and ... Legal, Security/Compliance, Delivery, or Sales leadership * Track redlines, versions, approvals ...

Manage deal-desk intake and track requests, documents, approvals, owners, customer actions, and ... Legal, Security/Compliance, Delivery, or Sales leadership * Track redlines, versions, approvals ...

Manage deal-desk intake and track requests, documents, approvals, owners, customer actions, and ... Legal, Security/Compliance, Delivery, or Sales leadership * Track redlines, versions, approvals ...

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Legal Intake Sales information

What is a legal intake sales professional?

A Legal Intake Sales professional is responsible for handling initial inquiries from potential clients at a law firm or legal service provider. They gather essential case information, assess the needs of callers, and determine if the case aligns with the firm's practice areas. In addition to customer service, they use sales techniques to convert inquiries into new clients for the firm. Their role is crucial in the client acquisition process, as they are often the first point of contact and help guide clients through the intake process.

What are the key skills and qualifications needed to thrive as a legal intake sales professional?

To thrive as a Legal Intake Sales professional, you need a strong understanding of legal terminology, client qualification processes, and sales techniques, often supported by experience in legal or sales environments. Familiarity with customer relationship management (CRM) software, call tracking systems, and intake management tools is typically required. Excellent communication, active listening, and empathy are crucial soft skills for building trust and rapport with potential clients. These skills and qualities are vital to effectively convert inquiries into clients while ensuring a positive representation of the legal firm.

How does the legal intake sales role interact with attorneys and other legal staff during the client onboarding process?

In a Legal Intake Sales position, you'll regularly collaborate with attorneys and paralegals to ensure that potential clients' cases are accurately assessed and routed. After gathering essential information from clients, you’ll communicate key details to the legal team, often participating in briefings or follow-up meetings to clarify case specifics. This teamwork is crucial for maintaining seamless client onboarding and ensuring that the right cases move forward efficiently. Successful Legal Intake Sales professionals develop strong communication skills and a good understanding of legal terminology to facilitate smooth collaboration.

What is the difference between Legal Intake Sales vs Legal Assistant?

AspectLegal Intake SalesLegal Assistant
Required CredentialsHigh school diploma, sales or customer service experience, knowledge of legal servicesHigh school diploma or associate degree, paralegal certification often preferred
Work EnvironmentCall centers, law firms, legal service providersLaw firms, legal departments, courts
Employer & Industry UsageLegal service providers focusing on client acquisitionSupporting attorneys with administrative and case management tasks
Common Search & Comparison IntentUnderstanding sales roles in legal industryLegal support roles assisting attorneys

Legal Intake Sales primarily focuses on client acquisition through sales and communication skills, while Legal Assistants support attorneys with administrative and case-related tasks. Both roles are essential in legal services but serve different functions within the industry.

What cities in Michigan are hiring for Legal Intake Sales jobs?

Cities in Michigan with the most Legal Intake Sales job openings:

Intake Specialist

AdaptHealth

Wyoming, MI • On-site

$16 - $21.50/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.


AdaptHealth rating

7.0

Company rating: 7.0 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

421st of 898 rated healthcare providers


Job description

Intake Specialist

The Intake Specialist plays a vital role in supporting patient access to care by coordinating referrals, reviewing clinical documentation, and ensuring services are set up accurately and efficiently. You'll work closely with patients, providers, referral sources, and internal teams to navigate insurance requirements, confirm eligibility, and move the intake process forward smoothly.

This role is ideal for someone who enjoys detail-oriented work, patient communication, and collaborating across teams in a fast-paced healthcare environment.

Core responsibilities include:

  • Review medical records, clinical documentation, and payer guidelines to determine patient eligibility, qualification status, and compliance prior to service delivery
  • Communicate with patients regarding financial responsibility, collect payments when applicable, and document interactions accurately
  • Contact patients when documentation does not meet payer requirements, providing updates and alternative options to support timely care
  • Work with referral sources, physicians, and clinical teams to obtain complete and compliant documentation
  • Demonstrate expert knowledge of payer requirements to ensure services are provided appropriately and in compliance
  • Maintain accurate, timely documentation of patient information and communications using electronic systems
  • Accurately enter referrals within established timeframes while meeting productivity and quality standards
  • Coordinate with leadership to ensure appropriate inventory and services are selected and scheduled
  • Work closely with sales, insurance verification, and internal support teams to facilitate the referral and intake process
  • Navigate multiple EMR and online systems to obtain and manage documentation.
  • Ensure appropriate shipping and delivery methods are selected in accordance with company procedures
  • Answer incoming calls promptly and provide professional assistance to patients and referral sources
  • Participate in on-call rotation during non-business hours in accordance with company policy
  • Support team operations and quality standards by following company policies and procedures
  • Performs other related duties as assigned

Why you're the best fit:

  • One (1) year of relatable work experience required
  • High School Diploma, Associate's degree in relatable field, Healthcare Administration, Business Administration or equivalent work experience required
  • Experience in management, administrative, clerical, insurance, billing, claims, call center, or customer service preferred but not required
  • Excellent verbal and written communication skills including analytical, problem-solving and decision-making abilities with attention to detail
  • Ability to multi-task in a fast paced environment
  • Proficient computer skills – Microsoft Office and healthcare systems are a plus
  • Comfort learning new technologies and navigating multiple systems
  • Ability to work independently while following established procedures and directives

Work environment:

  • Physical Requirements: Each role has a unique set of physical demands and work environment(s) that an employee will encounter while performing the essential function of the job. Reasonable accommodations may be made to enable individuals with disability(s) to perform the essential functions. For more detail surrounding these requirements please inquire upon application selection.

Compensation is based on experience, location and role level.

Total rewards & benefits program includes:

  • Comprehensive medical, dental and vision coverage (eligible first of the month following hire)
  • 401(k) with company match
  • Paid Time Off Plans including 6 paid holidays
  • Employee Stock Purchase Plan
  • Paid Parental Bonding Leave
  • Short and Long-term Disability Insurance
  • Life and AD&D Insurance
  • Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
  • CVS Minute Clinic and Teledoc access
  • Spousal Advantage Reimbursement Plan
  • Identity Theft Protection and Legal Plan

Requirements disclosure:

  • Company conducted Background Check is required for all roles
  • Company conducted Motor Vehicle Record Check is required for all driving roles
  • Clinical roles require valid licensure/certification, where applicable

AdaptHealth is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment on the basis of an individual's race, color, religion, creed, sex, national origin, age, disability, marital status, veteran status, sexual orientation, gender identity, genetic information, or any other status protected by applicable law.

Ready to make an impact? If you're passionate about and committed to changing lives, we want to hear from you. Apply today and take the next step in your career with AdaptHealth!


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About AdaptHealth

Sourced by ZipRecruiter

AdaptHealth is a prominent player in the Healthcare Technology industry, based in Phoenixville, Pennsylvania, United States. The company's official website is adapthealth.com. AdaptHealth specializes in providing home healthcare equipment, medical supplies, and related services. Founded in 2012, the company has been significantly changing the landscape of the home healthcare industry by integrating technology into the delivery of healthcare resources. Known for its dynamic approach towards improving the quality of life for chronically ill patients, their mission is to provide comprehensive home healthcare solutions aimed at promoting health, wellness, and comfort.

Industry

Outpatient health care

Company size

10,000+ Employees

Headquarters location

Plymouth Meeting, PA, US

Year founded

2012

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