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Customer Service

Envision Staffing Solutions
locationFort Lauderdale, FL, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Job DescriptionOur client is seeking five (5) Temporary Intake Customer Service / Paralegals to join their Centralized Intake Unit. In this role, you will assist with prescreens and applications, conduct applicant and client interviews, collect documents and pleadings, and gather essential information. Intake Paralegals provide vital support to attorneys and staff, ensuring smooth intake operations and client service.

This is a full-time temporary position lasting approximately 2–6 months.

Key Responsibilities

  • Answer and return phone calls and emails promptly.
  • Follow up on referrals from units, agencies, organizations, and online intake.
  • Screen applicants/clients via phone, electronically, and in person.
  • Schedule intake appointments and conduct applicant interviews.
  • Complete conflict checks, prescreens, and intakes.
  • Assess applicant eligibility for services.
  • Enter intake information into the case management system through phone, electronic, or in-person communication.
  • Maintain records, case notes, and daily timekeeping in case management system.
  • Explain intake and compliance documents to applicants/clients and obtain signatures.
  • Coordinate case acceptance and referrals with outside organizations, including other legal aid providers.
  • Participate in community outreach events (in-person, virtual, and social media) and provide educational trainings for staff, clients, and community partners, as needed.
  • Ensure compliance with program and grant requirements.
  • Attend required trainings and assist with training staff.
  • Collaborate with all units as part of a team.
  • Prepare and submit timely reports.
  • Perform additional duties as assigned by Management, Supervisors, or required by grants.

Qualifications

  • 1–5 years of relevant experience preferred.
  • Associate’s degree and/or Paralegal Certificate preferred (relevant work experience may substitute).
  • Bilingual (English/Spanish) strongly preferred.
  • Proficiency in Microsoft Office.
  • Strong organizational, interpersonal, written, and verbal communication skills.
  • Detail-oriented with the ability to multitask and work independently with supervision.
  • Professional demeanor with a client-focused approach.
  • Commitment to serving low-income communities.
  • Must successfully pass a background check before employment (per funder requirements).
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