Intake Specialist

Shegerian & Associates

. Serve as the first voice potential clients hear .

Posted 11/12/2026full-timeSan Diego • California • United StatesJunior💰 $54,000 - $58,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer service skills with the ability to conduct evaluations empathetically and professionally. Proficient in research, drafting internal memos, and maintaining organizational systems while effectively communicating and collaborating across teams.

Highest-signal resume keywords

Customer Service ExperienceEmpathy and ProfessionalismResearch and Pattern IdentificationClear Written and Verbal CommunicationProficiency in MS Word and Excel

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Research ClaimsDraft Internal MemosTyping SkillsMultitasking SkillsLive-Conversation Skills

Soft Skills

Listening SkillsOrganizational SkillsFollow-Through SkillsAbility to Receive FeedbackAdaptability to Changing Priorities

Tools & Technologies

CRM SoftwarePractice Management Software

Industry Keywords

Client EvaluationsCase JudgmentTeam CollaborationNew-Hire TrainingSpanish Fluency

About the role

Key responsibilities & impact

Serve as the first voice potential clients hear
Conduct daily potential-client evaluations with empathy, professionalism, and sound case judgment
Research claims and identify patterns
Draft concise internal memos to help attorneys make decisions
Maintain the firm's CRM, documents, and calendars
Collaborate across teams and support new-hire training as needed

Requirements

What you’ll need

1 year of customer service experience
Ability to conduct evaluations with empathy, professionalism, and sharp case instincts
Ability to research claims, spot patterns, and draft concise internal memos
Strong typing, listening, multitasking, and live-conversation skills
Strong organizational and follow-through skills
Clear written and verbal communication skills
Ability to receive and apply feedback
Ability to remain effective when priorities shift and pace increases
Proficiency in MS Word, Excel, and practice management software
Spanish fluency is a strong plus

Benefits

Comp & perks

Hourly pay: $26-$28 BOE
Workplace: Hybrid
Firm pays 100% of premiums for dental and vision
Firm pays 100% of all Silver-level medical plans
Firm contributes approximately 10% toward retirement (3% Safe Harbor + 7% Profit Sharing)
$500 annual FSA contribution
Accrual of 80 hours of PTO
Additional 40 hours on 3rd anniversary
40 hours sick pay
Birthday off as a fully paid day