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AdaptHealth LLC
Chula Vista, CA, United States
AdaptHealth Opportunity - Apply Today! At AdaptHealth we offer full-service home medical equipment products and services to empower patients to live their best lives - out of the hospital and in their homes. We are actively recruiting in your area. If you are passionate about making a profound impact on the quality of patients' lives, please click
Job Source: AdaptHealth LLCCooley
San Diego, CA, United States
IP Client Transition Specialist Cooley is seeking an IP Client Transition Specialist to join the IP Practice Services team. Position Summary : Reporting to the IP Client Transition Manager, the IP Client Transition Specialist (IP CTS) is responsible for coordinating the intake process for incoming/new clients and matters, as assigned, including inc
Job Source: CooleyCooley LLP
San Diego, CA, United States
IP Client Transition Specialist Cooley is seeking an IP Client Transition Specialist to join the IP Practice Services team. Position Summary : Reporting to the IP Client Transition Manager, the IP Client Transition Specialist (IP CTS) is responsible for coordinating the intake process for incoming/new clients and matters, as assigned, including in
Job Source: Cooley LLPCooley LLP
San Diego, CA, United States
Regional Associate Director of Conflicts (New Business) Cooley is seeking a Regional Associate Director of Conflicts (New Business) to join the Business Intake and Conflicts team. Position summary: The Business Intake and Conflicts function ("BIC") is essential to the firm's (1) compliance with (a) ethical obligations prevailing in jurisdictions i
Job Source: Cooley LLPLewis Brisbois Bisgaard & Smith
San Diego, CA, United States
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Job Source: Lewis Brisbois Bisgaard & SmithLegal Aid Society of San Diego
San Diego, CA, United States
Position Summary Under supervision of an attorney supervisor and/or other managers, the Intake Specialist may perform any or all of the following duties: Greet clients; answer telephone calls from applicants for service, client and/or the general public; helpfully and respectfully interview potential applicants for legal services who may be under
Job Source: Legal Aid Society of San DiegoTrestle Law, APC
San Diego, CA, United States
Our rapidly-growing law practice is seeking a full-time legal intake specialist to join our team! You’ll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We’ll provide the training and resources to help you flourish
Job Source: Trestle Law, APCTrestle Law, APC
San Diego, CA, United States
Description Our rapidly-growing law practice is seeking a full-time legal intake specialist to join our team! You'll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We'll provide the training and resources to help
Job Source: Trestle Law, APCSan Diego, CA, United States
BIC Operations Intake Specialist
Cooley is seeking a BIC Operations Intake Specialist to join the Business Intake and Conflicts team.
Position summary : Under the supervision of the Business Intake and Conflicts (BIC) Director of Operations & Projects, the BIC Operations Intake Specialist will focus on New Business Intake. The BIC Operations Intake Specialist will also work with the support of their BIC Intake Team Lead and other members from across BIC divisions. Duties include, but are not limited to, the following:
Position responsibilities :
Process and analyze all new intake requests for matters for potential, existing, and former clients
Review data quality issues (errors, inconsistencies, gaps) and changes / additions made in between conflicts clearance and intake review that may impact original conflicts analysis
Communicate with all users (named attorneys, their assistants, submitters, etc.) regarding above-referenced intake issues as well as any potential risk management procedures pertaining to the opening of new client/matters
Prepare and present appropriate information (e.g., engagement letter reviews, credit reports, litigation history reports, discounts, client requested guidelines, etc.) to approval partners
Resolve any follow-up queries from approval partners
Identify and facilitate additional "special" approvals (e.g., law firm engagements, cannabis)
Document accurately and effectively provide documentation from end users, business process rationales, and approvals received to date; notate requests appropriately for downstream processing highlighting any additional requirements still outstanding
Facilitate and perform changes to client and matter master data (in applicable systems) consistent with policies, procedures, and technical integrations
Monitor the Business Intake support mailbox to assist attorneys and other users (including internal BIC members) with any intake questions/issues or status requests. Delegate accurately, timely, and appropriately to other BIC (or firm) divisions where best handled elsewhere
Escalate appropriately any potential operational or customer service issues to BIC Intake Team Lead or Director
Facilitate upload process for large numbers of matters
Perform limited / basic conflicts searches, as necessary
Assist with testing on new software and changes made to existing software
Create administrative matters (CGC, shadow, etc.) and any related ethical wall setup / maintenance
Assist with integration errors
Assist with training sessions / follow up review of software updates for users
All other duties as assigned or required
Skills & experience:
Required:
After orientation at Cooley LLP, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications
Available to work overtime, as required
3+ years applicable experience (e.g., prior knowledge of conflicts of interest, document review, intake, and/or corporate law practice)
Knowledge of American Bar Association's Model Rules of Professional Conduct and California State Bar Association's Rules of Professional Conduct
Preferred:
Bachelor's degree
Paralegal Certificate preferred or completion of an ethics course in paralegal program
Prior experience as a paralegal, intake coordinator, or conflicts analyst
Competencies:
Excellent written and oral communication skills
Strong judgment, analytical and interpersonal skills
Creative problem solver
Empathetic and conscientious with feedback on people / work product
Strong organizational skills with attention to details
Ability to work independently with little or no supervision
Ability to work in a fast-paced, challenging environment
Strong ability to prioritize and juggle multiple tasks
Cooley offers a competitive compensation and excellent benefits package and is committed to fair and equitable employment practices. EOE.
The expected hourly pay range for this position with a work schedule of 40 hours per week is $33.00 - $46.00 ($68,640.00 - $95,680.00 annually). Please note that final offer amount will be dependent on geographic location, applicable experience and skillset of the candidate.
We offer a full range of elective benefits including medical, health savings account (with applicable medical plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term care coverage, backup care for children and/or adults and other parental support benefits. In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D, LTD, short term medical benefits as well as 20 days of Paid Time Off ("PTO") and 10 paid holidays each year. We provide generous parental leave and fertility benefits. New employees will attend a detailed benefit orientation to learn more about our many benefits and resources.
Email Alert for BIC Operations Intake Specialist jobs in San Diego, CA, United States
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