Skilled Intake Specialist – Financial Account (Pre-Settlement)

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: TYPE OF WORK

Full Time

: SALARY

Let's discuss!

: HOURS PER WEEK

40

: DATE UPDATED

Aug 12, 2026

JOB OVERVIEW

ABOUT THIS ROLE
Behind every pre-settlement funding case is a person going through one of the toughest moments of their life — and you'll be the teammate who makes that process a little easier. As our Financial Intake Specialist, you'll be the first voice they hear, gathering the right information, moving cases forward efficiently, and making sure every client feels supported from the very first call.
This isn't just data entry. It's people work — and we take that seriously.

WHAT YOU'LL OWN
Handle inbound and outbound calls from clients seeking pre-settlement funding
Gather accurate case information — a ---------- details, attorney info, case status, and insurance data
Assess case eligibility and route to the appropriate funding team for review
Coordinate with attorneys and law firms to collect necessary documentation
Keep detailed, accurate records of every client interaction and case update
Follow up consistently to move cases through the pipeline without delays
Maintain compliance with industry regulations and data privacy standards

WHO YOU ARE
3+ years of experience in a call center, legal, financial, or intake-related role (Required)
Familiarity with pre-settlement funding, personal injury, or legal funding processes is a strong plus
A warm, professional communicator — you handle sensitive conversations with care and confidence
Detail-oriented and accurate — you know the small things make a big difference in this industry
Comfortable managing multiple cases simultaneously without dropping the ball
Discreet and trustworthy with sensitive client and legal information
Flexible with shifting schedules and thrives in a fully remote setup

Apply now via the link below!
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SKILL REQUIREMENT

Legal Services Customer Service Customer Relationship Management

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Skilled Intake Specialist – Financial Account (Pre-Settlement)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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