Intake & Records Specialist Job at Robert Half (Shrewsbury)

Records Specialist

We are looking for a detail-oriented Records Specialist to support a busy record...

Location

United States , Las Vegas

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

High school diploma or equivalent required
Previous experience handling medical records or working in a healthcare records environment is preferred
Familiarity with EMR or other electronic records systems is helpful
Strong attention to detail with the ability to maintain accuracy while working at a fast pace
Excellent organizational skills and the ability to manage multiple priorities under tight deadlines
Proficiency with Microsoft Office and Windows-based systems, including solid working knowledge of Microsoft Excel
Good written and verbal communication skills, along with a strong customer service approach
Knowledge of medical terminology and the ability to type at least 45 words per minute preferred

Job Responsibility

Obtain medical records, billing documentation, and other requested files from providers and related sources in a timely manner
Review and reconcile account details with medical offices to help ensure information is complete, accurate, and up to date
Safeguard sensitive documents by following established confidentiality standards and proper record-handling practices
Build productive working relationships with medical providers, attorneys, and other external contacts through consistent daily communication
Partner with operations and account-facing teams to resolve issues, share updates, and support client service goals
Investigate and address record discrepancies, including issues involving the company portal, to help keep requests moving forward
Organize incoming requests, process document intake activities, and manage outbound communications such as faxed orders
Perform additional administrative and records-related support duties as needed to meet team priorities

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

New

Intake Specialist (Legal) – Estate Planning & Probate

Robert Half is partnering with a well-established and highly regarded law firm t...

Location

United States , Lynnwood

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2+ years of experience in a legal intake, client services, or front-facing law firm role
Prior exposure to estate planning, probate, or elder law strongly preferred
Experience with legal practice management systems required
Clio Manage preferred, with Clio Grow a plus
Exceptional communication skills, with the ability to interact with clients in a professional, empathetic, and clear manner
Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment
Technologically proficient and adaptable to new systems and workflows
Proven ability to handle sensitive and confidential information with discretion
Team-oriented approach with a positive, collaborative mindset
At least 1 year of experience in legal intake, client services, or a similar law firm role

Job Responsibility

Serve as the primary contact for all incoming inquiries via phone, email, and online channels, delivering a high level of professionalism and client care
Conduct detailed intake interviews to gather relevant information, assess legal needs, and evaluate urgency
Open and manage new matters within the firm’s practice management system (Clio), including running conflict checks and coordinating scheduling
Maintain accurate, organized client records throughout the intake and onboarding process
Collaborate with attorneys and paralegals to communicate intake status and ensure efficient handoff of new matters
Proactively follow up with prospective clients and track conversion from inquiry to engagement
Support ongoing improvements to intake workflows and client experience processes

What we offer

2 weeks PTO
401K with matching
Profit sharing
Fully paid medical/dental/vision coverage
Chance for long-term growth
Medical
Vision
Dental
Life and disability insurance

Fulltime

Intake Specialist

Job Summary: A professional who assists the Intake Coordinator / Director of Cl...

Location

United States , Saint Louis

Salary:

Not provided

AW Health Care

Expiration Date

Until further notice

Requirements

Minimum of one (1) year of experience in home health, preferred
Associate’s degree in related field, required
Minimum of one (1) year experience in healthcare, preferred
Acceptance of philosophy and goals of this Agency
Ability to exercise initiative and independent judgment
Ability to participate in physical activity
Ability to work for extended period of time while standing and being involved in physical activity
Moderate lifting
Ability to do extensive bending, lifting and standing on a regular basis

Job Responsibility

Review medical records for initiation of care needs in accordance with physician orders
Assists with data collection and entry for the purposes of initiating/continuing of care
Assists with insurance eligibility for services
Understands and adheres to established Agency policies and procedures
Understands and promotes principles of continuous performance improvement
Responsible for the timeliness and accuracy of all data entered into system software
Assists with consultative needs for referral sources, clients and staff
Assists in the preparation and implementation of policies and procedures which meet Medicare, Medicaid, state and local laws
Participates in studies and research and other administrative functions as assigned
Serves as a role model for all colleagues by setting an example of high standards in dress, conduct, cooperation and job performance

Fulltime

Client Intake Specialist

We are looking for a detail-oriented Client Intake specialist to support legal s...

Location

United States , Milwaukee

Salary:

20.00 - 27.00 USD / Hour

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in client intake, legal support, case management, or a related area within a law office or legal services environment
Strong verbal and written communication skills, with the ability to conduct phone screenings and interact effectively with clients from diverse backgrounds
Demonstrated ability to stay organized, manage competing priorities, and maintain a high level of accuracy in detailed administrative work
Experience with or familiarity in e-filing, court filings, calendar management, and civil litigation support is highly valued
Proficiency using databases, electronic case management systems, Microsoft Office 365, and multiple software tools at the same time
Ability to work with empathy and care when assisting individuals facing challenging circumstances, including poverty or trauma
Knowledge of Wisconsin law is highly preferred
An associate or bachelor's degree is preferred
equivalent work, personal, or life experience will also be considered

Job Responsibility

Handle incoming phone and online inquiries, assess the nature of each request, and connect individuals with appropriate internal teams or outside community resources
Conduct initial intake conversations to evaluate eligibility for legal services and gather the facts needed to determine whether a matter meets case acceptance guidelines
Review information provided by prospective clients, identify key legal or service-related issues, and document details clearly within case records
Explain the intake outcome and next steps to applicants in a clear, respectful, and client-centered manner
Maintain current knowledge of community support services and issues affecting low-income and vulnerable populations in order to make informed referrals
Organize, review, and maintain paper and electronic case materials to ensure files are complete, accurate, and easy to access
Close matters promptly and accurately once intake or related work has been completed, following established documentation standards
Support legal assistant and paralegal-related administrative work tied to client intake, case tracking, and records management
Use case management databases, Microsoft Office tools, and related systems to manage information efficiently across multiple platforms

What we offer

Medical
Vision
Dental
Life and disability insurance
401(k) plan

Records Specialist

The Records Specialist will be responsible for the day-to-day administration of ...

Location

United States , New York

Salary:

35.00 - 45.00 USD / Hour

Beacon Hill

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
2-3+ years of direct records management or information governance experience required
Prior experience within a law firm environment strongly preferred
Hands-on experience managing both physical and electronic records is required (not administrative exposure)
Experience with records management systems such as iManage Records Manager (IRM), FileTrail, LegalKEY, or similar
Familiarity with document management systems (iManage or NetDocuments)
Strong understanding of records retention, legal holds, and compliance standards
High level of attention to detail and accuracy in data management
Ability to work independently and manage multiple priorities in a structured environment

Job Responsibility

Manage and maintain physical and electronic records in accordance with established legal and regulatory requirements
Execute records lifecycle activities, including intake, classification, storage, transfer, and disposition
Perform research to determine appropriate retention and disposition in line with firm policies
Administer and support legal hold processes and ensure proper documentation and tracking
Maintain data integrity across Records Management Systems and off-site storage vendors
Utilize RMS platforms to enter, index, update, and audit records data
Generate reports and support internal audits related to records management and compliance
Handle complex records requests and ensure accurate, timely retrieval of information

Fulltime

Intake Specialist

A local insurance organization located in Robinson Township is seeking a Custome...

Location

United States , Robinson Township

Salary:

18.00 - 20.00 USD / Hour

Beacon Hill

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent
Proficient in basic computer and keyboarding skills
Strong verbal and written communication
Comfortable performing routine data entry and administrative tasks

Job Responsibility

Monitor and track service activity to ensure timely verification and follow‑up
Coordinate with external partners and internal teams to support operational needs
Maintain accurate and up‑to‑date records within internal systems and databases
Request, receive, and organize required documentation in accordance with company guidelines
Support utilization and service management processes for assigned accounts
Document communications, updates, and issues in accordance with established procedures
Ensure confidentiality is maintained and general administrative and organizational standards are upheld

What we offer

Hybrid flexibility after training period completion

Fulltime

Intake Specialist

A local insurance organization located in Robinson Township is seeking a Custome...

Location

United States , Robinson Township

Salary:

18.00 - 20.00 USD / Hour

Beacon Hill

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent
Proficient in basic computer and keyboarding skills
Strong verbal and written communication
Comfortable performing routine data entry and administrative tasks

Job Responsibility

Monitor and track service activity to ensure timely verification and follow‑up
Coordinate with external partners and internal teams to support operational needs
Maintain accurate and up‑to‑date records within internal systems and databases
Request, receive, and organize required documentation in accordance with company guidelines
Support utilization and service management processes for assigned accounts
Document communications, updates, and issues in accordance with established procedures
Ensure confidentiality is maintained and general administrative and organizational standards are upheld

What we offer

Hybrid flexibility after training period completion

Fulltime

Lead Intake & Conversion Specialist

As a Lead Intake & Appointment Specialist at 321 AIM, you will be the first poin...

Location

United States , Orlando

Salary:

Not provided

321 Brand + Social House

Expiration Date

Until further notice

Requirements

Clear, warm, and professional phone presence
strong communication skills
genuine sense of urgency
ability to handle objections and guide conversations toward booking
comfortable asking for commitment
ability to balance script adherence with natural conversation
adaptability, coachability, ownership mindset
high attention to detail
basic computer proficiency
reliability and consistency

Job Responsibility

Monitor the lead queue and initiate outbound phone and/or text contact within minutes of a new lead being received
execute multi-touch follow-up sequences for leads that do not answer on first attempt
conduct brief, structured screening calls to verify homeowner information, confirm interest, and assess eligibility
apply roofing-relevant qualification questions
identify leads involving active insurance claims and route or flag them appropriately
accurately disposition leads that do not qualify
schedule qualified inspection or estimate appointments directly on contractor calendars
confirm appointment details with the homeowner
coordinate with client dispatch or intake teams as needed
follow up on no-shows and cancellations

What we offer

100% remote work environment
consistent, structured schedule with clear daily expectations
paid time off + company-observed holidays
health, dental, and vision benefits
paid training and onboarding
performance bonus structure with real earning upside
a team that values speed, reliability, and professionalism

Fulltime

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Intake & Records Specialist

Job Description

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