Case Intake Coordinator III
Core
First point of contact for prospective clients managing incoming inquiries, intake, onboarding, and documentation to ensure cases begin correctly.
Role type
Senior IC case intake coordinator
Builds
New case files and client onboarding records
Domain
Administrative operations / Customer service
Deliverable
dashboards & analysis
Required skills
Case intake management, client communication, data entry accuracy, quality assurance, multi-tasking, phone etiquette, email management, documentation review, discrepancy resolution, digital system navigation
Preferred skills
Sales experience, lead qualification, relationship building
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