Disability Client Coordinator

The role

You will act as the link between Intake and the legal team for Social Security Disability (SSD) cases. You will receive warm transfers from Intake Agents, verify client information, assign clients to attorneys, and schedule initial consultations.

What you will do

• Receive warm transfers from Intake Agents for new SSD clients.
• Review and verify all intake information for accuracy and completeness.
• Confirm client contact information and preferred communication methods.
• Educate prospective clients on the next steps in the representation process.
• Assign clients to the appropriate SSD attorney based on firm guidelines.
• Schedule initial attorney consultations and coordinate calendar availability.
• Enter required documentation, notes, and client information into the case management system.
• Maintain communication with clients about appointments and next steps.
• Conduct follow-up outreach when necessary to secure scheduled consultations.
• Monitor appointment attendance and assist with rescheduling when needed.

Required qualifications

• Excellent verbal and written communication skills.
• Strong customer service and relationship-building abilities.
• Ability to manage multiple tasks and priorities in a fast-paced environment.
• Strong organizational and attention-to-detail skills.
• Ability to handle sensitive and confidential client information.
• Proficiency with case management systems, CRM software, and Microsoft Office applications.

Nice to have

• Experience scheduling appointments and managing calendars.
• Prior legal intake, disability law, customer service, or call center experience.

About the company

Wettermark Keith is a rapidly growing national personal injury firm. It describes its clients as people facing some of the most challenging times of their lives.