new client coordinator resume example with 18+ years of experience

New Client Coordinator
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

Enthusiastic professional with more than 17 years of experience in the legal field, eager to contribute to team success through hard work, attention to detail, and excellent organizational skills. Clear understanding of the successful workings of an intake department and how to efficiently speak with potential clients. Motivated to excel at Ferraro Law Firm and obtain high value leads.

Areas of Expertise
  • Client Consultation, obtaining Intake information, opening/closing new cases
  • Client and Attorney Scheduling for up to 10 Attorneys
  • Organize and schedule Client Follow Up via phone and email from intake to contract
  • Obtaining correct and necessary Client Documentation
  • Empathetic, compassionate, and friendly communicator to clients in need
  • Detail Oriented well organized
  • Refer Out cases to a list of 250 attorneys nationwide from various case types
  • Develop and maintain rapport with Referring attorneys on a daily basis
  • Excellent verbal and written communication
  • Bilingual/Spanish
  • Proficient in Microsoft Outlook, Word, Excel, Adobe
  • ATO/Client Profiles and DocuSign
Academic History
Florida International University Miami, FL, Expected in Associate of Arts : Psychology - GPA :

Dean's List / 3.45 GPA out of 4.0

Professional Experience
Bodine Services - New Client Coordinator
Columbus, OH, 06/2015 - Current

Document patient information obtained from intake consultations. Ensured charting accuracy through precise documentation. Provided screening, assessment, and evaluation of potential clients. Manage the referrals process, processing incoming and outgoing referrals, including intake screening and follow up. Assist in Communicate with potential disability clients during the sign up process and assist in scheduling telephone conferences, screening new clients, speaking with potentials for initial consultations and intake, aid in obtaining the necessary claim documentation, contract process until contracts are signed. Answered, screened, and scheduled telephone conference for 10 attorneys. answered consultations for new disability clients. Ensures incoming and outgoing contacts are managed and processed in a timely manner and documentation of those contacts is concise, thorough, and accurate. Establishes and maintains excellent rapport and working relationships with qualified referral sources and maintains referral patient file and creates potential in our system. Made sure they had the appropriate documentation. Maintains frequent communication with potential clients until they become official clients. Data management skills, Provides assistance to potential clients to submit all necessary documentation and claim forms, Completes referral intake and updates files on potentials. Provides management with On average 70-80 potentials a week. Quick and efficient in replying via email or phone call. For a staff of 10 attorneys, managed scheduling with new potential clients for the disability department Prepared daily, weekly, and monthly reports and maintained appointment calendars for 10 attorneys for new potential clients. Handled incoming referrals and outgoing Social Security referrals nationwide. implemented and created an excel referral spreadsheet used office wide with over 200 attorneys. Utilizes referral list based on location, area of expertise, and Assigning potentials to appropriate referral sources. Review documentation for accuracy, handle appointment inquiries. Establish and maintain contact with new potentials, comprehensive case management. Updating the sheet on a weekly basis. Performed basic Handles the incoming clients to our disability division, on average 120 a month communicate with clients on a daily basis during the sign-up process, schedule telephone conferences, ensured they get the appropriate paperwork to sign on as clients, compile documentation, communicate with staff to collect any missing data, document and update patient information, gather medical documentation and claim documents, process until contracts are signed. Import medical and claim documentation. Oversaw a referral list I created in Excel of more than 120 attorneys in Personal Injury, Social Security, Disability, Worker’s Comp, Employment Law, . Updated status on Excel spreadsheets. Gathering medical documentation from our Disability dept of over X clients. Administrative support. Provides assistant to potential clients and ensuring supporting documentation are in place. Ensures incoming and outgoing contacts are managed and processed in a timely manner and documentation of those contacts is concise, thorough and accurate. Maintain working relationships with qualified referral sources. Provided initial consultations to clients in need of disability help.

Dell & Schaefer - Legal Assistant/Typist/Receptionist
City, STATE, 02/2005 - 06/2015

Filled in for legal assistants who were out. Transcribed demands for personal injury cases, organized medical records, billing, and prepared demands for over 1000 personal injury cases, entered attorney billing in Timeslips, operated a high-volume switchboard with at least 25 extensions, and organized the filing system for firm’s warehouse.

Center For Community Involvement, MDC - Office Coordinator
City, STATE, 09/2003 - 02/2005

Presented in classrooms to hundreds of students to empower civic engagement and offer guidance to over 100 volunteer opportunities across the tri-county area. Served as a point of contact for students, staff, and faculty calling or visiting the office and offered courteous and knowledgeable assistance. Departmental duties included organizing workshops, overseeing daily operations, and managing the scheduling of student assistants and student ambassadors.

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Resume Overview

School Attended

  • Florida International University

Job Titles Held:

  • New Client Coordinator
  • Legal Assistant/Typist/Receptionist
  • Office Coordinator


  • Associate of Arts

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