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Intake Specialist in Louisville, KY at Computershare, Inc

Date Posted: 7/26/2018

Job Snapshot

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Job Description


Computershare is a global market leader in transfer agency and share registration, employee equity plans, mortgage servicing, proxy solicitation and stakeholder communications. We also specialize in corporate trust, bankruptcy, class action and utility administration, and a range of other diversified financial and governance services.

Founded in 1978, Computershare is renowned for our expertise in high integrity data management, high volume transaction processing and reconciliations, payments and stakeholder engagement. Many of the world’s leading organizations partner with us to streamline and maximize the value of relationships with their investors, employees, creditors and customers.

Computershare is represented in all major global financial markets and has over 16,000 employees worldwide who are key to delivering exceptional value and outcomes.  Our career opportunities span many business units, including Computershare Loan Services and Kurtzman Carson Consultants – join our growing team of financial services professionals!

The Intake Specialist is the first point of contact between a claimant and the law firm representing the claimant in a potential mass tort matter.  Specifically, the Intake Specialist performs claimant intake, orders and review medical records, completes plaintiff fact sheets, maintains and updates the claimant database, responds to claimant inquiries, and performs other vital tasks on behalf of the law firm representing the claimant.  Because the Intake Specialist is actively involved in the mass tort litigation process, the Intake Specialist must have exceptional verbal and written communication skills.  Furthermore, the Intake Specialist must have a careful eye for detail, a compassion for the affairs of others, an acute sense of organization, and the ability to work collaboratively in a team-intensive environment.  The Intake Specialist must have proficient knowledge of and experience with Microsoft Office (including Outlook, Word, and Excel), as well as other electronic platforms and databases.

  • Completing claimant intake on legal matters involving pharmaceutical drugs, medical devices, and toxic torts, amongst subject matters of litigation.  The Intake Specialist is trained on the criteria that our client-law firm has defined for any given lawsuit.  The Intake Specialist then interviews prospective claimants over the phone to determine whether the claimant qualifies and meets the criteria for the mass tort action at issue.  Upon completion of the intake, the Intake Specialist reviews the intake questionnaire and other documents to determine whether the claimant at issue meets predefined case criteria.
  • Preparing and obtaining retainers, medical authorizations, questionnaires, plaintiff fact sheets and other documents sent to prospective claimants.  The Intake Specialist prepares these materials for each claimant, ensures their arrival, and then regularly follows up (and documents this follow up process) with the claimant to ensure that the documents are completed, signed, and returned.  The Intake Specialist reviews, revises, and prepares the final plaintiff fact sheets and ensures that they are accurate and complete in all respects.  At all times, the Intake Specialist is to complete his/her assignments by the deadlines set by the client or the supervising Consultant/Director. 
  • Ordering and reviewing claimant medical records to determine whether claimant allegations are supported by evidence.  The Intake Specialist is responsible for identifying the proper timeframes and facilities from which to order medical records.  The Intake Specialist tracks the completion of these orders and follows up with our vendor and/or facilities to ensure that the orders are completed and received.  Upon receipt of the records, the Intake Specialist reviews and bookmarks the records to flag salient excerpts for our client-law firms.
  • Regularly communicating (via phone, mail, and email) with claimants and answering their questions regarding the status of their case.  The Intake Specialist is to sucinctly summarize and document all interactions with and actions performed on behalf of the assigned claimants and casework.  These activity notes (and claimant-related documents) are to be submitted and uploaded to our proprietary database.  Updates to claimant contact information and updates pertaining to their cases/assignments are to be regularly entered into the database.
  • Collaborating with the Intake Specialist's supervising Consultant to ensure that work is properly prioritized, that the instructions and scope of an assignment are fully understood, that our technology is being effectively utilized in the completion assignments, and that our procedures and protocols are adhered to.  The Intake Specialist is expected to update their supervisor on their progress with various assignments and to notify their supervisor when they can take on additional work.
  • Attending and contributing to team meetings, department meetings, one-on-one sessions, and other training opportunities.  The Intake Specialist should engage in his/her own professional development and ensure that he/she is progressing and learning new skills and addressing any weaknesses in his/her work.
  • Other duties or tasks as assigned by management.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Four year college or university program certificate; or two to four years related experience and/or training; or equivalent combination of education and experience.

Ability to read/analyse/interpret business periodicals/ journals/technical procedures/gov. regulations; write reports/business correspondence/procedure manuals; effectively present information/respond to questions from managers/clients/customers/public.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.  Ability to apply concepts of basic algebra and geometry.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • The noise level in the environment is minimal.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Must occasionally lift and/or move up to 10 pounds. Regularly required to use hands to finger, handle, or feel. Frequently required to sit; talk or hear. Occasionally required to stand; walk, and reach with hands and arms. Specific vision 
Computershare is an Equal Opportunity Employer.  Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, protected veteran status, or other characteristics protected by applicable law.
This job specification should not be construed to imply that these requirements are the exclusive standards of the position.  Incumbents will follow any other instructions and perform any other related duties as may be required by business needs and communicated by their supervisor.


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