Bilingual Senior Intake Specialist

Jacoby & Meyers•Los Angeles, CA

9d•Remote

About The Position

Jacoby & Meyers is seeking a smart and determined Bilingual Intake Specialist to join their growing team. This role is on the front line, personally speaking to people coming to them for help at a time in which they are most vulnerable and need legal assistance. The specialist will be trained to use top-notch sales & customer service skills to understand their case and qualify whether it is a situation that merits the help of the firm. The success of this role is measured by the ability to turn qualified prospective clients into signed clients, with a goal of converting 95% of qualified prospective clients into retained clients.

Requirements

4+ Years of Experience with legal intake, paralegal work, or auto insurance sales
Basic understanding of personal injury and motor vehicle accident law to better assess case viability and communicate effectively with clients and attorneys considered a plus
Excellent verbal communication skills: Specialists will spend a majority of time on the phone with potential clients
Empathetic, caring and persuasive communication skills
Conflict Resolution Skills: Ability to handle and defuse potential conflicts with callers while maintaining a professional demeanor.
Apply active listening skills through the ability to comprehend information presented and respond thoughtfully
Excellent time management skills to handle all aspects of their responsibilities efficiently without compromising service quality.
Bilingual fluency in Spanish is required
Open to constructive feedback and adaptable to changes
Salesforce or similar CRM experience considered a plus
Bachelor’s Degree a plus

Nice To Haves

Basic understanding of personal injury and motor vehicle accident law
Salesforce or similar CRM experience
Bachelor’s Degree

Responsibilities

Serve as the first point of contact for leads seeking legal assistance through one of our communication channels. No Cold Calling – All leads have asked us to contact them or are calling us.
Evaluate the potential viability of cases based on the gathered information and the qualifications of our partner firm.
Make a great and lasting impression on clients and potential clients.
Follow-up with callers in a consistent and respectful manner.
Maintain accurate and organized records of all client interactions, case details, and related documents.
Input data into case management systems or databases for easy access and retrieval.
Refer clients with non-personal injury cases to partner law firms.
Convert 95% of qualified leads into retained clients by using your sales skills to build rapport with callers and explaining the value that Jacoby & Meyers provides to their clients.
Participate in continuous guided and self-directed training to stay updated on procedures, terminology, and best practices for client interaction.
Earn incentive compensation in addition to a competitive base salary.