Intake Specialist

Isaacs & Isaacs PSC • Louisville, KY

10d

About The Position

Isaacs & Isaacs is seeking a motivated, customer-focused Intake Specialist to serve as the first point of contact for prospective clients. The role evaluates new cases, builds trust, and guides individuals through the intake process. It is suited to someone with sales, call center, or customer service experience who communicates effectively and thrives in a fast-paced, goal-driven environment.

The Intake Specialist responds to inquiries, collects and documents case details, evaluates case fit and viability, and helps qualified prospective clients complete the sign-up process. The role also involves maintaining accurate case-management records, coordinating with the intake management team, and ensuring consistent follow-up and communication. The position requires flexibility to work evenings, weekends, and other schedules as needed.

Requirements

• At least 2 years of experience in sales, call center, or customer service.
• Strong verbal and written communication skills.
• Ability to balance empathy with persuasive sales skills.
• Comfort working in a goal-driven, performance-based environment.
• Ability to multitask while typing at 40+ words per minute.
• Strong organization and attention to detail.
• Willingness to work evenings, weekends, and flexible schedules as needed.
• High school diploma or GED.
• Ability to sit for extended periods and use hands and fingers for computer and office-machine tasks, including repetitive motions.
• Close vision for reading and data analysis.
• Ability to stand and walk occasionally and perform light lifting of up to 10–25 pounds.
• Clear speaking and hearing abilities for communication.

Nice To Haves

• Experience in legal intake or personal injury.

Responsibilities

• Respond to incoming calls and inquiries from prospective clients.
• Gather and accurately document case details.
• Evaluate potential cases and determine their fit and viability.
• Help callers feel heard and supported and explain next steps.
• Guide prospective clients through the sign-up process.
• Build rapport and convert qualified leads into signed clients using persuasive communication and consultative sales techniques.
• Meet or exceed monthly performance and conversion goals.
• Collaborate with the intake management team on case evaluation decisions.
• Maintain strong relationships with clients and internal teams.
• Provide timely follow-up and consistent communication.
• Enter and maintain accurate data in the firm’s case-management system.
• Upload and organize documents and client information.
• Perform additional tasks as assigned.

Benefits

• Competitive compensation with base pay and performance incentives.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• Flexible Spending Account (FSA).
• Health Savings Account (HSA) with employer contributions.
• Employer-paid life and AD&D insurance.
• Voluntary life insurance options.
• Employer-paid short-term and long-term disability.
• Employee referral bonus program.
• 401(k) with company match.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED