Intake Specialist

Mcdivitt Law Firm PC•Colorado Springs, CO
•$20 - $30•Onsite

About The Position

McDivitt Law Firm is seeking a motivated, compassionate, and results-oriented Intake Specialist to join its Colorado Springs team. As the first point of contact for prospective clients, the Intake Specialist creates a positive first impression, builds trust, and helps people take the first step toward obtaining legal representation. The role calls for empathy, patience, compassionate listening, strong communication, customer service and sales skills, and the ability to thrive in a fast-paced, team-oriented environment. The schedule includes one afternoon/evening shift on Mondays, in-office hours Tuesday through Friday from 8:00 a.m. to 5:00 p.m., and alternating weekends and holidays. Compensation is $20–$30 per hour, depending on experience, with bonus opportunities. McDivitt Law Firm provides comprehensive training, ongoing support and professional development, a collaborative team environment, and benefits including a 401(k), 401(k) matching, dental, flexible spending, health, vision, and life insurance, and paid time off.

Requirements

  • Minimum of one year of office or customer service experience.
  • Excellent verbal and written communication skills, including strong telephone skills.
  • Strong interpersonal skills and emotional intelligence, with the ability to communicate empathetically and compassionately with people experiencing difficult or stressful circumstances.
  • Ability to establish trust, build relationships, and confidently guide prospective clients through the intake process.
  • Strong organizational, multitasking, and data entry skills, with exceptional attention to detail.
  • Comfort learning new technology and working with case management or CRM software.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Positive attitude, strong work ethic, and commitment to outstanding client service.
  • High school diploma or equivalent.

Nice To Haves

  • At least one year of sales experience.
  • Prior experience in insurance claims adjusting, personal injury, or workers' compensation.
  • Spanish-speaking or bilingual ability.

Responsibilities

  • Respond promptly and professionally to prospective client inquiries received by telephone and online.
  • Conduct thorough intake interviews to gather information about accidents, injuries, insurance coverage, and potential claims.
  • Demonstrate empathy, patience, and active listening so prospective clients feel heard, understood, and supported.
  • Build rapport, address questions and concerns, and guide qualified individuals through the process of retaining the firm.
  • Follow up consistently and promptly with prospective clients to maximize opportunities for representation.
  • Review and explain sign-up documents and assist new clients throughout the intake process.
  • Accurately enter and maintain client information in the firm's case management system.
  • Collaborate with attorneys, case managers, and other departments to support a smooth transition from intake to representation.
  • Meet established performance expectations for responsiveness, intake quality, and client conversion.
  • Provide exceptional, professional, empathetic, and respectful customer service to every prospective client.

Benefits

  • Bonus opportunities.
  • Comprehensive training and ongoing professional development.
  • Supportive, team-oriented work environment.
  • 401(k).
  • 401(k) matching.
  • Dental insurance.
  • Flexible spending account.
  • Health insurance.
  • Vision insurance.
  • Life insurance.
  • Paid time off.
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