Intake Specialist

Crisp Recruit • Macon, GA

8d

About The Position

At Brodie Law Group, we are dedicated to securing justice and maximum compensation for injury victims across Georgia. With offices in Macon, Gray, and Milledgeville, our attorneys bring trial-tested experience that levels the playing field against powerful insurance companies.
We prepare every case for trial, earning us respect as relentless litigators who fight for the injured and their families. Our practice is not limited to personal injury. We bring broad courtroom experience across multiple areas of law, giving us an edge in handling the most challenging cases.
This reputation for strength in litigation, combined with our personal dedication to every client, has positioned us as a trusted ally for those facing life-changing injuries and legal battles.
The Intake Specialist role at Brodie Law Group is pivotal in strengthening our client engagement and converting potential leads into dedicated clients. As an integral part of our team, you will drive revenue growth by expertly navigating inbound inquiries and fostering meaningful client relationships. By efficiently managing the intake process, you empower our legal teams to focus on advocacy, ensuring every client receives exceptional care and representation.

Requirements

• Sales Experience: 3–5 years preferred, with a proven ability to guide conversations toward action and drive meaningful results.
• Communication Skills: Strong verbal communication skills, with the ability to handle sensitive conversations with empathy, clarity, and professionalism.
• High Urgency: Operates with a strong sense of urgency, effectively managing a high volume of calls while maintaining timely and responsive follow-up.
• Customer Service Orientation: Demonstrates genuine empathy and care, building trust and fostering positive relationships with clients during challenging situations.
• Tech Proficiency: Comfortable navigating systems such as Filevine and Lead Docket, ensuring accurate and efficient documentation.
• Driven Personality: Self-motivated and results-oriented, with a proactive mindset and a natural drive to improve and succeed.

Responsibilities

• Lead Conversion: Manage approximately 150 inbound calls per week, including prompt handling of web and overnight inquiries, owning the full intake process from initial contact through follow-up. Qualify leads, build trust quickly, and actively convert prospective clients, handling each lead with urgency and consistent follow-up.
• Consult Scheduling: Coordinate and schedule consultations for qualified Family Law leads while ensuring a smooth and organized transition to the legal team. Maintain accuracy, confirm appointments, and proactively reduce no-shows through consistent communication.
• Client Interaction: Serve as the first point of contact, conveying the firm’s value through clear, empathetic communication while building trust and delivering a strong first impression.
• Process Management: Maintain adherence to the intake process, helping ensure a smooth and consistent workflow. Take initiative in improving processes by identifying and addressing bottlenecks.
• Performance & Accountability: Maintain strong performance across key metrics including call volume, consult scheduling, and conversions. Stay proactive in meeting targets, identifying gaps, and continuously improving results.
• Case Handoff: Ensure a smooth and timely transition of new clients to Case Managers, with clear communication and complete information, supporting a consistent and high-quality client experience.
• Data Management: Maintain accurate and detailed documentation of all interactions in systems such as Filevine and Lead Docket. Ensure information is complete, organized, and actionable to support team efficiency and continuity of service.

Benefits

• Health Insurance: Enjoy comprehensive coverage that supports your health and overall well-being.
• Retirement: Be eligible for an employer-matched retirement plan that helps you build long-term financial security.
• Paid Time Off: Take advantage of generous PTO, paid holidays, and shorter Fridays that promote a healthy work-life balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees