Intake Specialist
About The Position
Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an intake specialist to take our client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need. You’ll have an opportunity to help a thriving law firm succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now!
Requirements
- Must be high energy, enthusiastic, and empathetic
- Candidate must be proficient in Microsoft Office
- Dependability, punctuality, and consistency are key character traits for success in this position
- Candidates must have excellent communication skills and be able to articulate themselves well orally and in writing
- Must pay attention to detail and have a professional attitude
- Must manage time appropriately
Nice To Haves
- Spanish-speaking preferred
Responsibilities
- Completing Intake forms
- Scheduling consultations with the Client Intake Specialist
- Performing conflict checks
- Maintaining accurate records in the conversion sheet
- Conducting Potential New Client follow-ups and SCRUB calls
- Reviewing intake leads from various sources
- Assisting with Welcome Packets
- Creating cases and invoices in the firm's management system
- Referring unqualified Potential New Clients to appropriate sources
- Tracking call metrics
- Performing 250 outbound calls a week
- Maintain a high show-up rate for scheduled calls
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
