Intake Specialist

Isaacs & Isaacs PSC • Louisville, KY

14h • Onsite

About The Position

Isaacs & Isaacs is seeking a motivated and customer-focused Intake Specialist to join our growing team. As the first point of contact for potential clients, this role plays a critical part in evaluating new cases, building trust, and guiding individuals through the intake process. This is an ideal opportunity for someone with sales, call center, or customer service experience who excels at communication and thrives in a fast-paced, goal-driven environment.

Requirements

• 2+ years of experience in sales, call center, or customer service
• Strong communication skills (verbal and written)
• Ability to balance empathy with persuasive sales skills
• Comfortable working in a goal-driven, performance-based environment
• Ability to multi-task while typing (40+ WPM)
• Highly organized with strong attention to detail
• Willingness to work evenings, weekends, and flexible schedules as needed
• High School Diploma or GED required

Nice To Haves

• Bilingual (English/Spanish)
• Experience in legal intake or personal injury

Responsibilities

• Respond to incoming calls and inquiries from prospective clients
• Gather and document case details accurately and efficiently
• Evaluate potential cases and determine fit and viability
• Ensure each caller feels heard, supported, and confident in next steps
• Guide prospective clients through the sign-up process
• Build rapport and convert qualified leads into signed clients
• Utilize 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
• Ensure 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 (base + 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 & Long-Term Disability
• Employee Referral Bonus Program
• 401(k) with company match

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1-10 employees