Intake Specialist

Mcdivitt Law Firm•Colorado Springs, CO

18d•Onsite

About The Position

McDivitt Law Firm is seeking a motivated, compassionate, and results-oriented Intake Specialist for its Colorado Springs team. As the first point of contact for prospective clients, the Intake Specialist helps create a positive first impression, build trust, and guide individuals toward obtaining legal representation. The role calls for empathy, patience, active listening, strong communication and customer service skills, and the ability to work in a fast-paced, team-oriented environment. The position requires 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. The firm provides comprehensive training, ongoing support, professional development, and a collaborative team environment.

Requirements

At least 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 facing 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.
Ability to work one Monday afternoon/evening shift, in-office Tuesday through Friday from 8:00 a.m. to 5:00 p.m., and alternating weekends and holidays.

Nice To Haves

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

Responsibilities

Respond promptly and professionally to prospective client inquiries received by telephone and online.
Conduct intake interviews to gather information about accidents, injuries, insurance coverage, and potential claims.
Use empathy, patience, and active listening to ensure 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 expectations for responsiveness, intake quality, and client conversion.
Provide exceptional, professional, empathetic, and respectful customer service to every prospective client.