Intake Specialist

Kwartler Manus, LLC. • Philadelphia, PA

1d • $18 - $20 • Onsite

About The Position

We are seeking an Intake Specialist to join our growing team. As a vital member of our intake department, you will serve as the initial point of contact for individuals seeking assistance with personal injury claims. This role requires a combination of business acumen, legal knowledge, and exceptional communication skills to respond to a high volume of calls and inquiries daily. As an Intake Specialist, you will assess potential clients' needs, collect critical case information, and guide them through the initial steps of the intake process. Your attention to detail, professionalism, and compassionate approach will ensure a seamless and efficient experience for prospective clients, laying the groundwork for successful client representation. If you thrive in a fast-paced environment and have a passion for helping others, we’d love to hear from you.

Requirements

• High school diploma or equivalent is required.
• Exceptional written and verbal communication skills.
• Fluency in English is required.
• Outstanding organizational skills with a keen attention to detail.
• Proven ability to multitask and effectively prioritize in a fast-paced environment.
• Proficiency in case management software and Microsoft Office Suite.
• Empathy and understanding when dealing with clients in stressful or emotional situations.
• Professional demeanor and ability to build trust with clients and colleagues.

Nice To Haves

• Previous experience in customer service, sales, or intake coordination is preferred.
• Fluency in Spanish is a strong plus.
• Prior experience in a law firm, particularly in personal injury law, is advantageous.
• An associate or bachelor’s degree is preferred.
• Spanish speaking is preferred but not required.

Responsibilities

• Serve as the primary point of contact for potential clients via phone, email, and in-person consultations, delivering a professional and compassionate experience.
• Conduct initial consultations with prospective clients through phone, email, or video conferencing.
• Gather and document critical information about potential cases, including incident details, medical records, client history, goals, challenges, and supporting documents, to assess case viability.
• Inform clients about the firm’s services, processes, and how the firm can assist with their case.
• Accurately input client information into the firm’s case management system while maintaining strict confidentiality and data accuracy.
• Coordinate and schedule appointments for potential clients with attorneys or legal staff, ensuring efficient communication and seamless planning.
• Conduct timely follow-ups with potential clients to gather additional information or address any questions.
• Collaborate with attorneys and legal teams to ensure a smooth handoff of information for new cases.
• Coordinate effectively with attorneys and staff to schedule consultations and appointments.
• Adhere to all legal and ethical standards, including maintaining client confidentiality and complying with data protection protocols.
• Provide exceptional customer service and support throughout the intake process to ensure a positive client experience.

Benefits

• Comprehensive health and dental insurance, we cover 100% of the base plan for our full-time employees.
• 401(k) with up to 3% salary match from Kwartler Manus
• Generous PTO package to ensure a balanced life outside of work
• Competitive parental leave benefits for new parents and caregivers
• Mentorship Programs: Guidance for professional growth from tenured employees.
• Career Pathways: Offering extensive growth opportunities for team members
• Work-Life Balance: We respect your time and personal commitments.
• Team Events: Enjoy team lunches and annual company BBQs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED