Intake Specialist
About The Position
Telaré Law is a fast-growing personal injury law firm committed to delivering outstanding client service and results. Our team sets the tone for client relationships and drives the firm's growth. We are seeking an Intake Specialist who is passionate about client success, thrives in a competitive environment, and brings strong communication and technical skills to support intake and case management processes. The Intake Specialist will serve as a key point of contact for clients, handling inquiries, providing real-time troubleshooting, and supporting intake and conversion efforts. This role requires a blend of sales acumen, customer service expertise, and technical proficiency to ensure smooth operations and exceptional client experiences.
Requirements
- Strong communication skills
- Technical skills
- Sales acumen
- Customer service expertise
- Proficiency with CRM systems (e.g., Salesforce)
- Experience with SharePoint, Adobe, Salesforce, and Slack
Nice To Haves
- Understanding of data analysis and conversion rates
Responsibilities
- Engage with potential clients via phone, email, and in-person to provide information and convert inquiries into signed cases.
- Build strong rapport while maintaining a results-driven approach with understanding of data analysis and conversion rates.
- Support client experience through onboarding / sales and cross-selling opportunities when appropriate.
- Respond promptly to client inquiries and resolve issues with professionalism.
- Provide real-time troubleshooting for technical or process-related concerns.
- Maintain accurate records in CRM systems (e.g., Salesforce and related).
- Create and maintain technical documentation for internal processes and client-facing resources.
- Utilize tools such as SharePoint, Adobe, Salesforce, and Slack for communication and documentation.
- Work closely with intake and case management teams to ensure seamless client onboarding.
- Contribute to process improvements and assist with administrative tasks.
- Maintain task documentation to support ongoing training and improvement.
Benefits
- Employer paid medical (health/vision/dental) benefits
- Monthly employer contribution to HSA account
- 401K options with up to 4% Safe Harbor match
- PTO on accrual basis
- Bonus incentives
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
