Legal Intake Manager

HERRMAN AND HERRMAN PLLC•Corpus Christi, TX

5d•Onsite

About The Position

The Intake Manager will manage multiple aspects associated with the client intake process for the law firm. This position will enforce the law firm's system for screening potential new clients for legal services and routing PNCs to the appropriate departments. This position will often be the first line of contact for potential new clients.

Requirements

Possess strong initiative
Excellent management and leadership skills
Strong business acumen
Detail-oriented
Effective communication and delegation
Customer service
Emotional intelligence
High energy motivator
Sales / ability to relate the unique features and benefits of the law firm
Identify, train, develop and retain talent
Multi-tasking, time management, and the ability to organize and prioritize work
Must have the ability to motivate and energize employees under his/her supervision to generate the best results for clients and organization.
Must be approachable and have the ability to communicate with employees with professionalism.
Bilingual
Strong business and sales background
5 yrs sales experience
2+ Years Personal Injury experience
Must have strong commitment to client service
Previous management experience
Excellent writing skills
Working on cross-functional teams
Previous customer service/sales experience preferred with after-hours on call experience
Must have valid TX driver license and good driving record

Responsibilities

Review of all potential new clients/ matters
Track and monitor all PNC calls daily
Potential new matter evaluation: disposition authority to sign, decline, further evaluate, and escalate serious cases for review
Compliance review to include clients designated for signup; attorney assigned to the signup, resolution of signup, department to which the client becomes assigned.
Client meetings and manage escalated PNC issue resolution (calls/in-person)
Manage overflow of on-call; in-office/after-hours potential new matters
Developing and leading legal strategy to promote and protect the company's matters
Participating in the formulation of general management policy as a member of the executive management team
Weekly forecasting
Ensure 100% compliance on calls monitored
Ensure ethical and legal obligations
Additional projects, as assigned.