New Client Intake Specialist

Mickey Keenan PA•Tampa, FL

About The Position

If you love helping people, thrive in a fast-paced environment, and know how to turn a great conversation into a signed client—you might be exactly who we’re looking for. At Mickey Keenan, P.A., our New Client Intake Specialist is often the first human connection someone has after an accident or injury. That moment matters. We’re looking for a warm, confident, service-driven professional who can build trust quickly, ask the right questions, and guide potential clients to the next step with clarity and care.

Requirements

1–3+ years of inside sales, intake, call center, customer service, or hospitality experience
Strong phone presence: friendly, calm under pressure, and persuasive without being pushy
Ability to ask structured questions while still sounding human and caring
Organized and detail-oriented—documentation and follow-through are your superpowers
Comfortable working toward goals and tracking performance metrics
Tech-comfortable (CRMs/case management tools, Teams/Outlook, texting platforms)

Nice To Haves

Experience in a personal injury law firm, medical office, or insurance environment
Spanish/English bilingual skills
Familiarity with lead intake, qualification, and appointment setting

Responsibilities

Answer inbound calls, texts, chats, and web leads with urgency, professionalism, and empathy
Conduct intake conversations: gather facts, identify case potential, and document details accurately
Build rapport quickly and confidently guide callers toward signing with our firm
Follow up with leads and missed calls (speed matters) to maximize conversion
Maintain clean, complete notes in our case management/CRM systems
Coordinate scheduling and ensure seamless handoff to the legal team
Contribute to team goals, daily tracking, and continuous improvement