Senior Intake Specialist

Jacoby and Meyers • Los Angeles, CA

334d • $25 - $35

About The Position

The role of the Intake Specialist is vital to the success of Jacoby & Meyers. This role is on the front line personally speaking to people coming to us for help at a time in which they are most vulnerable and need legal assistance. "I have been injured in a car accident - how do I get to work?" "I'm in pain and I don't know where to turn." "How do I get my kids to school?" That's where you come in. In this role, we will train you to use your top-notch sales & customer service skills to understand their case and qualify whether it is a situation that merits the help of our firm. You will be the front-line team member who will best understand their injury and details, as well as being the first to help them. Your success is ultimately measured by your ability to turn those qualified prospective clients into signed clients. You will enjoy the ultimate measure of success in this role if you can convert 95% of qualified prospective clients into retained clients.

Requirements

• 4+ Years of Experience with legal intake, paralegal work, or auto insurance sales.
• Basic understanding of personal injury and motor vehicle accident law.
• Excellent verbal communication skills.
• Empathetic, caring and persuasive communication skills.
• Ability to handle and defuse potential conflicts with callers.
• Active listening skills.
• Excellent time management skills.
• Bilingual fluency in Spanish is required.
• Open to constructive feedback and adaptable to changes.
• Salesforce or similar CRM experience considered a plus.
• Bachelor's Degree a plus.

Nice To Haves

• Salesforce or similar CRM experience considered a plus.
• Bachelor's Degree a plus.

Responsibilities

• Serve as the first point of contact for leads seeking legal assistance through one of our communication channels.
• Evaluate the potential viability of cases based on the gathered information and the qualifications of our partner firm.
• Make a great and lasting impression on clients and potential clients.
• Follow-up with callers in a consistent and respectful manner.
• Maintain accurate and organized records of all client interactions, case details, and related documents.
• Input data into case management systems or databases for easy access and retrieval.
• Refer clients with non-personal injury cases to partner law firms.
• Convert 95% of qualified leads into retained clients by using your sales skills to build rapport with callers.
• Participate in continuous guided and self-directed training to stay updated on procedures, terminology, and best practices for client interaction.
• Earn incentive compensation in addition to a competitive base salary.

Benefits

• Medical, Dental, Vision and Pet Insurance.
• 401(k) with Company Match.
• Company-paid Life Insurance and AD&D Coverage, Voluntary Life Insurance.
• Short-term and Long-term Disability.
• Employee Assistance and Travel Assistance Programs.
• Paid Time Off, Paid Sick Time, Paid Holidays.
• Health FSA and Dependent Care FSA.
• Accident Insurance.
• Commuter Transportation Incentive.
• Cell Phone and Internet Stipend.
• Fully-paid parking.
• Learning and Development Programs.
• Remote Positions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree
• Number of Employees: 101-250 employees