Intake Coordinator

Description

About Us: We are a growing Personal Injury Law Firm based in Tampa with an overwhelming emphasis on taking care of people – that’s what we do: We Help People!  Our firm has grown to 30 team-members over recent years and our work with our community promises continued growth into the future.   

What we do: We help accident victims get the money they deserve from those responsible for their injuries.  Our sole focus is to help our clients get whole – to return the lives they had before the incident that caused their injuries. As our Intake Coordinator, you will serve as the first point of contact for potential clients seeking legal assistance, demonstrating our firm's client-centric approach. Your role extends beyond mere sales; it is about establishing trust, understanding, and providing genuine support to individuals navigating challenging circumstances. 

Job Description: Your ability to empathize with our clients' issues will be instrumental in building rapport and trust from the initial interaction. You will listen attentively to their concerns, demonstrating genuine understanding and compassion as you guide them through the process of seeking legal assistance. 

Your professionalism and expertise will instill confidence in potential clients, assuring them that they are in capable hands. Drawing from your extensive knowledge of our firm's services and the legal process, you will provide clear and accurate information to address their inquiries and alleviate any apprehensions they may have. 

Your unwavering commitment to delivering exceptional service will set the tone for our client relationships, ensuring that each individual feels valued and supported throughout their journey with our firm. 

Your ability to connect with people on a personal level will be pivotal in fostering meaningful relationships with our clients. Whether it's over the phone, in person, or through digital communication channels, your warm demeanor and effective communication skills will leave a lasting impression on those you interact with. 

Your sales acumen will be instrumental in articulating the value and benefits of our services to potential clients. Utilizing a consultative approach, you will uncover their unique needs and concerns, positioning our firm as the solution that can provide the clarity, support, and relief they seek. 

In our ever-evolving industry, there is always room for growth and development. You will embrace a mindset of continuous learning, staying abreast of legal industry trends, best practices in client engagement, and sales techniques to continually enhance your skills and effectiveness in your role. 

Ultimately, your role as a Intake Coordinator is about making a meaningful difference in the lives of our clients. By providing them with the guidance, support, and relief they need during challenging times, you will help them navigate their legal journey with confidence and peace of mind. 

Requirements

• Manage own schedule to balance availability for meeting with prospective new clients as well as following-up with those who have yet to decide and with current clients to conduct quality control calls and interviews. 
• Be a team player, helping other employees in the efforts to assist our clients. 
• Follow-up with current clients at set milestones during their case or matter. 
• Facilitate a seamless introduction and transition to the legal team once a case or matter has commenced. 
• Actively engage in discussions with management to provide feedback on lead quality and volume, offering constructive suggestions for improvement based on frontline experiences. 
• Periodically attend tradeshows and networking events as a professional representative of the firm. 
• Utilize a consultative selling approach when speaking to PNCs to illustrate the value and benefits of our services. 
• Update the CRM system promptly with detailed notes of all interactions with prospects and clients. 
• Stay current with bar rules, legal industry trends and information. 
• Bilingual - Fluency in both English and Spanish is necessary. 

Education & Experience: 

• Strong interest and proven track record in consultative solutions selling, with demonstrable success in lead generation, prospecting, contract negotiation, and customer closing. 
• Proven success in telephone sales, with the ability to engage effectively and build rapport quickly.  
• Experience with HubSpot, particularly in reporting, is required. 
• Independent, self-starting individual who thrives in a dynamic environment, with exceptional problem-solving and analytical skills. 
• Possess a proactive, can-do attitude, with excellent follow-through and resourcefulness, coupled with meticulous attention to detail. 
• Strong communication and interpersonal skills are essential, with the ability to be personable yet persistent. 
• Knowledge of the legal industry is an asset, facilitating better understanding and communication with clients. 
• Real-life experience and "battle scars" that bring empathy and understanding to client interactions are highly valued. 

Qualities/Attributes of Preferred Candidate: 

• Self-starter/responsible/work independently 
• Diplomatic/factful 
• Intellectually curious 
• Inquisitive 
• Assertive 
• Non-judgmental 
• Flexible 
• Problem solving and analytical ability 
• Great communication skills 
• Sociable 
• Willing to be held accountable to goals 
• Tolerance for ambiguity 
• Comfortable working in a growth environment 

Compensation: We offer competitive pay and benefits.  

• Base Salary between $45,000 & $55,000; plus incentive bonuses.   
• Starting salary is based on experience.  
• Please include your salary requirement when submitting your resume and cover letter. 

Benefits 

*Benefits are eligible to full time employees only after 90 days of employment, with exception to 401K (see eligibility requirements)

Health Insurance

• Employer contributes 60% of the lowest priced plan for employee.
• Three competitively priced plans to choose from. Options include spouse and dependent coverage.

Dental/Vision

• Affordable plans offered

AFLAC

• Supplemental policies are offered at a group discounted rate. 
• Free Tele-health (subject to co-pay) offered to all employees regardless of if they have a policy with AFLAC.

Group Term Life Insurance

• Employer pays 100% towards a 15K term life policy.

401K Plan

• Retirement plan offered through John Hancock (pre-tax and Roth plans offered)
• Employer will make a contribution equal to 3% of your compensation. This contribution is fully      vested.

Requirements are:

1. Attainment of age 21
2. Completion of one (1) year of  service
3. 1,000 hours of service

Profit Sharing Plan

• Dependent upon Employer and company’s yearly profit

Paid Time Off 

• 40 hours (5 days) to use throughout your first year of employment
• Additional time accrued on each employment anniversary based upon tenure
• Carryover of unused hours available 

Paid Holidays 

• Six (6) major holidays are paid: New Year’s Day, Memorial Day, Independence Day, Labor Day, Thanksgiving      (including the day after Thanksgiving), and Christmas 

Floating Holiday

• One (1) floating holiday is earned at the beginning of each calendar year (Jan 1) to be used      throughout the calendar year.
• If not used within the calendar year, this benefit is lost.