Intake Specialist

Responsibilities:

• Manage incoming calls and digital leads from existing and new potential clients
• Listen attentively to caller concerns and gather relevant information about their potential or existing case
• Screen incoming potential client phone calls to make sure the potential case falls within our firm's qualifying criteria while helping the caller feel heard and understood
• Collect and document essential information from clients, such as personal details, contact information, case types, or any other relevant data specific to the client’s needs. Accurate data entry and organization are crucial in this role
• Intake Specialists will be held to quality standards established by the organization
• Intake Specialists will be eligible for monthly incentive bonuses based on individual and team performance

Qualifications:

• Previous experience in a legal intake call center or customer service call center
• Background in the personal injury legal industry preferred
• High school diploma or equivalent required; Bachelor’s degree preferred
• Firm knowledge of spreadsheet and data management, as well as computer skills
• Previous experience with CRM and case management software is desired; Salesforce preferred
• Possesses outstanding communication skills (both written and verbal) and a sense of empathy
• Excellent organization and time-management abilities
• Ability to problem-solve or manage a challenging caller while on the phone

Physical Requirements:

The physical demands described here represent those an individual must meet to perform the essential functions of this job successfully. 

• Ability to sit for extended periods while working on a personal computer 
• Sensory abilities, including eyesight, hearing, and dexterity are required for this role. 

Please direct any requests for accommodation to Human Resources.