Intake Specialist

The position has two shift options which requires availability Mon-Fri 12:00pm to 9:00pm in addition to rotational weekends and holidays or Mon-Fri 8:30am to 5:30pm in addition to rotational weekends and holidays.

We are seeking a dedicated and compassionate Personal Injury Intake Specialist to join our team. As a key member of our organization, you will be responsible for efficiently managing the intake process for personal injury cases, ensuring exceptional client service from initial contact through case evaluation.

Responsibilities:

• Serve as the first point of contact for potential clients, providing a compassionate and professional introduction to our firm.


• Conduct initial client interviews and intake assessments to gather relevant information regarding personal injury claims, ensuring confidentiality and sensitivity.


• Evaluate the information provided by potential clients employing personal injury knowledge to determine case viability, aligning with the firm's standards and expertise.


• Set expectations with the potential client by briefly explaining the process of their case, timeframes and answering any pertinent questions.


• Document and maintain accurate and comprehensive records.


• Send required documentation to client for signatures and actively follow up until documentation is signed and returned.


• Refer the client for treatment, obtain accident reports and additional pertinent information.

Minimum Requirements

• 1 year of experience of in personal injury law and legal procedures.


• Ability to maintain a high degree of discretion dealing with confidential information.


• Proven experience in client-facing roles, customer service, or sales.


• Ability to maintain a high degree of discretion dealing with confidential information.

Qualifications

• Strong organizational skills and attention to detail, ensuring accurate documentation of client interactions.


• Strong interpersonal and communication skills, with the ability to empathize with clients and build rapport.


• Professional appearance and behavior.


• Excellent time management, multi-tasking, and critical thinking abilities


• Exceptional verbal and written communication skills on the phone, in person and email.


• Proficient in Microsoft Office Suite and Case Management software (Litify preferred).


• Ability to quickly assess and analyze information to make informed decisions.

Education Requirements

• High school diploma or equivalent required.


• college degree or paralegal certification a plus.