New Client Intake Specialist

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.

What you’ll do

• 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

What success looks like

• Calls are answered promptly and handled with confidence and compassion
• Leads are contacted quickly and consistently (including follow-up sequences)
• High-quality intakes: accurate info, strong summaries, clean data entry
• Steady improvement in key metrics (conversion rate, speed-to-lead, show rate)
• You’re someone teammates trust—reliable, organized, and solutions-oriented

What we’re looking for

• 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)

Bonus points if you have:

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

Why you’ll like working here

• Mission-driven work that genuinely helps people
• Clear expectations, training, and support to set you up for success
• A team that values accountability, growth, and positive energy
• Opportunity to advance into senior intake, team lead, or operations roles
• Competitive pay + bonus opportunity based on performance