Intake Specialist

Job Summary

The Intake Specialist will work directly within the Firm’s intake center. The Specialist is an integral part of generating new business for the Firm and must recognize a qualified Personal Injury, Employment Law, Workers’ Compensation or other specific types of legal matters when they hear it. The Specialist must have the skill to turn a lead into a client. In addition to working with other departments within the Firm, the Specialist may be tasked with special projects on an as-needed basis requiring direction and guidance by the Intake Manager and/or Management.

Duties/Responsibilities

• Answering inbound phone calls and placing outbound calls with stellar customer service, professionalism, enthusiasm, and compassion;

• Performing unbiased screening on all inbound phone calls for the potential client;

• Assessing and determining the viability of inbound phone calls during client intake screening process;

• Obtain evidence from the client at the time of the initial in-person interview, including photos of injuries, relevant documents, etc.;

• Assist in locating missing/unreachable client as assigned by Intake Manager; and

• Perform other duties as assigned by Management.

• *The company reserves the right to add or change duties at any time.

Required Skills/Abilities

• Ability to communicate effectively with a range of individuals;

• Excellent interpersonal social skills at all times;

• Ability to exhibit compassion, empathy, and professionalism when communicating with potential and current clients;

• Ability to work alone or as part of a team;

• Ability to pay very close attention to detail;

• Ability to manage their time and multi-task effectively;

• Ability to maintain composure and professionalism under pressure; and

• Familiarity with Microsoft Office Suite (i.e., Outlook, Word, Excel) and other applications and/or systems (i.e., Adobe, Internet);

• This position requires physical activity including, but not limited to bending, stooping, repetitive motion, and lifting of up to 20 pounds (lbs.).

Qualifications

• Minimum 1-2 years’ experience working in a law firm;

• Knowledge of Personal Injury, Employment Law and/or Workers’ Compensation strongly preferred;

• Salesforce/Litify software background is a major plus;

• Professional appearance and “get it done” attitude;

• The right candidate will have excellent written and verbal communication skills; and

• Bilingual, fluent in English and Spanish, is required

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.

• Must be able to lift up to 15 pounds at times.

SDL2017