Intake Specialist (Remote)

Job Description

Job Description

Intake Specialist (Remote)

About the Role  
Intake Specialists are part of a devoted and exceptionally important team at The Advocates. It is a sales-focused team who speak on the phone with potential clients to understand their needs, help them feel comfortable, position our firm as a solution to their needs and sign them as new clients. While this is a sales position, there are no cold-calls required - you will be working with clients who have reached out to us.  

Who We Are  
The Advocates are a growing personal injury law firm with branches across the United States. We are dedicated to representing victims of accidents with kindness and respect. Our team genuinely cares about and has empathy for the people who seek our help, and we are driven to get them the best results possible.  

The PNW branch, headquartered in Seattle, WA has branches in Portland, OR and Spokane, WA and works with clients throughout Washington and Oregon. Our intake team speaks with callers 7 days a week. 

Learn more about us at our website!  

The Perfect Fit:   

We are looking for an empathetic, sales-focused person who wants to help make a difference in people's lives. Our clients are often going through a very difficult time after injury or personal loss, so a good fit for this role would be someone who can balance helping them see the value of the professional role the Advocates bring to their case while expressing a warm and empathetic understanding of their situation.  

This Career will be Fulfilling if You:  

• Enjoy helping injured people who are going through a difficult time 

• Can quickly interpret emotional conversations to identify the root of an issue 

• Remain steady and supportive during emotional conversations 

• Are a good listener and people go to you for advice 

• Think strategically and can juggle multiple priorities at once 

• Are goal-driven and thrive in a fast-paced environment 

Key Responsibilities 

• Work independently to handle a high volume of calls and messages, while pivoting between tasks with ease 

• Engage new inbound leads quickly via phone, text, and email 

• Manage and track prospect pipeline using lead management software 

• Schedule and conduct detailed phone interviews to assess case potential 

• Qualify and sign potential clients including overcoming objections using a customer-centric soft sales approach 

• Conduct new client intake and onboarding in lead management software 

Schedule & Shift Details:

• Regular Schedule (Post-Training):

  • Saturday: 8:30 AM – 5:00 PM PST

  • Sunday: 9:30 AM – 6:00 PM PST

  • Weekday: One flexible 4-hour shift between 10:00 AM and 5:00 PM PST

• Total Hours: Approx. 20 hours/week (post-training) 

Experience and Professional Background  

• Minimum of 2 years in sales, customer success, account management or client onboarding (required) 

• 1+ years' recent experience in a fast-paced office environment (required) 

• Spanish fluency (Preferred) 

• Documented history of exceeding goals and metrics (preferred) 

• Professional services or B2C experience (preferred) 

• Associate's degree or higher (preferred)