Senior Intake Specialist

Do you want to love where you work and make a positive impact on people? Do you bring passion to your job? Do you love talking to prospective clients and generating new business? Do you thrive on earning incentive compensation for generating the business you bring in? If you do, Jacoby & Meyers has an opportunity for you! Jacoby & Meyers is the nation’s preeminent law firm protecting consumers since 1972. We are currently seeking a smart and determined Intake Specialist to join our growing team. At Jacoby & Meyers, every single employee gets to make an impact. Our values guide the way we work with each other. It’s a culture where you have the freedom to experiment and push your talents as far as they can go. Job Title Senior Intake Specialist Type of Position Full Time Location Fully Remote Pay $25.00/hour - $35.00/hour PLUS Bonus Incentive of 1K+ per Month (based on sign‑ups) Hours You will be assigned a 40‑hour shift that may include weekends, evenings and holidays. Hours may range from: M‑F: 7:00 am – 10:00 pm Pacific Time Saturday: 8:00 am – 4:30 pm Pacific Time Sunday: 9:00 am – 5:30 pm Pacific Time Overtime available Job Description The role of the Intake Specialist is vital to the success of Jacoby & Meyers. This role is on the front line personally speaking to people coming to us for help at a time in which they are most vulnerable and need legal assistance. “I have been injured in a car accident – how do I get to work?” “I’m in pain and I don’t know where to turn.” “How do I get my kids to school?” That’s where you come in. In this role, we will train you to use your top‑notch sales & customer service skills to understand their case and qualify whether it is a situation that merits the help of our firm. You will be the front‑line team member who will best understand their injury and details, as well as being the first to help them. Your success is ultimately measured by your ability to turn those qualified prospective clients into signed clients. You will enjoy the ultimate measure of success in this role if you can convert 95% of qualified prospective clients into retained clients. Core duties and responsibilities Lead Interaction: Serve as the first point of contact for leads seeking legal assistance through one of our communication channels. No Cold Calling – All leads have asked us to contact them or are calling us. Case Assessment: Evaluate the potential viability of cases based on the gathered information and the qualifications of our partner firm. Make a great and lasting impression on clients and potential clients. Follow‑up with callers in a consistent and respectful manner. Documentation and Record Keeping: Maintain accurate and organized records of all client interactions, case details, and related documents. Input data into case management systems or databases for easy access and retrieval. Refer clients with non‑personal injury cases to partner law firms. Convert 95% of qualified leads into retained clients by using your sales skills to build rapport with callers and explaining the value that Jacoby & Meyers provides to their clients. Training: Participate in continuous guided and self‑directed training to stay updated on procedures, terminology, and best practices for client interaction. Earn incentive compensation in addition to a competitive base salary. Requirements 4+ years of experience with legal intake, paralegal work, or auto insurance sales. Legal knowledge: Basic understanding of personal injury and motor vehicle accident law to better assess case viability and communicate effectively with clients and attorneys is a plus. Excellent verbal communication skills: Specialists will spend the majority of time on the phone with potential clients. Empathetic, caring, and persuasive communication skills. Conflict resolution skills: Ability to handle and defuse potential conflicts with callers while maintaining a professional demeanor. Apply active listening skills through the ability to comprehend information presented and respond thoughtfully. Excellent time management skills to handle all aspects of responsibilities efficiently without compromising service quality. Bilingual fluency in Spanish is required. Open to constructive feedback and adaptable to changes. Salesforce or similar CRM experience considered a plus. Bachelor’s degree a plus. What We Offer Medical, Dental, Vision and Pet Insurance 401(k) with company match Company‑paid life insurance and AD&D coverage; voluntary life insurance Short‑term and long‑term disability Employee assistance and travel assistance programs Paid time off, paid sick time, paid holidays Health FSA and dependent care FSA Accident insurance Commuter transportation incentive Cell phone and internet stipend Fully‑paid parking Learning and development programs Remote positions About J&M Jacoby & Meyers was founded in 1972 with the intention of making the legal system more accessible to the average person. Now, more than 50 years later, we continue to help people get the justice and compensation they deserve. Specializing in all types of accident claims, including automobile, motorcycle, bicycle, Uber/Lyft, or trucking accidents, slip and falls, dog bites, construction accidents and other wrongful conduct, the attorneys at Jacoby & Meyers have recovered over a billion dollars for their clients’ personal injury and wrongful death claims caused by the negligence of a third party. Jacoby & Meyers is an Equal Opportunity Employer. #J-18808-Ljbffr Jacoby-