Legal Intake Specialist

Job Overview Are you driven by the desire to make a difference in people's lives during their most challenging times? What We Are Looking For As a Legal Intake Specialist at Herman & Wells, you'll be the first point of contact for potential clients, managing the sign-up process and ensuring the smooth intake of new clients. You’ll have an opportunity to work in a fast-paced environment, evaluating prospective client inquiries, coordinating with our team of attorneys, and managing new client onboarding. If you're ready to contribute to a team dedicated to empowering clients and making a real difference, Who We Are Based in Pinellas Park, FL, the team of attorneys at Herman & Wells specializes in Personal Injury, Property Insurance Disputes, Construction Defects, and Disability Disputes. Founded in 2015 by Jason Herman and Cliff Wells, our firm has grown into a dedicated team of nine attorneys committed to making a difference in our clients' lives. We’re not just about winning cases; we’re about changing lives through our dedication to our clients' well-being and success. Legal Intake Specialist Responsibilities PNC Evaluation: Evaluate prospective new client (PNC) inquiries and phone calls, analyzing their case fit while ensuring every potential client feels seen, heard, and empowered. Coordinate with Intake Attorneys: Our intake specialists coordinate with our team of intake attorneys to set up consultations with high value PNCs. Leverage Our CRM: Our intake specialists are expected to leverage our CRM (Lead Docket) to manage all aspects of the firm's intake process. Collaborative Problem Solving: Our intake specialists work closely with our marketing team to refine outbound sales tactics, build partnerships, and generate feedback and reviews. Continuous Improvement: Our intake specialists are expected to play an active role in helping us continually improve our intake process. Qualifications We're Looking For Empathy & Listening Skills: You have a genuine ability to connect with others, making clients feel seen, heard, and understood. You know how to ease concerns and build trust through authentic communication. Sales-Driven: You have a passion for converting leads into signups and are motivated by the impact you can have on our firm’s growth. Proactive & Organized: You are a proactive communicator who can handle keeping multiple tasks on track and ensuring smooth transitions between different phases of an intake process. Prior Experience: Previous sales or customer service experience isn't a requirement, but a big plus for applicants interested in this position. Data Entry Skills: Prior experience with roles requiring data entry and spreadsheet management skills is a plus. CRM Proficiency: Our intake specialists spend leverage our CRM in everything they do on a day to day basis, so prior experience with a CRM platform will make you stand out from other applicants. Job Type: Full-time Pay: $18.50 - $20.00 per hour Expected hours: 40 per week Benefits 401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Referral program Vision insurance Schedule 8 hour shift Monday to Friday Application Question(s) What attracted you to apply for this position? Work Location: In person #J-18808-Ljbffr