Intake Specialist

Intake Specialist

Lebanon, TN

Can you turn first impressions into meaningful client engagements, while seamlessly managing both sales and administrative tasks?

Do you excel at nurturing leads and ensuring that no opportunity slips through the cracks?

Are you driven by the pursuit of client relationships that contribute directly to a firm's success and reputation?

Do you thrive in dynamic environments, ready to handle varied responsibilities from client intake to community outreach?

Final question: When faced with a challenge, do you get excited or run away?

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Turklay Law, PLLC, based in Lebanon, Tennessee, is a dedicated legal firm specializing in criminal defense, personal injury, and family law. Founded in 2015, we pride ourselves on providing trial-ready representation that fiercely protects our clients' rights and future. Our firm is a beacon of hope for individuals facing significant life challenges, committed to safeguarding their freedom and security.

With a team of experienced trial attorneys, including Daniel Turklay and Cody Johnson, we serve clients across Middle Tennessee. Our relentless pursuit for justice is matched by our caring approach, ensuring that every client feels supported and understood throughout their legal journey. At Turklay Law, our mission is to blend rigorous legal defense with compassionate client care, fostering a legacy of trust and success within our community.

The Intake Specialist role at Turklay Law is a pivotal new position designed to enhance client interaction and ensure every lead is pursued diligently. By focusing on capturing and converting inbound inquiries, the specialist will play a vital role in driving the firm's growth. This person will alleviate attorneys' workloads by managing initial client interactions and streamlining the follow-up process, ensuring that every potential client receives timely and attentive service.

What you'll do:

• Lead Intake and Qualification: Handle incoming calls and form submissions, conduct initial conversations, and assess lead quality.
• Lead Follow-Up: Track all leads and ensure consistent follow-up via phone, text, and email to prevent lost opportunities.
• Sales and Conversion Support: Transform qualified leads into scheduled attorney meetings and office visits, ensuring smooth client engagement.
• Payment and Financial Tracking: Oversee payment plans, including follow-ups on outstanding payments to maintain financial health.
• CRM and Pipeline Management: Maintain accurate records of leads, follow-ups, and statuses, facilitating effective client tracking and engagement.
• Community Outreach and Lead Generation: Participate in local events to foster relationships and identify potential new clients. Includes creative lead-generation support such as monitoring court dockets for unrepresented defendants and helping the firm ethically follow up through approved outreach methods.
• Front Desk and Client-Facing Responsibilities: Serve as the initial point of contact for walk-ins and provide administrative support as needed.
• General Administrative Support: Assist attorneys and fill administrative gaps to ensure the smooth functioning of the office.
• Work Setup & Schedule: This is an onsite, client-facing role (front desk initially). Standard hours are typically 85 or 95, and you must be responsive to hot inbound leads in the early evening (approximately 78 PM, 23x/week).

What we're looking for:

• Sales Ability: Proven track record in converting leads and influencing client decisions.
• Follow-Up Discipline: Demonstrated ability to manage leads with attention to detail and persistence.
• Communication Skills: Excellent verbal skills with the ability to engage a diverse clientele.
• Organization: Strong skills in tracking tasks and maintaining detailed records in a CRM system.
• Judgment: Keen ability to assess leads and know when to escalate issues to attorneys.
• Adaptability: Ability to seamlessly handle diverse functions in sales, administration, and client interaction.
• Street Smarts Required: You're comfortable with a wide range of personalities and can stay calm, persuasive, and professional with difficult or unpredictable callers. This client base requires real-world confidencenot a purely corporate script.

Why you should work here:

• High Impact: Directly influence revenue and client conversion in a growth-focused firm.
• Growth Opportunities: Potential to evolve with the firm and reduce initial administrative duties as the office expands.
• Leadership Interaction: Daily collaboration with senior attorneys, providing insights and learning opportunities.
• Autonomy: Enjoy a degree of independence in managing client relationships and outreach strategies.

Additional perks:

• Compensation Range: Competitive salaries with potential bonuses based on performance metrics.
• Benefits (In Progress): Benefits are being built as the firm grows, including health insurance and retirement options. Specific details will be shared during the interview process.

Join Turklay Law, where your contributions will directly impact our clients' experiences and the firm's growth. If you are a proactive problem solver eager to make a difference, we invite you to apply and become a key player in our legal team's success.