Intake Specialist
$20 - $30 per hourMcDivitt Law Firm
Job Type
Full-time
- Respond promptly and professionally to prospective client inquiries received by telephone and online.
- Conduct thorough intake interviews to gather relevant information regarding accidents, injuries, insurance coverage, and potential claims.
- Demonstrate empathy, patience, and active listening, ensuring prospective clients feel heard, understood, and supported.
- Build rapport with prospective clients, address questions and concerns, and guide qualified individuals through the process of retaining the firm.
- Maintain consistent and timely follow-up with prospective clients to maximize opportunities for representation.
- Review and explain sign-up documents and assist new clients throughout the intake process.
- Accurately enter and maintain client information in the firm's case management system.
- Collaborate with attorneys, case managers, and other departments to ensure a smooth transition from intake to representation.
- Meet established performance expectations for responsiveness, intake quality, and client conversion.
- Provide exceptional customer service while treating every prospective client with professionalism, empathy, and respect.
- Minimum of one year of office or customer service experience.
- At least one year of sales experience preferred.
- Excellent verbal and written communication skills, including strong telephone skills.
- Strong interpersonal skills, emotional intelligence, and the ability to communicate with empathy and compassion, particularly when assisting individuals experiencing difficult or stressful circumstances.
- Ability to establish trust, build relationships, and confidently guide prospective clients through the intake process.
- Strong organizational, multitasking, and data entry skills with exceptional attention to detail.
- Comfortable learning new technology and working with case management or CRM software.
- Ability to work independently and collaboratively in a fast-paced environment.
- Positive attitude, strong work ethic, and commitment to providing outstanding client service.
- Prior experience in insurance claims adjusting, personal injury, or workers' compensation is a plus, but not required.
- Spanish-speaking or bilingual candidates are preferred, but not required.
- High school diploma or equivalent required.
- One afternoon/evening shift on Mondays.
- In-office hours Tuesday through Friday, 8:00 a.m. to 5:00 p.m.
- Alternating weekends and holidays.
- $20-$30 per hour, depending on experience.
- Bonus opportunities.
- Comprehensive training and ongoing professional development.
- Supportive, team-oriented work environment.
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Vision insurance
- Life insurance
- Paid time off
$20-$30 per hour
Vacancy posted 2 days ago
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