Intake Specialist

You will be responsible for the intake of potential clients from all sources: Social media, direct referral, and attorney referrals. Also, occasional reception duties will be required.

Must have excellent communication skills, detail oriented, able to multi-task, compassionate and empathetic, and be knowledgeable of computer systems, and Microsoft office. We are looking for an intake specialist who has the motivation to learn.

This role offers an opportunity for professional growth for outstanding job performance.

‍Job Description:

• Must be comfortable answering and screening phone calls, obtaining necessary information from potential clients in a fast-paced environment, including empathetically obtaining necessary and recording accurate information from potential clients.
• Be efficient in following-up with potential clients, attorneys, and referral sources.
• Promptly and professionally respond to inquiries from potential clients and clients by phone, email, and text.
• Ability to transfer calls to the appropriate staff members.
• Must be able to work independently as well as collaboratively with other members of the Intake Department.
• Must possess strong leadership skills.
• Maintain professionalism and dependability.
• New hires will be on a mandatory 90-day probationary period. 30-day reviews will be conducted for a progress report to measure performance.
• Opening and closing electronic and physical files in a timely manner – must be proficient in retrieving paper files upon request.

Experience:

• Previously, or currently, employed at a call center: Including extensive experience answering and making calls.
• Previous law office experience is a plus but not required.
• Minimum of two years of customer service skills.
• Applicants are required to be proficient in Microsoft Office and Outlook.
• Previous experience with programs such as Clio, DocuSign and Captorra, preferred.

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