Description
Anderson Injury Lawyers is an award-winning personal injury law firm with offices in Dallas and Fort Worth. The firm has been helping the community for over 17 years.
We are seeking a highly motivated and detail-oriented Intake Specialist to join our team. The Intake Specialist will be the first point of contact for potential clients and play a crucial role in assessing and evaluating new cases. This position requires excellent communication skills, empathy, and the ability to give top-notch customer service to our potential clients.
Responsibilities
•Evaluate PNC (Potential New Client) inquiries to determine their eligibility for the firm's services.
•Provide compassion, empathy, and exceptional customer service to all potential and current clients.
•Demonstrate sales best practices by signing up eligible PNCs at the firm's benchmark rate or above.
•Promptly and efficiently follow up with all PNCs if they are not connected with the Intake Department upon their initial inquiry.
•Analyze data, both internal and external, to maximize efficiency in PNC determinations.
•Communicate with the Legal Department to transition PNCs into their respective legal teams.
•Schedule PNC meetings, attorney meetings, on-site signups, and any other appointments required from or by the PNCs.
•Enter data into the firm's CRM system in order to optimize the PNC's signup process with the firm.
•Collaborate with the Marketing Department to help optimize the firm's marketing efforts by providing insights and data about potential new clients.
Qualifications
•Previous sales experience or previous intake
•Strong customer service background or skillset.
•Proficiency in all Microsoft Suite programs.
•Previous experience in law, preferably within personal injury law.