Intake Specialist

Job Overview
The Legal Intake Specialist plays a crucial role in the initial engagement with prospective clients, building confidence in the prospect’s decision to hire the firm, and ensuring a smooth and effective onboarding process. This position involves managing and responding to new inquiries, assessing injury claims, responding empathetically to emotional parties, gathering information, and signing the client. The ideal candidate will possess excellent communication skills, sales techniques, attention to detail, the ability to handle sensitive information with confidentiality and empathy, and the desire to help others and convert leads into clients.

1. Client Interaction:

• Serve as the first point of contact for potential clients via phone, email, or in-person.

• Provide detailed information about the services offered and answer preliminary questions.

• Screen leads for criteria.

• Manage follow up activities.

• Attain signed agreements.

2. Data Collection:

• Gather essential client information through structured intake forms and interviews.

• Accurately enter client data into the company's database system.

• Ensure all collected information is complete and up-to-date.

• Track and measure progress toward goals.

• Assess conversion rates.

3. Scheduling and Coordination:

• Schedule appointments and follow-up meetings for clients with relevant team members.

• Coordinate with other departments to ensure seamless client service delivery.

4. Documentation and Record-Keeping:

• Maintain accurate and confidential client records.

• Prepare and manage documentation required for client files.

• Ensure compliance with all legal and regulatory requirements related to client information.

5. Customer Service:

• Deliver excellent customer service by addressing client concerns and resolving issues promptly.

• Maintain a professional and empathetic demeanor at all times.

7. Administrative Support:

• Assist with general office duties as needed, including filing, copying, and other administrative tasks.

• Support the team with special projects and other duties as assigned.

• Provide reporting to various departments including marketing.

Qualifications:

Education: High school diploma or equivalent required; associate or bachelor’s degree preferred.

Experience: Previous experience in a customer service, administrative, police, education, or healthcare setting preferred.

Salary and Benefits:

• Competitive salary based on experience and qualifications and performance-based incentive structure.

• Opportunities for professional development and career advancement.

If you are passionate about helping clients navigate their legal challenges and possess the required skills, we encourage you to apply for this vital role within our team.

Job Type: Full-time

Pay: From $15.00 per hour

Expected hours: 40 per week

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Lafayette, LA 70503: Relocate before starting work (Required)

Work Location: In person

Salary : $15