Intake Specialist

Job Summary:
The Intake Specialist will be handling client calls and qualifying them for services. This individual must be persuasive to sell the services to the clients.

Supervisor Responsibilities:

• None
• Duties / Responsibilities:
• Speak with potential clients to gather initial case information and qualify the case based on certain criteria while building rapport
• Signing up potential clients via E-Signature including obtaining all supporting documents
• Working under the firm’s Intake Manager to determine viability of potential cases
• Keep track of potential cases and scheduling follow up calls
• Update the firm’s database in a timely manner
• Build strong rapport with potential clients
• Open to working some weekends and after work hours.
• Process and code cases with Filevine.

Required Skills / Abilities:

• Ability to communicate effectively with a range of individuals.
• Active listening skills.
• Excellent interpersonal social skills.
• Ability to exhibit compassion, empathy, and professionalism when communicating with potential and current clients.
• Ability to work alone or as part of a team.
• Ability to pay very close attention to detail.
• Ability to manage their time and multi-task effectively.
• Ability to maintain composure and professionalism under pressure.
• Proficiency in Microsoft Office Suite, Google Docs and Internet (FIlevine a plus).
• Bi-lingual in Spanish

Education and Experience

• Minimum 1-2 years’ experience in Intake
• Knowledge of Personal Injury, Employment Law and/or Workers Compensation strongly preferred
• Associates Degree preferred

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift 15 pounds at times.

Job Type: Full-time

Pay: $22.00 - $25.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Work Location: In person

Salary : $22 - $25