Demo

Intake Sales Specialist

Mickey Keenan, P.A. - Personal Injury Law Firm
Tampa, FL Full Time
POSTED ON 4/12/2025
AVAILABLE BEFORE 5/11/2025
Description

Mickey Keenan, PA is boutique personal injury law firm fighting for people injured in automobile accidents. We are seeking an Intake Sales Specialist to join our growing firm.

The Intake Sales Specialist is responsible for managing the process of signing up new clients both on the phone and in person. This position requires the right combination of phone skills, empathy, and knack to investigate the root of the caller’s legal matters. Often the first point of contact for our clients, the Intake Specialist plays a vital role determining our client’s satisfaction.

Tasks Include

  • Conduct phone case consultations with potential new clients, and process case sign ups accordingly.
  • Assist clients with questions and concerns pertaining their case sign-up process.
  • Coordinate clinic appointments for all new clients.
  • Review and process all potential new case leads from clients, law firms, lead companies and clinics.
  • Ensure all case intake legal documents are processed, signed, and executed properly.
  • Follow up with all referrals
  • Meet with potential clients to have them sign contracts/intake paperwork

Requirements

  • Must have understanding of Personal Injury Law / Auto Insurance in the state of FL
  • Bilingual (English/Spanish) required
  • Strong communication skills and highly organized.
  • Strong teamwork abilities.
  • Customer Service or Call Center experience preferred, but not required.
  • Comfortable using computer cloud based programs and software.
  • Conveys confidence on the phone
  • High School Diploma at a minimum. College education a plus
  • Must be dependable

Benefits

  • Retirement plan (401k) with company match
  • Health Benefits with company contribution, dental, vision, and life insurance
  • AFLAC
  • Paid time off and holidays
  • We offer competitive pay and benefits. Starting salary is based on experience. Please include your salary requirement when submitting your resume and cover letter.

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