What are the responsibilities and job description for the Intake position at Pusch & Nguyen Law Firm, PLLC?
Job Description
Job Description
Description :
We are seeking an intake specialist to help our firm provide injured clients with the service and support they deserve. The Intake specialist will be responsible for interviewing prospective clients, gathering, and investigating all available details surrounding the accident, explaining our contract in detail, creating detailed case files, working directly with our attorneys to determine if a potential case falls within the scope of our practice areas, and serving as a reliable advocate for our growing list of clients.
Requirements : Key Responsibilities
- Monitor all inbound marketing lead sources and call potential clients as soon as possible;
- Handle incoming phone calls, empathetically, from prospective clients;
- Collect appropriate information from new leads and provide concise summary both written and verbal;
- Ensure all levels of the firm have a clear verbal and written summary of all calls;
- Input appropriate data into our Customer Relationship Management (CRM) system.
- Answer all other incoming phone calls from medical providers, insurance adjusters, defense counsels, existing clients, etc. and route to the correct recipient within the firm
- Assist new clients with their property damage claims from inception to resolution
- Assist new clients with initial medical treatment
- Confidently explain our contract and all intake documents to new clients
- Follow up with all pending leads via phone call, email, text
- Meet with prospective clients in person to conduct intake interviews
- Assist with receptionist duties on a as needed basis
- Responsibilities are subject to change due to operational changes
Knowledge, Skills & Attributes
Education & Experience
