What are the responsibilities and job description for the Personal Injury Intake Specialist position at Turnbull, Moak, & Pendergrass?
Job Title: Intake Specialist
Job Type: Full-Time
Pay: Competitive, based on experience
Are you an experienced personal injury intake professional looking to take the next step in your career? Do you thrive in a fast-paced environment and enjoy working with a team? If so, we want to hear from you!
About Us:
At Turnbull, Moak, & Pendergrass, we are dedicated to fighting for our clients and providing exceptional representation. Our firm is growing, and we are looking for an Intake Specialist to join our intake team and ensure a smooth, efficient process for new clients.
Job Description:
- Respond promptly to potential client inquiries via phone, email, online forms, and other communication channels.
- Conduct thorough interviews to gather essential details about the client's personal injury case.
- Assess the merits of the case and determine if it meets the firm's criteria for further review.
- Enter all collected data into the firm's case management system accurately and efficiently.
- Guide potential clients through the sign-up process, including explaining the legal services the firm offers and addressing any questions or concerns.
- Assist with preparing and sending retainer agreements or other required documentation for client signatures.
- Coordinate with legal assistants or attorneys to ensure the seamless onboarding of new clients.
- Maintain and strengthen relationships with medical professionals, service providers, and other referring parties who may send potential clients to the firm.
- Communicate effectively with referral sources to ensure they are kept updated on the status of cases.
- Assist in tracking referral leads and managing the referral network database.
- Actively seek new referral relationships to expand the firm's client base.
- Collaborate with the marketing team to identify and pursue lead generation opportunities, including online advertising, community outreach, and networking opportunities.
- Track case milestones to ensure important deadlines are met in the intake process.
- Communicate case updates to clients as needed until the handover to the legal team.
- Assist with other administrative tasks and special projects as assigned.
Why Join Us?
At Turnbull, Moak, & Pendergrass, we take care of our employees as well as our clients! Our firm offers a highly competitive benefits package, including:
- Competitive Pay – based on experience, with opportunities for growth.
- Fully Paid Health, Dental, and Vision Insurance – The firm covers 100% of the cost for individual coverage, ensuring you have access to top-tier medical benefits at no expense to you.
- 401(k) with Employer Match – Helping you build your financial future with a firm-sponsored retirement plan and matching contributions.
- Generous PTO & Paid Holidays – We recognize the importance of work-life balance and provide ample paid time off, including major holidays.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Free parking
- Health insurance
- Life insurance
- Opportunities for advancement
- Paid time off
- Parental leave
- Referral program
- Retirement plan
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
- No weekends
Experience:
- Intake: 1 year (Required)
- Personal injury law: 1 year (Required)
Ability to Commute:
- Birmingham, AL 35223 (Required)
Work Location: In person