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Personal Injury Intake Specialist

Turnbull, Moak, & Pendergrass
Birmingham, AL Full Time
POSTED ON 4/29/2025
AVAILABLE BEFORE 6/29/2025

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

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