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Client Intake Specialist

Ward Law Group, PLLC
New York, NY Full Time
POSTED ON 3/4/2025
AVAILABLE BEFORE 5/29/2025

Job Description

Job Description

Company Description

The Ward Law Group, voted best places to work for the past two years is where your work really matters! Where serving the community and genuinely driving results have made us a leader in personal injury. We offer an innovated and fast paced ever evolving environment that allows you to earn as you grow. We empower our employees to make the best decision to impact our clients through collaborative team efforts.  We are a nontraditional, highly accountable, yet vibrant group of professionals. Get ready to experience a comfortable atmosphere as our onboarding process allows for a soft place to land.”

Our core values are service to our clients, service to our teammates, and service to the community. Along with faith, accountability, leadership, and loyalty

Job Description

As a Client Intake Specialist here at Ward Law Group, you will be working in a fast-paced and growing work environment, where you will put your customer service and sales knowledge and skills in action to help our clients and at the same time you will learn and develop new sales skills and growth your professional path. You will be working with our investigator team to help our prospective new clients over the phone with their questions, do’s and don’ts when involved in a car accident and so much more. You will guide our new and prospective clients through a hard and stressful time to find the best solution for their medical care and compensation for the injuries they have.

You will receive inbound calls and also meet in person in our office with our prospective new clients and will help them with great customer service skills to obtain the best legal service in the market.

If you love helping people, and putting your sales and customer service skills into action over the phone this is the job for you!

Client Intake Specialist job duties but not limited are :

  • Answer inbound calls from potential new clients.
  • Make outbound calls in a timely manner for follow-up when needed.
  • Help potential new clients with their questions.
  • Review carefully each case information.
  • Guide them patiently with the onboarding process.
  • Collect the information needed for each particular case.
  • Request attorney assistance when needed.
  • Creation of new intakes in an organized manner.
  • Communicate with other team members to effectively resolve problems.
  • Ensure all paperwork is properly completed and signed.

Qualifications

Client Intake Specialist Qualifications :

  • Legal experience is not required, training will be provided.
  • Must have the ability to speak Spanish and English fluently.
  • Availability to work Monday through Friday (9 : 00 am EST to 5 : 30 pm EST and 1 Saturday and 1 Sunday per month (9 : 00 am EST to 2 : 00 pm EST).
  • Upbeat and energetic personality
  • Excellent and effective verbal communication skills
  • One (1) year of sales experience.
  • Additional Information

    All your information will be kept confidential according to EEO guidelines.

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