Intake Specialist

The Legal Intake Specialist serves as the first and primary contact for potential clients. Working closely with team leads and management, the Legal Intake Specialist begins the process by performing an evaluation of the potential client's claim and signing up the individual if their claim has merit. This position requires great attention to detail with the ability to multi-ask in a fast-paced environment. Compassion and follow-through are a must for this role.

Essential Functions

·Serve as the primary point of contact and evaluate potential cases based on established criteria and sign those cases over the phone.

·Promptly and professionally answer a high volume of inbound calls.

·Respond to potential clients via phone, email, chat, and text.

·Coordinate and assist with the intake schedules for attorneys or intake attorneys as needed.

·Perform client relation responsibilities to ensure customer satisfaction.

Knowledge, Skills, Abilities

·Strong sales skills.

·Strong verbal, interpersonal, and written communication skills.

·Ability to multitask with interruptions in a fast paced environment.

·Good organizational, time management, and problem-solving skills.

·Ability to exercise flexibility, initiative, good judgment, and discretion.

Education/Experience:

·Bachelor’s degree preferred.

·1-3 years related experience in customer or client services is preferred.