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Sr. Intake Specialist

2 months ago

Newport Beach, United States Omicrown Full time

Position Overview: We are seeking a highly experienced Intake Specialist with a minimum of 10 years of experience in law firm intake. The ideal candidate will possess a strong sales background and a proven track record in closing cases. This role is critical in ensuring potential clients receive the best initial experience with our firm, setting the tone for the excellent service we provide.


Key Responsibilities:

  • Manage incoming calls and inquiries from potential clients with professionalism and empathy.
  • Conduct thorough initial screenings to determine case viability.
  • Gather and document detailed information from potential clients to ensure accurate case assessment.
  • Effectively communicate the firm’s services and the benefits of legal representation.
  • Utilize strong sales techniques to convert leads into clients.
  • Collaborate with attorneys and other staff to ensure a seamless intake process.
  • Maintain accurate and up-to-date records of all client interactions and case details.
  • Follow up with potential clients to answer questions and address concerns, ensuring high conversion rates.
  • Provide exceptional customer service to create a positive first impression of the firm.


Qualifications:

  • Minimum of 10 years of experience in law firm intake.
  • Strong sales background with a proven track record in closing cases.
  • Excellent communication and interpersonal skills.
  • Ability to handle sensitive information with discretion and professionalism.
  • Highly organized with strong attention to detail.
  • Proficient in using case management software and other relevant technology.
  • Ability to work independently and as part of a team.
  • Bilingual skills are a plus.


What We Offer:

  • Competitive salary, bonuses, and benefits package.
  • A supportive and collaborative work environment.
  • Opportunities for professional growth and development.
  • The chance to make a significant impact on the lives of our clients.