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Intake Specialist
2 months ago
Vaziri Law Group is a recognized and leading Personal Injury Litigation Firm, located in San Gabriel Valley, CA. We are committed to protecting the rights of accident victims. Our aggressive approach, strong negotiation tactics and unwavering dedication to our clients is the foundation of our practice.
We are a resourceful, solution seeking, fast-paced and dynamic team that is currently seeking an Intake Specialist to join our firm.
The firm offers a generous compensation package and eligible employees may earn bonuses awarded in recognition of individual merit-based performance. At Vaziri Law Group eligible employees may also participate in the firm’s comprehensive benefit program including Paid Time Off, health, dental, vision, 401(k) plans and additional education assistance.
Essential Duties:
- Respond to incoming leads from various platforms promptly.
- Conduct initial consultations to assess the potential of new cases.
- Present the firm's services and secure the client's agreement to proceed.
- Update the lead's status in the system as needed.
- Document the lead source if it’s not already captured.
- Ensure clients complete the required agreement.
- For electronic signatures, send the necessary documents via email.
- For in-person signings, arrange an office meeting.
- Collect all pertinent case information.
- Open a new case in the system and upload all relevant documents.
- Notify the appropriate attorney with a case summary and request assignment to a case manager.
- Respond to leads promptly and professionally.
- Accurately assess the viability of potential cases and effectively communicate the firm's value proposition to clients.
- Ensure all client information and case details are thoroughly documented and updated in HubSpot and Smart Advocate.
- Maintain a high level of organization and attention to detail in managing client intake processes.
- Foster positive relationships with potential clients and ensure a smooth transition from intake to case management.
Required Skills and Experience:
- Previous experience in a legal or customer service setting preferred.
- Strong communication and interpersonal skills.
- Speak Mandarin and Cantonese fluently since potential clients are Mandarin and Cantonese.
- Proficiency in using CRM systems (e.g., HubSpot) and case management software (e.g., FileVine, Smart Advocate).
- Ability to work independently and as part of a team.
- High level of professionalism and empathy in client interactions.
Vaziri Law Group, A.P.C. is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex including pregnancy, age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.
External hires must pass a background check. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws, as well as applicable local ordinances, including but not limited to the Los Angeles Fair Chance Ordinances.
Company DescriptionPlaintiff Personal Injury Firm in Los Angeles.Company DescriptionPlaintiff Personal Injury Firm in Los Angeles.
