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Legal Intake Specialist

3 months ago

Fort Worth, United States Anderson Injury Lawyers Full time
Job DescriptionJob Description

Anderson Injury Lawyers is an award-winning personal injury law firm with offices in Dallas and Fort Worth. The firm has been helping the community for over 17 years.


We are seeking a highly motivated and detail-oriented Intake Specialist to join our team. The Intake Specialist will be the first point of contact for potential clients and play a crucial role in assessing and evaluating new cases. This position requires excellent communication skills, empathy, and the ability to give top-notch customer service to our potential clients. 

Compensation:

$23 Hourly

Responsibilities:
  • Evaluate PNC (Potential New Client) inquiries to determine their eligibility for the firm’s services.
  • Provide compassion, empathy, and exceptional customer service to all potential and current clients.
  • Demonstrate sales best practices by signing up eligible PNCs at the firm’s benchmark rate or above.
  • Promptly and efficiently follow up with all PNCs if they are not connected with the Intake Department upon their initial inquiry.
  • Analyze data, both internal and external, to maximize efficiency in PNC determinations.
  • Communicate with the Legal Department to transition PNCs into their respective legal teams.
  • Schedule PNC meetings, attorney meetings, on-site signups, and any other appointments required from or by the PNCs.
  • Enter data into the firm’s CRM system in order to optimize the PNC’s signup process with the firm.
  • Collaborate with the Marketing Department to help optimize the firm’s marketing efforts by providing insights and data about potential new clients.
Qualifications:
  • Previous sales experience or previous intake.
  • Strong customer service background or skillset.
  • Proficiency in all Microsoft Suite programs.
  • Previous experience in law, preferably within personal injury law.
About Company
  • Health, Dental, & Vision Insurance
  • 401k benefits that include a company match and are eligible for immediate enrollment.
  • Paid Time Off
  • Paid holidays
  • Free gym membership