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Intake Specialist
2 months ago
We are seeking a full-time Intake Specialist to join our team at our Sunset Hills location. We are interested in paralegals with experience, new paralegals who recently obtained their certification (or are working toward their certification), and anyone with a demonstrated interest in criminal law, with or without experience. Prior sales experience is especially helpful, including retail, as a server, or in a call center. A Paralegal Certificate is Not required, but a passion for criminal defense and helping people Is.
Benefits:
- Technology allowance
- Paid time off (PTO)
- Paid holidays
- Occasional work-from-home
- Health insurance stipend
- Disability insurance
- Retirement plan with employer match
$22 - $27 hourly
Responsibilities:Intake Specialists are the first point of contact with the firm and the only opportunity to make a great first impression. Our Intake team answers calls and interview leads, acquires and records case details, obtains relevant documentation, schedules attorney consultations, and completes the sign-up process. The Intake Team must always be friendly, knowledgeable, and diligent as they work with leads to become clients.
The responsibilities for this position include the following:
- Receiving and responding to telephone calls, e-mail messages, text messages, online form submissions, and chatbot engagements
- Managing and utilizing our intake software, which is Lead Docket
- Drafting and sending Legal Services Agreements, Automatic Payment Authorization Forms, and Personal Guaranty Agreements
- Maintaining contact with pending leads
- Scheduling lead consultations with the attorneys
- Revising and improving the intake process
- Meet with your team daily to review new policies, workflow, and priorities
- Back-up responsibilities for other functions in the office, including Client Care and Client Onboarding
- General office support/administrative duties, as needed
The ideal person to fill this role will be an organized, responsible, honest self-starter, with a positive attitude, who is eager to learn and motivated to obtain the best possible outcomes for our clients. This is primarily a sales role, so you should be a “people person” who takes initiative.
Other requirements include:
- Excellent with computers and technology, including LeadDocket, Word, Excel, database software, and Outlook
- Outstanding on the telephone
- Terrific data entry skills
- High attention to detail
- Professional demeanor and great people skills
- Good time management and problem-solving skills
- Strong organizational and follow-up skills
- Ability to work well independently but more importantly as part of a team
- Ability to exercise flexibility, initiative, good judgment, and discretion
Rose Legal Services, LLC based in St. Louis, MO, is a thriving criminal defense and DWI law firm. We focus solely on representing individuals facing charges, arrests, or investigations. We also handle closely related civil litigation like expungements, driver’s license cases, and orders of protection. Our primary goal is securing the best outcomes for clients while ensuring an exceptional client experience. Above all, we believe in SECOND CHANCES.
Our hiring decisions are based on our CORE VALUES:
- Uncompromising Integrity: Genuine integrity in every action, no Saul Goodman aspirations
- Care: Deep concern for clients, their legal matters, our team, and office policies
- Teamwork: Prioritizing client and firm interests over personal agendas
- Growth Mindset: Continuous improvement, education, and adaptation to new technology
- Relentless Focus on Client Experience: We want clients to have an outstanding experience working with us