Intake Specialist
5 months ago
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.
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.
-
Intake and Certification Specialist
1 week ago
Dallas, Texas, United States AMERICAN GI FORUM NATIONA Full timeJob SummaryThe Intake and Certification Specialist is a vital support position that assists veterans' families in seeking assistance from our organization. This role provides initial information on program services to applicants and performs intake procedures to determine eligibility. The specialist must also maintain confidentiality of documents and ensure...
-
Intake Specialist
4 weeks ago
Dallas, United States Lisinski Law Firm Full timeFirm Mission Statement Our mission is to change as many lives as possible by offering immigration solutions even in the most difficult cases. We look at all possible options to keep our clients in the United States with their families where they belong. We stand ready to fight even when success seems unsure because we understand how much better life can be...
-
PAS Intake Specialist
4 weeks ago
Dallas, United States The University of Texas Southwestern Medical Center Full timeJoin UT Southwestern as a PAS Intake Specialist at Simmons Cancer Center and join a group of healthcare professionals dedicated to providing the best of care. The PAS Intake Specialist is responsible for coordinating patients new patient appointments Cancer, Intake, Specialist, Healthcare, Medical, Benefits
-
Intake Specialist
4 weeks ago
Dallas, Texas, United States AMERICAN GI FORUM NATIONA Full timeJob SummaryWe are seeking a highly skilled and compassionate Intake-Certification Specialist to join our team at the American GI Forum National Veterans Outreach Program (NVOP). As a key member of our support services team, you will play a vital role in assisting veterans and their families in accessing the resources they need to succeed.Key...
-
Intake Specialist
4 weeks ago
Dallas, United States Lisinski Law Firm Full timeFirm Mission Statement Our mission is to change as many lives as possible by offering immigration solutions even in the most difficult cases. We look at all possible options to keep our clients in the United States with their families where they belong. We stand ready to fight even when success seems unsure because we understand how much better life can be...
-
Intake Specialist
2 months ago
Dallas, United States Cloud Rx Pharmacy Full timePosition Summary At CloudRx, we are seeking a skilled and detail-oriented Intake Specialist to join our team. As an Intake Specialist, you will be primarily responsible for handling patient chats, assisting clients with their inquiries, and ensuring efficient transfer of calls to appropriate teams when necessary. In addition, you will play a key role in data...
-
Intake Specialist Hybrid Dallas, TX
3 weeks ago
Dallas, United States Elara Caring Network Full timeHealthcare Intake Specialist. Hybrid Opportunity Dallas, TX At Elara Caring, we care where you are and believe the best place for your care is where you live. We know theres no place like home, and thats why our teams continue to provide high-qual Intake, Specialist, Healthcare, Customer Service
-
Intake Coordinator
4 weeks ago
Dallas, Texas, United States Lisinski Law Firm Full timeJob Title: Intake SpecialistAbout the Role:The Lisinski Law Firm is seeking a highly skilled Intake Specialist to join our Business Development team. As an Intake Specialist, you will play a critical role in driving revenue by delivering exceptional service to our clients.Key Responsibilities:Participate in comprehensive training programs to learn about the...
-
Intake Coordinator
2 weeks ago
Dallas, Texas, United States Heard & Smith, LLP Full timeIntake Specialist OpportunityHeard and Smith, LLP is seeking a highly motivated and compassionate Intake Specialist to join our team. As the first point of contact for potential clients, you will play a critical role in guiding them through the Social Security Disability (SSD) and/or Social Security Income (SSI) application process.Key Responsibilities:Build...
-
Senior Client Intake Specialist
1 month ago
Dallas, Texas, United States The Matian Firm, APC Full timeSenior Client Intake SpecialistWe are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. As a key member of our client services team, you will be responsible for providing exceptional customer service and ensuring a seamless client experience.Responsibilities:Client Screening: Screen telephone calls and emails to...
-
Senior Client Intake Specialist
2 weeks ago
Dallas, Texas, United States The Matian Firm, APC Full timeJob Title: Senior Client Intake SpecialistWe are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. As a key member of our client services team, you will be responsible for providing exceptional customer service and ensuring a seamless client experience.Key Responsibilities:Screen telephone calls and schedule...
-
Senior Client Intake Specialist
2 weeks ago
Dallas, Texas, United States The Matian Firm, APC Full timeSenior Client Intake SpecialistWe are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. As a key member of our client onboarding process, you will be responsible for screening potential clients, obtaining case details, and collaborating with our attorneys to complete the initial consultation process.Key...
-
Legal Intake Coordinator
2 weeks ago
Dallas, Texas, United States Anderson Injury Lawyers Full timeJob Title: Legal Intake SpecialistAnderson Injury Lawyers is a renowned personal injury law firm with a strong presence in Dallas and Fort Worth. With over 17 years of experience in serving the community, we are seeking a highly motivated and detail-oriented Intake Specialist to join our team.Key Responsibilities:Evaluate Potential New Client (PNC) inquiries...
-
Pharmacy Intake Specialist
4 weeks ago
Dallas, Texas, United States Cloud Rx Pharmacy Full timeJob DescriptionAt CloudRx Pharmacy, we are seeking a skilled and detail-oriented Pharmacy Intake Specialist to join our team. As a Pharmacy Intake Specialist, you will be primarily responsible for handling patient inquiries, assisting clients with their medication-related concerns, and ensuring efficient transfer of calls to appropriate teams when necessary....
-
Legal Intake Specialist
2 weeks ago
Dallas, United States Campbell Legal Search Full timeOur busy Law firm is seeking a 2+ year Bilingual Legal Intake Specialist who is efficient and has great communications skills Responsibilities include:Answer incoming calls – English and Spanish.Evaluate new client inquiries to determine if they are a fit for the Firm.Follow-up with potential clients.Signing up eligible potential new clients by sending out...
-
Legal Intake Specialist
2 weeks ago
Dallas, United States Campbell Legal Search Full timeOur busy Law firm is seeking a 2+ year Bilingual Legal Intake Specialist who is efficient and has great communications skills Responsibilities include: Answer incoming calls English and Spanish. Evaluate new client inquiries to determine if they are a fit for the Firm. Follow-up with potential clients. Signing up eligible potential new clients by sending...
-
Intake Specialist Hybrid Dallas, TX
3 weeks ago
Dallas, United States Elara Caring Full timeAt Elara Caring, we have a unique opportunity to play a huge role in the growth of an entire home care industry. Here, each employee has the chance to make a real difference by carrying out our mission every day. Join our elite team of healthcare professionals, providing the Right Care, at the Right Time, in the Right Place. Job Description: Healthcare...
-
Legal Intake Coordinator
2 weeks ago
Dallas, Texas, United States Campbell Legal Search Full timeJob Title: Legal Intake SpecialistCampbell Legal Search is seeking a highly skilled and bilingual Legal Intake Specialist to join our team. As a key member of our intake team, you will be responsible for handling incoming calls, evaluating new client inquiries, and setting up new cases in our system.Responsibilities:Client Communication: Answer incoming...
-
Intake Specialist Hybrid Dallas, TX
3 weeks ago
Dallas, United States Elara Caring Full timeAt Elara Caring, we have a unique opportunity to play a huge role in the growth of an entire home care industry. Here, each employee has the chance to make a real difference by carrying out our mission every day. Join our elite team of healthcare professionals, providing the Right Care, at the Right Time, in the Right Place.Job Description:Healthcare Intake...
-
PAS Intake Specialist, Radiation Oncology
1 week ago
Dallas, United States The University of Texas Southwestern Medical Center Full timeWHY UT SOUTHWESTERN? With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we strive to provide the best possib Intake, Specialist, Oncology, Radiation, Healthcare, Benefits