Personal Injury Intake Specialist
2 months ago
Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our personal injury law firm is expanding and needs the help of an intake specialist to take our client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need. You'll have an opportunity to help a thriving law firm succeed and make a tangible difference in clients' lives every day. If this sounds like a job you'd love, apply now
Benefits:
- Competitive Pay (commensurate with experience)
- Bonus Opportunities
- Comprehensive health insurance coverage
- Generous paid time off and holidays
- 401(k)
- Opportunities for professional development within the firm
Responsibilities
•Greet clients and visitors warmly, maintaining a professional and welcoming atmosphere
•Answer incoming calls and provide accurate information or direct inquiries as needed
•Manage front desk operations, including scheduling appointments and coordinating meetings
•Conduct client intake interviews, ensuring thorough documentation of client information
•Assist in managing incoming and outgoing correspondence, including mail and emails
•Collaborate with the team to support client matters and provide administrative assistance
•Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases
•Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood
•Set appointments for potential clients that meet our criteria to keep our lawyers' schedules organized and grow our caseload
•Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files
•Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
Qualifications
•Personal Injury/Medical Malpractice intake experience preferred
•Experience with Lead Docket and/or Filevine is a plus. Will train
•Bi-lingual English/Spanish verbal and written communication skills a plus
•Associate or bachelor's degree preferred. Experience in lieu will be considered.
•Strong interpersonal and organizational skills with attention to detail, are a must
•Tech savvy and proficiency in Microsoft Office Suite and able to learn new software quickly
•Strong interpersonal and organizational skills with attention to detail, are a must
•Previous experience with CRM and case management software desired
•Customer service or sales experience a plus
•Possesses outstanding communication skills and sense of empathy
•Previous legal experience highly valued
•High school diploma or equivalent needed, while a Bachelor's degree is desired
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