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Injury Law Specialist

2 months ago

Lafayette, Louisiana, United States Kenny Habetz Injury Law Lafayette Full time
Job Title: Legal Intake Specialist

We are seeking a highly skilled and detail-oriented Legal Intake Specialist to join our team at Kenny Habetz Injury Law Lafayette. As a key member of our Intake Department, you will play a crucial role in managing the entire lead process from initial contact to client sign-up for all incoming prospective clients with new case inquiries.

Responsibilities:
  • Answer all incoming potential client calls as soon as possible, gather relevant information regarding a client's potential case, and accurately enter details into the lead management system.
  • Gather details regarding facts, injuries/damages, liability, and insurance coverage to determine the veracity of potential cases.
  • Communicate with clients via phone, text, email, Zoom, and in-person meetings to gather and follow up on case information and evidence.
  • Communicate with attorneys about whether to accept a PNC's case in a timely manner and record the source/origination of all calls received.
  • Perform case-related administrative duties, such as organizing case files, scanning, filing, mailings, and managing a multi-line phone system.
  • Process new client onboarding, establish client files through data entry and paperwork collection, and open all new cases promptly and accurately in case management software.
  • Prepare accurate and error-free documents in a timely manner and ensure all client interactions reflect the high standards and core values of Kenny Habetz Injury Law.
  • Build professional relationships with providers, clients, and teammates, maintaining professionalism and composure when interacting with all employees.
  • Set appointments for potential clients that meet our criteria to keep our lawyers' schedules organized and grow our caseload.
  • Collaborate with marketing on outbound sales tactics and partnerships with other law firms to help bring in new cases.
  • Evaluate prospective client inquiries and phone calls, analyze their case fit, and ensure they feel seen and heard.
  • Assist in training new team members as required and participate in continuous improvement initiatives to enhance the intake process.
  • Maintain thorough and accurate records in compliance with company policies and legal regulations, handling every matter confidentially.
  • Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files.
Qualifications:
  • Efficiently handle and prioritize multiple tasks, projects, and deadlines concurrently.
  • Adapt quickly to changing priorities and demands, maintaining a high level of productivity and accuracy.
  • Foster a positive and collaborative work environment, contributing to the overall success of the team.
  • Exhibit a passion for helping the customers we serve.
  • Previous experience in customer service or sales preferred.
  • Personal injury experience is a plus but not required.
  • Strong computer skills, including proficiency with Microsoft Office products (Excel/Word/PowerPoint) and internet usage.
  • Excellent customer service, communication, and organizational skills.
  • Ability to prioritize workload and multitask in a fast-paced environment while maintaining attention to detail.
  • Strong problem-solving skills and the ability to think critically.
  • Ability to work independently and as part of a team.
  • High level of empathy and understanding when dealing with clients in distress.
  • Commitment to maintaining confidentiality and professional ethics.
  • Adapt quickly to changing priorities and demands, maintaining a high level of productivity and accuracy.
  • Foster a positive and collaborative work environment, contributing to the overall success of the team.
  • Background in the legal or insurance industry preferred.
  • Firm knowledge of spreadsheet and data management.