Legal Intake Coordinator

7 days ago

Lafayette, Louisiana, United States Kenny Habetz Injury Law Lafayette Full time
Job Summary

We are seeking a highly skilled 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:
  • Collect and enter client data into our case management system to ensure a smooth onboarding process and efficient case file management.
  • Set appointments for potential clients that meet our criteria to keep our lawyers' schedules organized and grow our caseload.
  • Collaborate with marketing to develop outbound sales tactics and partnerships with other law firms to bring in new cases.
  • Perform various office tasks such as email correspondence, document management, data organization, and research to maintain peak efficiency.
  • Answer incoming potential client calls, gather relevant information, and accurately enter details into the lead management system.
  • Gather facts, injuries, liability, and insurance coverage to determine the veracity of potential cases.
  • Communicate with clients via phone, email, and in-person meetings to gather and follow up on case information and evidence.
  • Communicate with attorneys about case acceptance and record the source 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, and open new cases promptly and accurately in case management software.
  • Prepare accurate and error-free documents and maintain high standards and core values of Kenny Habetz Injury Law.
  • Build professional relationships with providers, clients, and teammates, maintaining professionalism and composure.
  • Evaluate prospective client inquiries, analyze case fit, and ensure clients feel seen and heard.
  • Assist in training new team members 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.
Requirements:
  • Sales or customer service experience highly valued
  • Background in the legal industry preferred
  • Firm knowledge of spreadsheet and data management, as well as computer skills
  • Ability to 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 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.
  • High school diploma or equivalent required; Associate or Bachelor's degree preferred.
  • Minimum of 1-2 years of experience in a related field (insurance or legal industry is a plus).
  • Familiarity with managing client relationship software and lead management systems is a plus.

We are a fast-growing personal injury firm committed to helping people and their families navigate the insurance process after they have been seriously injured. We maintain a collaborative work environment through strong teamwork, believe in being as efficient as possible, and prioritize client happiness above all else.

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