What are the responsibilities and job description for the Intake specialist position at The 702 Firm?
Job Summary
THE702 FIRM is seeking a full-time Case Consultant / Intake Specialist to help facilitate the process from initial screening and pre-qualifying of new leads to providing potential client and case details to the appropriate legal team for review.
The Intake Specialist is an integral member of our legal team as one of the first points of contact for prospective personal injury clients to our firm.
This person is responsible for efficiently handling and processing live phone calls, website inquiries, and referrals related to a wide variety of personal injury, medical malpractice, mass tort, sexual abuse, and defective product cases.
They will work closely with the attorneys and case managers to respond to potential inquiries in a timely manner while helping improve intake and client acquisition efforts.
Duties / Responsibilities
- Provide positive interactions with potential clients while helping them navigate the first step of their personal injury claim.
- Organize, prioritize, and process a high volume of inquiries daily following standard protocols.
- Collect contact information and accurately summarize relevant case-related information using the firms' intake software and custom database management system.
Follow up with potential clients as needed and manage referrals to / from other law firms.
- Develop a thorough understanding of the firm's specialized practice areas, internal systems, and many nuanced intake procedures.
- Build productive and trusted working relationships with team members of all levels.
- Evaluating prospective clients' claims to determine whether they're in line with the areas of practice and experience of the firm.
- Scheduling initial consultation appointments with attorneys for promising potential candidates
- Take on new / different / challenging assignments to meet business needs, as well as handle administrative tasks and special projects as needed.
This position does acts as the firm's back-up receptionist.
Required Skills / Abilities
- Minimum 3 years of legal intake experience in a Personal Injury Law Firm.
- Certification in related field.
- Strong customer service skills and ability to communicate effectively with patience, empathy, and compassion to ensure a positive interaction with potential clients from various backgrounds and circumstances.
- Strong writing skills and ability to identify key takeaways from conversations to form clear, concise, and cohesive case summaries.
- Ability to work independently, handle multiple projects efficiently, and easily adapt to changing workloads and priorities.
- Experience with data entry; ability to quickly learn new software technologies and multiple systems.
- High level of professionalism, judgment, discretion, responsiveness, and initiative.
- Bilingual, English & Spanish
Salary is DOE
Last updated : 2024-09-21
Salary : $24 - $28