What are the responsibilities and job description for the Intake Specialist position at The Matian Firm, APC?
Our office is looking to hire an experienced Personal Injury Intake Specialist with a desire to grow within the legal industry. This position must be staffed by an individual who is business development oriented and works well with people. The ideal candidate will be customer service and sales oriented and possess the experience to screen potential client calls on personal injury cases. You will bring operational excellence to a team that handles a large volume of incoming client calls and you will work directly with the Supervising Attorney throughout the Intake process.
Responsibilities
- Fully screen intake calls
- Persistently monitor all potential new client inquiries (email, internet, phone and referrals)
- Immediately contact every potential client and establish relationship with client
- Follow up with pending inquiries
- Update logs and reporting systems to reflect status of all potential new clients
- Conduct potential new client interviews with genuine empathy and compassion
- Schedule appointments for potential clients (if necessary)
- Take accurate notes during the attorney-client initial consultation
- Collaborate with our attorneys to complete the initial consultation process
- Assist attorneys with administrative tasks related to opening new cases and maintaining databases
- Follow instructions from the supervising attorney and perform accordingly
- Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets (can maintain complex spreadsheets)
Qualifications
- Bilingual (English/Spanish) preferred, but not required
- Minimum of 1-2 years of Personal Injury Intake experience in a law firm setting
- Case Management software experience is a major plus
- Management experience
- Resourceful and motivated when issues arise
- Customer service attitude
Here at The Matian Firm, we offer medical, dental, and vision insurance. We have a great compensation package including a 401(k) plan. Some perks include complimentary parking, paid time off, and more! Come be a part of our growing firm and its opportunities for career development. You will learn and develop alongside a team of professionals with a focus on excellence in the legal industry.
The Matian Firm, APC is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, sexual orientation, national origin, age, disability, veteran status or genetics. We're dedicated to providing an inclusive, open, and diverse work environment.
