Client Intake Specialist
We are hiring an experienced and compassionate intake specialist to join our growing personal injury department. As the first point of contact a potential client has with our office, it’s important that the candidate has a strong passion for helping injured individuals and is warm, empathetic, and friendly.
The individual must also be business-development and sales oriented as the large bulk of the position includes following up with potential clients and signing up cases. A background in legal, customer service and/or sales is preferred, but not required. Fluent in Spanish is also preferred.
The Intake Specialist will handle the following duties:
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· Initial contact with potential client immediately after receiving
· Relentless follow up with all incoming leads through a variety of communication methods (email, text, phone, etc.)
· Complete thorough intake process with potential clients
· Vet incoming leads to determine if they are viable cases
· Log all communication attempts to leads
· Walk potential clients through the claims process/what to expect
· Walk potential clients through new client documents (retainer, HIPAA, etc.)
· Sign and retain new clients
· Establish client’s case file in CASEpeer
· Schedule attorney-client consultations, as needed
· Facilitate introduction between client and case manager upon signing the case
· Generate weekly status reports for management
· Assist case managers with admin tasks for opening claims
Qualifications:
· Customer First Mentality: We aim to provide white-glove, five-star service to every person who contacts our firm, regardless of whether they become a client
· Highly Motivated: You know what needs to be done and when and don’t rely on others to tell you.
· Organized: You possess superior organizational and time management skills. Details are incredibly important.
· Team Player: You work well in a team and can take direction from others.
· Passionate: Most importantly, you thrive on the opportunity to help individuals who have been injured or wronged.
Benefits: Health insurance, paid vacation, monthly office events/outings, paid holidays, 401K, casual atmosphere.
Job Type: Full-time
Pay: $20.00 - $24.00 per hour
Benefits:
- 401(k)
- Bereavement leave
- Health insurance
- Paid jury duty
- Paid sick time
- Paid time off
- Work from home
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: Hybrid remote in Torrance, CA 90501
