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Legal Intake Specialist

Accelerate Now
Buffalo, NY, US
$35K-$50K a year
Full-time

As an Intake Specialist your job is to monitor, contact, report and track new case leads while

providing a superior customer service experience. You will also be available to assist the team as

a whole with any tasks that may arise and / or any tasks assigned by management. Active listening, multi-tasking, empathy, and setting clear expectations with an injured party are crucial to success in this role.

Key Points

  • MUST RESPOND AND HANDLE NEW LEADS IMMEDIATELY!
  • NEW CASES ALWAYS COME FIRST! Remember when prioritizing the day.
  • FOLLOW-UPS ARE CRUCIAL! THE MORE AGGRESSIVE YOUR FOLLOW-UP ROUTINE IS, THE MORE CASES YOU WILL SIGN.
  • COMMUNICATION IS CRUCIAL WITH YOUR TEAM SO THAT PROBLEMS ARE AVOIDED OR RESOLVED AS QUICKLY AS POSSIBLE.

Compensation :

$35,000 - $50,000 yearly

Responsibilities :

  • Monitor for inbound leads via phone, text, social media, or email
  • Follow up throughout shift with chase and opportunities status leads
  • Enter all incoming leads into Lead-Docket
  • Submit New Case List daily by 4 : 00 pm
  • Complete intake for new clients
  • Set up medical treatment or notify case manager where the client would like to treat
  • Assign new cases to case management
  • Update and maintain Medical Providers List
  • Submit daily KPIs by the end of day every Friday

Qualifications :

  • Must have at least one year of sales experience
  • Must be empathetic
  • Excellent verbal and written communication skills
  • Proficiency with Microsoft Office
  • Excellent interpersonal skills and enjoy helping people
  • Ability to work independently and proactively, manage competing priorities and deadlines, exercise sound judgment, and take ownership of issues and matters through their successful conclusion
  • You are a good team player and want to work in a team environment.
  • Spanish fluency is a plus

About Company

Accelerate Now was formed in 2014. We specialize in providing high-quality digital marketing services for lawyers across the country.

We have grown steadily over the years but we are now experiencing explosive growth.

Accelerate Now is located in a historic building on Linwood Ave in Buffalo NY. We have plenty of private off-street parking so getting in and out of our building is a breeze.

We offer our team members competitive salaries based on ability and experience.

We offer our full-time employees a complete benefits package that includes medical, dental, vision and flexible spending, health savings accounts, and 401k plans (100% match on the first 6%).

Only the top 1% of companies offer 401k plans offer with such a high employer contribution.

We also offer paid time off days (accrued monthly) - along with our normal company holidays. Benefits : 401(k) matching, Dental insurance, Flexible spending account

30+ days ago
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