Intake Specialist

Job Description

Job Description

TITLE : Intake Specialist

SALARY : Competitive base salary, plus up to $6,000 in monthly bonus.

SCHEDULE : Tuesday to Saturday, 8AM - 5PM

Monday to Friday, 9AM - 6PM

Monday to Friday, 8AM - 5PM

REQUIREMENTS : High School Diploma or GED; (1) year previous sales or customer service experience preferred, not required

MIKE’S GOT THIS! DiPasquale Moore is a premier personal injury law firm headquartered in the heart of Kansas City, Missouri.

Founded in 2013 by Mike DiPasquale and Jason Moore, the firm has and continues to grow, as we provide our clients with the professionalism and compassionate legal representation after a traumatic and sometimes life altering event of a personal injury.

Purpose and Value to the Team :

Our Intake team provides a vital service to the firm as it is the initial introduction of our firm to our potential new clients via phone, email, and text.

Each Intake team member has a significant impact on our Firm’s client satisfaction, client retention and overall success.

Duties & Responsibilities :

Manage the full Intake process from incoming call through signature of our Firm Representation Agreement, while providing great customer service.

This process can contain each of the following :

• Answer inbound calls from potential clients
• Educate the potential client on the firm’s unique capabilities to achieve the maximum financial recovery from their injury
• Work collaboratively with Attorneys and other teams to determine the case eligibility
• Follow up with potential clients throughout the Intake process to answer any questions or address any concerns
• Coordinate with Investigators and Attorneys for in-home client visits and initial consultations when necessary
• Work closely with other Intake team members to balance workload and contribute to the overall team’s success
• Actively impact the Intake team’s results in achieving weekly, monthly, and annual targets
• Safeguard client privacy & confidentiality
• Manage multiple calendars and referral databases
• Verbal and written communications skills required in English; bilingual abilities are a plus

Knowledge and Skills :

• A quick thinker with strong interpersonal skills
• An excellent verbal communicator who is capable of spending most of the day on the phone
• Empathetic throughout conversations with clients
• A detail-oriented multitasker who can effectively manage their time
• A goal-setter who holds themselves accountable to their results
• Ability to successfully manage pipeline of potential clients from initial call through sign-up
• Dedicated to following up with potential client(s) for maximum results

Employee Perks :

• Benefits package Health, Vision & Dental Insurance
• 3 weeks (120) hours of PTO
• 401(k) matching retirement plan up to 4% match
• Paid Holidays
• Free on-site parking garage
• Work-life balance
• Stability - become an integral member of an energetic team in a growing law firm

EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER

DiPasquale Moore, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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