Legal Intake Specialist

Job Description

Job Description

Anderson Injury Lawyers is an award-winning personal injury law firm with offices in Dallas and Fort Worth. The firm has been helping the community for over 17 years.

We are seeking a highly motivated and detail-oriented Intake Specialist to join our team. The Intake Specialist will be the first point of contact for potential clients and play a crucial role in assessing and evaluating new cases.

This position requires excellent communication skills, empathy, and the ability to give top-notch customer service to our potential clients.

Compensation : $23 Hourly

$23 Hourly

Responsibilities :

• Evaluate PNC (Potential New Client) inquiries to determine their eligibility for the firm’s services.
• Provide compassion, empathy, and exceptional customer service to all potential and current clients.
• Demonstrate sales best practices by signing up eligible PNCs at the firm’s benchmark rate or above.
• Promptly and efficiently follow up with all PNCs if they are not connected with the Intake Department upon their initial inquiry.
• Analyze data, both internal and external, to maximize efficiency in PNC determinations.
• Communicate with the Legal Department to transition PNCs into their respective legal teams.
• Schedule PNC meetings, attorney meetings, on-site signups, and any other appointments required from or by the PNCs.
• Enter data into the firm’s CRM system in order to optimize the PNC’s signup process with the firm.
• Collaborate with the Marketing Department to help optimize the firm’s marketing efforts by providing insights and data about potential new clients.

Qualifications :

• Previous sales experience or previous intake.
• Strong customer service background or skillset.
• Proficiency in all Microsoft Suite programs.
• Previous experience in law, preferably within personal injury law.

About Company

• Health, Dental, & Vision Insurance
• 401k benefits that include a company match and are eligible for immediate enrollment.
• Paid Time Off
• Paid holidays
• Free gym membership
27 days ago