Intake Specialist

Job Description

Job Description

Providence Staffing's client is seeking an experienced and results-driven Intake Specialist to join their personal injury law firm in Birmingham, AL.

The Intake Specialist will play a critical role in the firm by being the first point of contact for potential clients, evaluating their cases, and guiding them through the initial stages of the legal process.

Key Responsibilities :

• Respond promptly to potential client inquiries via phone, email, online forms, and other communication channels.
• Conduct thorough interviews to gather essential details about the client's personal injury case.
• Assess the merits of the case and determine if it meets the firm's criteria for further review.
• Enter all collected data into the firm's case management system accurately and efficiently.
• Guide potential clients through the sign-up process, including explaining the legal services the firm offers and addressing any questions or concerns.
• Assist with preparing and sending retainer agreements or other required documentation for client signatures.
• Coordinate with legal assistants or attorneys to ensure the seamless onboarding of new clients.
• Maintain and strengthen relationships with medical professionals, service providers, and other referring parties who may send potential clients to the firm.
• Communicate effectively with referral sources to ensure they are kept updated on the status of cases
• Assist in tracking referral leads and managing the referral network database
• Actively seek new referral relationships to expand the firm's client base
• Collaborate with the marketing team to identify and pursue lead generation opportunities, including online advertising, community outreach, and networking opportunities.
• Track case milestones to ensure important deadlines are met in the intake process.
• Communicate case updates to clients as needed until the handover to the legal team
• Assist with other administrative tasks assigned by your supervisor as needed.

Qualifications :

• At least 1 year of prior experience working with personal injury firm.
• Strong communication and interpersonal skills with the ability to build rapport quickly.
• Excellent organizational skills and attention to detail.
• Ability to work independently and as part of a collaborative team.
• Proficiency in CRM software and Microsoft Office Suite.
• Ability to manage sensitive client information with the utmost confidentiality and professionalism.

Compensation :

The salary range for this position is $19 per hour.