Intake Specialist

The Intake Specialist begins the integral process of creating case files by signing up new clients and ensuring that all of their relevant information is thoroughly and accurately obtained so that the Pre-litigation Team can readily dive into new cases. The Intake Specialist serves as the first point of contact for the firm's clients. Our ideal candidate has a strong presence on the phone, enjoys being a listener, and is a true go-getter who is not afraid to embrace a sales mindset. Additionally, our ideal candidate must be highly self-motivated, results-driven, and solution-focused. If you have the ability to provide a consistent performance, take ownership, think on your feet, multi-task, pay close attention to detail, and be organized, this is the job for you. Success in this position is a numbers game. How far you go is determined by how many times you decide to hustle and get after it. Additionally, if your goal is to pursue a career in the legal industry, this position allows you to acquire knowledge and experience that can prepare you for roles in pre-litigation and litigation. Apply today!

Primary Responsibilities:

Answer initial inquiries from prospective clients. Conduct preliminary screening of inquiries, including, but not limited to, personal injury, medical malpractice, and workers' compensation. Determine if there is a legal aspect to a prospective client's problem and if the client qualifies and meets the predefined criteria for the case type at hand, making sure that the client feels heard and understood. Open files for new clients in the case management system and prepare physical files for preliminary legal action. Assist with the maintenance of calendars, tasks, and workflows in the case management system and CRM software. Develop reports in the case management system and CRM software. Assist with evidence/information gathering and research in order to efficiently develop new cases. Communicate with administrative team to ensure that correspondence, client education, and other literature are delivered to potential new clients that qualify for preliminary legal action. Perform in-person sign-ups on an as-needed basis. Participate in marketing initiatives such as conducting client surveys and tracking referral source data in order to improve retention rates and client acquisition strategies. Perform other duties as directed by the Intake Manager.

Requirements and Additional Information:

Four-year college or university program certificate; or two to four years related experience and/or training; or equivalent combination of education and experience. Call center experience is a plus. CRM software experience is a plus. Case management software experience is a plus. Sales experience is a plus. Legal industry experience is a plus. Excellent verbal and written communication skills. Detail-oriented, self-motivated, and organized work approach. Strong listening and interpersonal skills. Capacity to learn and adapt. Ability to compile, review, classify, prioritize, analyze, and present data effectively. Commitment to providing high-quality and professional assistance. Willingness to work cooperatively. Dependability, initiative, and concern for the needs of the client. High degree of computer data entry accuracy. Proficiency with the use of technology, including, but not limited to, Microsoft Office suite and computer-based, legal research.

Job Type:

Full-time Pay:

$31,000.00 - $41,000.00 per year

Benefits:

401(k) 401(k) matching Opportunities for advancement Paid time off Ability to

Commute:

Carmel, IN 46032 (Required)

Work Location:

In person