Intake Agent

Intake Agent Kogan & DiSalvo,P.A. - 4.5 Boynton Beach, FL Job Details Full-time $18 - $24 an hour 2 days ago Benefits Profit sharing Paid holidays Health insurance Dental insurance 401(k) Paid time off Parental leave Career development plan Vision insurance 401(k) matching Professional development assistance Referral program Qualifications Spanish Phone communication Intake Personal injury law Meeting scheduling CRM system proficiency Appointment scheduling Legal client intake Personal injury case experience Full Job Description Intake Agent - Personal Injury Join One of Florida's Leading Personal Injury Law Firms Are you passionate about helping people during some of the most challenging times in their lives? Do you thrive in a fast-paced environment where your work directly impacts clients and their families? If so, Kogan & DiSalvo wants to hear from you. For over 30 years, Kogan & DiSalvo has proudly represented injury victims throughout Florida. We are known for our exceptional client service, strong team culture, and commitment to excellence. We are currently seeking an experienced Intake Agent to join our growing team in our Boynton Beach office. Available Shifts 9:00 AM - 6:00 PM 10:00 AM - 7:00 PM Evening and weekend availability required Why Join Kogan & DiSalvo? We believe our employees are our greatest asset. In return for your dedication and hard work, we offer: Competitive compensation Comprehensive medical, dental, and vision insurance Paid time off and paid holidays 401(k) retirement plan with company match Disability benefits Profit-sharing opportunities Performance-based bonuses Professional development and training Internal growth and promotion opportunities Flexible and supportive work environment Transparent leadership and open communication Collaborative team culture Meaningful work helping injured individuals obtain the justice they deserve Key Responsibilities As an Intake Specialist, you will serve as the first point of contact for potential clients and play a critical role in delivering an exceptional client experience.

Your responsibilities will include:

Conducting intake interviews by phone and in person to gather detailed information regarding potential claims Responding promptly to new inquiries and following up on all leads using the firm's seven-touch communication process Scheduling consultations and maintaining appointment calendars Conducting client sign-up meetings in the office, off-site locations, or medical facilities as needed Obtaining signed contracts, authorizations, and supporting documentation Maintaining accurate lead and client information within Litify CRM Reviewing and managing outstanding intake-related tasks daily Gathering and documenting accident details, liability information, injuries, medical treatment history, prior attorneys, and other relevant case information for attorney review Saving and organizing correspondence within the CRM system Managing referral information for medical providers and attorneys Assisting callers by directing them to appropriate resources when the firm is unable to assist Scanning and uploading all intake documentation into the case management system Transferring completed sign-up files to the file-opening team for onboarding Qualifications Prior personal injury intake experience required Excellent communication and customer service skills Strong attention to detail and organizational abilities Ability to manage multiple priorities in a fast-paced environment Comfortable speaking with clients who may be experiencing difficult circumstances Experience with Litify, Salesforce, or similar CRM platforms preferred Professional, positive, and team-oriented attitude If you're looking for a career with a respected Florida law firm that values its employees, rewards performance, and provides opportunities for growth, we encourage you to apply today.

Job Type:

Full-time Pay:

$18.00 - $24.00 per hour

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Parental leave Professional development assistance Referral program Vision insurance

Experience:

Intake:

1 year (Preferred)

Language:

Spanish (Required)

Work Location:

In person