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Battaglia, Ross, Dicus & McQuaid, P.A.

Case Evaluator

Entry-Level JobVerifiedNo experience needed
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Job Description

Job Title:
Intake Specialist/Case Evaluator (Bilingual a plus) Our team handles a diverse range of legal matters, including personal injury, criminal law, real estate, estate planning and probate, business law, and general civil issues. We are currently seeking a reliable and dedicated Intake Specialist to join our team. Our Offerings for Team Members The opportunity to be the first point of contact for a legal team with more than 65 years of experience A collaborative, caring, and supportive team Exposure to a wide variety of legal areas Benefits for full-time employees (waiting periods may apply) Who We Are Battaglia, Ross, Dicus & McQuaid, P.A., one of the leading law firms in the Tampa Bay area, was established in 1958. For 65 years, we have provided personal, timely, and cost-effective representation to individuals and businesses in the greater Tampa Bay area, throughout Florida, and across the United States. Due to our tremendous growth in recent years, we are seeking assistance to manage this success. Our offices are located in St. Petersburg, Riverview, Tampa, Denver, and Colorado Springs. Visit us at Position Overview The Intake Specialist/Case Evaluator will answer incoming phone calls from potential new clients (PNCs) seeking legal representation. This role requires strong listening skills, close attention to detail, and a compassionate demeanor to assist callers effectively. Schedule Full-time position Availability from 1 p.m. to 9 p.m., including weekends and some holidays Currently needing afternoon coverage on weekdays & from 10 a.m. to 6 p.m. on weekends
Key Responsibilities:
Answer incoming phone calls from potential new clients seeking legal services. Discuss client needs and accurately document information for follow-up by firm staff and the attorneys. Use online technology to manage calls, conduct live chats, document information, and exchange relevant documents. Create intake files for new clients Maintain detailed records of calls in a Google database (similar to Excel) Follow up on leads to ensure they have been addressed appropriately
Qualifications:
Excellent communication skills (Spanish a plus) Exposure to legal services or legal intake is preferred Excellent phone communication skills are essential Must be extremely reliable and focused during scheduled work hours Proficiency in MS Office (Excel and Word) and/or Google Workspace (Sheets and Docs) preferred Ability to work independently and follow specific instructions The capability to multitask by handling incoming calls while utilizing digital communication technology Understand that the role does not involve providing legal advice, but focuses on information capture Must be able to screen calls and professionally decline services in areas outside the firm's practice Required to have a newer laptop for managing incoming chats and documenting call information Availability to work on weekdays, evenings, weekends, and holidays Must pass a background check No legal experience not needed If you are a motivated and reliable individual with a passion for helping others, we invite you to apply for this exciting opportunity! Application Question(s): Do you have a computer at home with a quiet workspace? Where do you reside (city and zip code only)?
Pay:
$19.00 - $22.00 per hour
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance Work from home
Work Location:
Remote

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Health Insurance
  • Dental Insurance