Intake Specialist

This is a fully remote position, open to applicants in Kentucky.

📋 Description

• Answer incoming calls and inquiries from potential clients.

• Collect and accurately document case information in a timely manner.

• Assess potential cases to determine their suitability and viability.

• Ensure every caller feels acknowledged, supported, and assured about the next steps.

• Assist prospective clients throughout the sign-up process.

• Establish rapport and convert qualified leads into signed clients.

• Employ persuasive communication and consultative sales techniques.

• Achieve or surpass monthly performance and conversion targets.

• Collaborate with the intake management team on case assessment decisions.

• Foster strong relationships with clients and internal teams.

• Ensure prompt follow-up and consistent communication.

• Input and maintain accurate data in the firm's case management system.

• Upload and organize documents and client information efficiently.

• Undertake additional tasks as assigned.

⛳️ Requirements

• Minimum of 2 years of experience in sales, call center, or customer service roles.

• Excellent communication skills, both verbal and written.

• Ability to combine empathy with effective sales techniques.

• Comfortable in a goal-oriented, performance-driven environment.

• Capability to multi-task while typing (40+ WPM).

• Highly organized with a keen attention to detail.

• Willingness to work evenings, weekends, and flexible hours as required.

• High School Diploma or GED is necessary.

• Preferred: Experience in legal intake or personal injury sectors.

• Ability to sit for prolonged periods.

• Ability to use hands and fingers for computer and office machinery, including repetitive motions.

• Close vision required for reading and data analysis.

• Ability to stand and walk occasionally.

• Capability to perform light lifting of up to 10-25 pounds.

• Clear speaking and hearing abilities for effective communication.

• Must be authorized to work in the U.S. (employer participates in E-Verify).

🏝️ Benefits

• Competitive compensation package (base salary plus performance incentives).

• Medical Insurance coverage.

• Dental Insurance coverage.

• Vision Insurance coverage.

• Flexible Spending Account (FSA) options.

• Health Savings Account (HSA) with employer contributions.

• Employer-paid Life and AD&D Insurance.

• Options for Voluntary Life Insurance.

• Employer-covered Short-Term & Long-Term Disability Insurance.

• Employee Referral Bonus Program.

• 401(k) plan with company matching.

• Reasonable accommodations for qualified individuals with disabilities in compliance with applicable federal, state, and local laws.