Intake Specialist

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

📋 Description

• Handle incoming calls and inquiries from potential clients.

• Accurately and efficiently collect and document case details.

• Assess potential cases to determine their suitability and viability.

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

• Assist prospective clients with the sign-up process.

• Develop rapport and convert qualified leads into signed clients.

• Apply persuasive communication and consultative sales methods.

• Achieve or surpass monthly performance and conversion targets.

• Work collaboratively with the intake management team on case evaluation decisions.

• Foster strong relationships with clients and internal teams.

• Ensure prompt follow-up and maintain consistent communication.

• Input and maintain precise data in the firm’s case management system.

• Upload and organize client documents and information.

• Carry out 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 balance empathy with persuasive sales techniques.

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

• Ability to multitask while typing at a speed of 40+ WPM.

• Highly organized with a keen attention to detail.

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

• High School Diploma or GED is required.

• Preferred: Bilingual in English and Spanish.

• Preferred: Experience in legal intake or personal injury.

• Ability to sit for extended periods and utilize hands and fingers for computer and office equipment, including repetitive motions.

• Close vision for reading and data analysis tasks.

• Capability to stand and walk occasionally.

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

• Clear speaking and hearing capabilities for effective communication.

• Authorization to work in the U.S. will be verified through E-Verify following acceptance of a job offer and completion of Form I-9.

🏝️ Benefits

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

• Medical insurance coverage.

• Dental insurance options.

• Vision insurance available.

• Flexible Spending Account (FSA).

• Health Savings Account (HSA) with contributions from the employer.

• Employer-paid Life and Accidental Death & Dismemberment Insurance.

• Options for voluntary life insurance.

• Employer-sponsored Short-Term and Long-Term Disability Insurance.

• Employee Referral Bonus Program.

• 401(k) plan with company matching.

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