Intake Specialist – Personal Injury Client Relations Specialist

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

📋 Description

• Respond to inquiries from potential clients and conduct intake calls.

• Collect and accurately document pertinent information from prospective clients.

• Assess leads according to the firm's intake criteria.

• Manage the intake process for potential Personal Injury clients.

• Clarify the subsequent steps in the intake process and address general inquiries within the role's scope.

• Schedule consultations and other appointments.

• Assist qualified prospective clients during onboarding and help obtain signed engagement agreements.

• Input and maintain prospective client data in Neos.

• Utilize Nextiva for managing and documenting telephone communications.

• Support administrative tasks and client communications.

• Follow up with qualified leads to promote the completion of the intake process.

• Keep organized and current intake records.

• Collaborate with the legal team to transition qualified leads.

• Clearly communicate intake information to the relevant team members.

• Monitor pending leads and follow up on outstanding information or documentation.

• Provide backup assistance to other team members.

• Ensure a professional, client-centered experience throughout all interactions.

⛳️ Requirements

• Location: Georgia, United States.

• Time Zone: Eastern Standard Time.

• Working hours: 9:00 AM–5:00 PM EST, Monday through Friday.

• Practice area: Personal Injury.

• Previous experience as an Intake Specialist is mandatory.

• Personal Injury intake experience is highly preferred.

• Experience in qualifying leads and converting prospective clients into signed clients.

• Proficient in scheduling consultations and managing prospective client information.

• Exceptional spoken English with clear and easily understood communication for U.S. callers.

• Excellent listening and comprehension abilities.

• Comfortable managing a high volume of inbound and outbound phone communications.

• Spanish language skills are welcome but not required.

• Able to work remotely and collaborate effectively with a small legal team.

• Willingness to provide backup support to other team members.

• Required software: Neos, Nextiva, Microsoft Office 365.

• Resume in .DOC format, in English, without contact details or compensation expectations.

🏝️ Benefits

• Competitive salary.

• Paid Time Off.

• Bonuses.

• 100% remote/home-based position.

• Full-time, long-term career opportunities.

• Parental Leave.

• Professional development and training.

• Dedicated team support.

• Alignment with our clients' core values.