New Client Intake Specialist (Personal Injury)

Conduct initial contact with all potential clients, treating them with empathy and understanding, while determining whether the firm can help. The intake specialist’s mission is to retain the cases at a rate of 95% or better. If the firm cannot handle the case in-house, the intake specialist’s mission is to place the potential client with a referral partner or another entity that might be able to help the potential client. Responsibilities include attending weekly and daily team huddles, achieving a 95% good call conversion rate, converting pending cases within 3 days, and sending decline letters within 5 days. Establishing rapport with potential clients, answering calls and emails, documenting cases in SmartAdvocate, researching cases, and directing callers to appropriate referrals are also key duties. The role involves weeding out unwanted cases, fostering a positive team environment, and managing administrative tasks such as data entry and conflict checks. The ideal candidate should be positive, confident, charismatic, influential, intelligent, and compassionate, with strong active listening skills and analytical ability. Empathy for injured clients, exceptional communication skills, and organizational skills are essential. Must be able to follow scripts and avoid giving legal advice. Proficiency in computer and typing skills is required, along with the enthusiastic ability to absorb training in case management software. Qualifications include a High School diploma or equivalent, 2 years of direct legal intake experience (personal injury preferred), and the ability to work Monday-Friday 8:00-5:00 Mountain, and rotating holidays. A background check is required and the candidate should be a team player.