The Intake Specialist performs initial consultations with clients to determine which services best fit their situation. This role involves gathering information, assessing client needs, and ensuring a smooth entry into the firm.
Requirements
- Learn, memorize, and research case types based on Attorney's guidelines
- Conduct one-hour interviews with potential clients and initiate a potential case type based on Attorney's direction
- Lead Interviews with approved sales scripts and empathy to build rapport with potential clients
- Educate clients on the benefits of partnering with our firm and the payment options available to them
- Convert potential leads into admitted clients based on benefits and values of each case type
- Schedule and follow up with all leads that have potential case types to clarify information, answer questions, and encourage engagement with the firm
- Responsible for sending contracts to clients following down payment
- Stay up to date on weekly legal training with firm attorneys
Benefits
- 401k Match
- Medical, Dental, & Vision Insurance
- Options for Health Savings Account or Flexible Spending Account
- Dependent Care FSA
- Basic Life Insurance
- Voluntary Life & AD&D
- Disability Insurance
- Hospital Indemnity Insurance
- Employee Assistance Program
- Calm App Subscription
- Paid Time Off
