Intake Specialist

Key Responsibilities

• Respond to incoming calls and inquiries from prospective clients
• Gather and document case details accurately and efficiently
• Evaluate potential cases and determine fit and viability
• Ensure each caller feels heard, supported, and confident in next steps
• Guide prospective clients through the sign-up process
• Build rapport and convert qualified leads into signed clients
• Utilize persuasive communication and consultative sales techniques
• Maintain strong relationships with clients and internal teams
• Ensure timely follow-up and consistent communication

Requirements

• 2+ years of experience in sales, call center, or customer service
• Strong communication skills (verbal and written)
• Ability to balance empathy with persuasive sales skills
• Comfortable working in a goal-driven, performance-based environment
• Able to multi-task while typing (40+ WPM)
• Highly organized with strong attention to detail
• Willingness to work evenings, weekends, and flexible schedules as needed
• High School Diploma or GED required
• Preferred: Bilingual (English/Spanish)
• Experience in legal intake or personal injury

Physical Requirements

• The ability to sit for extended periods
• Use hands and fingers for computer and office machine use (including repetitive motions)
• Possess close vision for reading and data analysis
• Occasionally stand and walk
• Perform light lifting of up to 10-25 pounds
• Have clear speaking and hearing abilities to communicate

Benefits

• Competitive compensation (base + performance incentives)
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Flexible Spending Account (FSA)
• Health Savings Account (HSA) with employer contributions
• Employer-paid Life and AD&D Insurance
• Voluntary Life Insurance options
• Employer-paid Short-Term & Long-Term Disability
• Employee Referral Bonus Program
• 401(k) with company match

Equal Opportunity Employer

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.