Intake Specialist/Receptionist
Department: Intake • Employment Type: Full Time • Location: Richmond • Reporting To: Mollie Levar
The Law Office of Bryan Fagan is a firm that excels in family, estate planning & probate, and criminal law matters. We have 11 offices in Texas: 2 offices in Houston (Corporate and River Oaks), and 1 office in Atascocita, Humble, Kingwood, The Woodlands, Austin, Dallas, San Antonio, and Fort Worth.
About the role
We are seeking an experienced and motivated Intake Specialist/Receptionist to join our team. As the first point of contact for most new clients, you will gather case information, qualify leads, and coordinate their entry into our system. You must have strong communication skills, experience with accurate data entry, and the desire to learn common legal terminology. Bring your reliable and upbeat personality to our firm!
Responsibilities
- Meet daily call quota to qualify potential new clients.
- Build rapport with callers via email, phone, or in-person.
- Gather data from inquiries to qualify potential new clients.
- Prepare necessary reports.
- Scan and prepare documents.
- Handle high volume incoming and outgoing calls.
- Follow script to gather information from callers.
- Enter information into an online system.
- Perform front desk reception responsibilities.
- Gather reports at the end of the shift.
Requirements
- 2+ years of experience as an intake coordinator, high-volume receptionist, customer service representative, or office support role.
- Prior experience handling high-volume calls (most preferred).
- Proven computer skills for look-up and data entry.
- Ability to learn new technology and databases.
- Track record of reliability and on-time service.
- Strong verbal, written, or in-person communication skills.
- Highly organized with the ability to prioritize tasks.
- Bilingual in Spanish (preferred).
Benefits
- 401K with matching up to 5%.
- Medical insurance.
- Dental insurance.
- Health insurance.
- Vision insurance.
- Life insurance.
- Long- and short-term disability insurance.