THE ROLE:

Duties as an Intake Coordinator would be to accompany each of our clients throughout their relationship with our firm, from the very first time they contact our office, through intake, engagement, and onboarding. You would be an intake specialist, one who will initially introduce the clients to our firm and follow up to ensure that their questions are answered and that they are equipped with the information they need to engage our services. The intake specialist follow-up process constitutes as major part of the role.

This position requires a person who is positive, energetic, compassionate, and friendly, who enjoys talking to people, and with a natural inclination to want to help anyone they’re talking to. Since telephone correspondence is a core and significant responsibility of this position, and since it will consume a significant amount of your time every day, excellent phone etiquette and corresponding confidence are necessary.

Duties and Responsibilities:

• Conduct comprehensive in-person, telephonic, & virtual meetings with potential new clients to perform a needs analysis.
• Maintain a tracking system to monitor leads, new clients, & referral sources.
• Follow up with potential new clients who have not yet retained our services.
• Produce weekly lead conversion & cost of acquisition reports for review
• Manage client feedback and reviews
• Prepare prospective clients for entering into an engagement with an attorney but do not give legal advice or quote fees as governed by the Professional Code of Conduct.

Client Intake Coordinator Qualifications:

• You have a long & successful history of customer service & sales experience.
• You are genuinely compassionate & can exhibit empathy to people facing life-altering charges or personal injuries.
• You are an expert at building long-lasting positive relationships and understand that means frequently taking calls after regular business hours and on the weekends.
• You are tech-savvy & proficient with calendar programs, Microsoft Office, and CRM software.
• You love creating & following procedures & systems because they make your job and others' jobs easier.
• You communicate with leads, clients, business partners, opposing counsel, court employees, & your teammates with a sincere and warm smile, especially on your bad days.
• You have strong grammar and proofreading capabilities.
• You can work independently with exemplary time management skills to maximize efficiency by prioritizing your workload.
• You know how to create a sense of urgency, promote value, and close a sale.

Job Location:

In-office at 2851 S. Parker Road, Aurora, CO. WFH available depending on day's schedule

Perks and Benefits

• Medical
• 401(k) with up to 3% matching
• Accumulating PTO (up to 3 weeks per year) 15 paid additional holidays
• Gym membership

We understand the complexities of navigating new opportunities in the legal space. You can trust that all employment inquiries are kept strictly confidential.

Job Type: Full-time

Pay: From $40,000.00 per year

Benefits:

• Gym membership
• Paid time off

Schedule:

• Monday to Friday

Application Question(s):

• How many years of experience do you have as Intake Specialist?

Work Location: Hybrid remote in Aurora, CO