What are the responsibilities and job description for the Legal Intake Specialist position at Jacobs and Jacobs Law Firm?
Position Summary
Jacobs and Jacobs Injury Law is a growing family business looking to hire an Intake Specialist who is an outgoing, enthusiastic individual with excellent communication skills. An ideal candidate is a good listener, has a friendly helpful attitude, can evaluate potential clients based on our case selection criteria and sign up the potential client (those that meet our criteria) for representation by our firm.
Qualified candidates should have experience in a sales related role, be organized, and have strong customer service skills. The talented individual will meet with clients in-person as well as take live inbound calls and make outbound calls to potential clients.
Core Responsibilities
- Coordinate general evaluation of potential client cases to ensure that they meet our case criteria standards.
- Act as a liason between clients and attorneys/legal team.
- Contact all potential clients coming in via web forms and email.
- Follow up with potential clients to schedule appointments/consultations/sign ups
- Prepare potential client intake paperwork.
- Ensure that every potential client is properly documented in our case management system.
- Accurately track the source of lead in the case management system
- Follow up with Management and/or attorneys to which cases have been referred
Qualifications
- Have pleasant phone etiquette and excellent interpersonal skills
- Have strong client relations skills
- Ability to close the deal
- Have excellent grammar and writing skills
- Exceptional organizational and project management abilities
- Ability to problem solve
- Ability to pay attention to detail and follow procedures
- Ability to proofread documents and prepare correspondence as required
- Must be able to handle multiple assignments and work independently
- This position will require some travel to our various locations
Job Type: Full-time
Pay: $25.00 - $45.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Health savings account
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Puyallup, WA 98372: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Personal injury law: 1 year (Preferred)
Work Location: In person
Salary : $25 - $45