What are the responsibilities and job description for the Intake Specialist position at Stewart & Stewart Attorneys?
Welcome to the Stewart & Stewart Attorneys careers page. Our team is dedicated to representing families and individuals during times of difficult financial and physical tragedy.
But to us, it’s more than just providing high-quality legal services to victims of personal injury accidents. Stewart & Stewart Attorneys has been a family-run business since 1982, and our mission has always been to treat both clients and the entire community like family. We’re proud to be Hoosiers and will always do our part to make our state a wonderful place to live in.
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If you have been involved in an Indiana personal injury accident, contact us at Stewart & Stewart Attorneys. Our Indiana personal injury lawyers represent victims throughout the state, including Carmel and Anderson. We have also successfully advocated for clients throughout the area, including Fort Wayne, Gary, Indianapolis, South Bend. Complete a free online consultation form or call us at (800) 33-33-LAW!
Stewart & Stewart Attorneys have the knowledge and experience to defend your rights in the following areas of Indiana injury law: auto accident, brain injury, drug injury, defective product, fire and burn injury, insurance dispute, medical malpractice, motorcycle accident, nursing home abuse, slip and fall, truck accident, workers’ compensation and wrongful death
Intake Specialist
Primary Duties and Responsibilities:
- Answer initial inquiries from prospective clients.
- Conduct preliminary screening of inquiries, including, but not limited to, personal injury, medical malpractice, and workers’ compensation.
- Determine if there is a legal aspect to a prospective client’s problem and if the client qualifies and meets the predefined criteria for the case type at hand, making sure that the client feels heard and understood.
- Open files for new clients in the case management system and prepare physical files for preliminary legal action.
- Assist with the maintenance of calendars, tasks, and workflows in the case management system and CRM software.
- Develop reports in the case management system and CRM software.
- Assist with evidence/information gathering and research in order to efficiently develop new cases.
- Communicate with administrative team to ensure that correspondence, client education, and other literature are delivered to potential new clients that qualify for preliminary legal action.
- Perform in-person sign-ups on an as-needed basis.
- Participate in marketing initiatives such as conducting client surveys and tracking referral source data in order to improve retention rates and client acquisition strategies.
- Perform other duties as directed by the Intake Manager.
Requirements and Additional Information:
- Four-year college or university program certificate; or two to four years related experience and/or training; or equivalent combination of education and experience.
- Call center experience is a plus.
- CRM software experience is a plus.
- Case management software experience is a plus.
- Sales experience is a plus.
- Legal industry experience is a plus.
- Excellent verbal and written communication skills.
- Detail-oriented, self-motivated, and organized work approach.
- Strong listening and interpersonal skills.
- Capacity to learn and adapt.
- Ability to compile, review, classify, prioritize, analyze, and present data effectively.
- Commitment to providing high-quality and professional assistance.
- Willingness to work cooperatively.
- Dependability, initiative, and concern for the needs of the client.
- High degree of computer data entry accuracy.
- Proficiency with the use of technology, including, but not limited to, Microsoft Office suite and computer-based, legal research.
Salary Range: $31,000 – $41,000 (commensurate with experience)
Salary : $31,000 - $41,000