What are the responsibilities and job description for the Intake Specialist position at Telar Law?
About Us
Telar Law is a fast-growing personal injury law firm committed to delivering outstanding client service and results. Our team sets the tone for client relationships and drives the firm's growth. We are seeking an Intake Specialist who is passionate about client success, thrives in a competitive environment, and brings strong communication and technical skills to support intake and case management processes.
Position Overview
The Intake Specialist will serve as a key point of contact for clients, handling inquiries, providing real-time troubleshooting, and supporting intake and conversion efforts. This role requires a blend of sales acumen, customer service expertise, and technical proficiency to ensure smooth operations and exceptional client experiences.
Key Responsibilities
Client Interaction & Sales
- Engage with potential clients via phone, email, and in-person to provide information and convert inquiries into signed cases.
- Build strong rapport while maintaining a results-driven approach with understanding of data analysis and conversion rates.
- Support client experience through onboarding / sales and cross-selling opportunities when appropriate.
Customer Service & Support
- Respond promptly to client inquiries and resolve issues with professionalism.
- Provide real-time troubleshooting for technical or process-related concerns.
- Maintain accurate records in CRM systems (e.g., Salesforce and related).
Technical & Documentation
- Create and maintain technical documentation for internal processes and client-facing resources.
- Utilize tools such as SharePoint, Adobe, Salesforce, and Slack for communication and documentation.
Collaboration & Process Improvement
- Work closely with intake and case management teams to ensure seamless client onboarding.
- Contribute to process improvements and assist with administrative tasks.
- Maintain task documentation to support ongoing training and improvement.
Work Environment
This is an in-person role based at our Kennewick, WA office. Requires regular interaction with team members and clients onsite.
What We Offer
- Employer paid medical (health/vision/dental) benefits including monthly employer contribution to HSA account
- 401K options with up to 4% Safe Harbor match
- PTO on accrual basis
- Bonus incentives
Salary : $60,000 - $70,000