The Intake Specialist will be handling client calls and qualifying them for services. This individual must be persuasive to sell the services to the clients.
Location: Los Angeles, CA
Full-Time
Key Responsibilities:
Speek with potential clients to gather initial case information and qualify the case based on certain criteria while building rapport.
Signing up potential clients via E-Signature including obtaining all supporting documents.
Working under the firm’s Intake Manager to determine viability of potential cases.
Keep track of potential cases and scheduling follow up calls.
Update the firm’s database in a timely manner.
Build strong rapport with potential clients.
Open to working some weekends and after work hours.
Process and code cases with Filevine.
Job Requirements:
Ability to communicate effectively with a range of individuals.
Active listening skills.
Excellent interpersonal social skills.
Ability to exhibit compassion, empathy, and professionalism when communicating with potential and current clients.
Ability to work alone or as part of a team.
Ability to pay very close attention to detail.
Ability to manage their time and multi-task effectively.
Ability to maintain composure and professionalism under pressure.
Proficiency in Microsoft Office Suite, Google Docs and Internet (FIlevine a plus).
Bi-lingual in Spanish
Education and Experience
Minimum 1-2 years experience in Intake.
Knowledge of Employment Law, Personal Injury, and Workers Compensation strongly preferred.
Associates Degree preferred
Physical Requirements: Prolonged periods sitting at a desk and working on a computer
