[Remote] Intake Specialist

Note: The job is a remote job and is open to candidates in USA. Jacoby & Meyers is the nation's preeminent law firm protecting consumers since 1972, and they are currently seeking a smart and determined Intake Specialist to join their growing team. The role involves serving as the first point of contact for individuals seeking legal assistance, evaluating cases, and converting qualified leads into retained clients through effective communication and sales skills.

Responsibilities

• Serve as the first point of contact for leads seeking legal assistance through one of our communication channels
• Evaluate the potential viability of cases based on the gathered information and the qualifications of our partner firm
• Make a great and lasting impression on clients and potential clients
• Follow-up with callers in a consistent and respectful manner
• Maintain accurate and organized records of all client interactions, case details, and related documents
• Input data into case management systems or databases for easy access and retrieval
• Refer clients with non-personal injury cases to partner law firms
• Convert 95% of qualified leads into retained clients by using your sales skills to build rapport with callers and explaining the value that Jacoby & Meyers provides to their clients
• Participate in continuous guided and self directed training to stay updated on procedures, terminology, and best practices for client interaction

Skills

• Must be bilingual in Spanish
• Some sales and/or PI experience a plus
• Excellent verbal communication skills: Specialists will spend a majority of time on the phone with potential clients
• Empathetic, caring and persuasive communication skills
• Conflict Resolution Skills: Ability to handle and defuse potential conflicts with callers while maintaining a professional demeanor
• Apply active listening skills through the ability to comprehend information presented and respond thoughtfully
• Excellent time management skills to handle all aspects of their responsibilities efficiently without compromising service quality
• Open to constructive feedback and adaptable to changes
• Salesforce or similar CRM experience considered a plus
• Bachelor's Degree a plus

Benefits

• Medical, Dental, Vision and Pet Insurance
• 401(k) with Company Match
• Company-paid Life Insurance and AD&D Coverage, Voluntary Life Insurance
• Short-term and Long-term Disability
• Employee Assistance and Travel Assistance Programs
• Paid Time Off, Paid Sick Time, Paid Holidays
• Health FSA and Dependent Care FSA
• Accident Insurance
• Commuter Transportation Incentive
• Cell Phone and Internet Stipend
• Fully-paid parking
• Learning and Development Programs
• Remote Positions

Company Overview