Intake Specialist jobs in United States
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The Advocates | Driggs, Bills, and Day PNW ยท 1 day ago

Intake Specialist

The Advocates is a growing personal injury law firm dedicated to representing victims of accidents with kindness and respect. They are seeking an Intake Specialist to engage with potential clients, understand their needs, and guide them through the onboarding process without cold-calling.

Law Practice

Responsibilities

Engage new inbound leads quickly via phone, text, and email
Manage and track prospects using lead management software
Schedule and conduct detailed phone interviews to assess case potential
Qualify potential clients, overcome objections, and guide them through onboarding
Collect evidence and open new cases in case management software
Be able to work independently to handle a high volume of calls and texts, while pivoting between tasks with ease

Qualification

Sales experienceCustomer successLead management softwareCase management softwareEmpathyListenerMulti-taskingStrategic thinking

Required

Minimum of 2 years in sales, customer success, account management or client onboarding
Experience in a fast-paced office environment
History of exceeding goals and metrics

Preferred

Associate's degree or higher
Professional services or B2C experience a plus

Benefits

Bonus Potential: Up to $15,000/year
Quarterly performance-based bonuses
401(k) (after 1 year employment)
100% employer paid Health, Vision, Dental (buy ups available)
Employee Assistance Program
Commuter/Metro Card Program

Company

The Advocates | Driggs, Bills, and Day PNW

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An Advocate is a trusted ally in your recovery, one that protects both your physical and financial well-being.

Funding

Current Stage
Growth Stage

Leadership Team

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Kenneth Bills
Owner and CEO
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Donilyn Hunter-Sallustio
Chief Operating Officer
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Company data provided by crunchbase