Intake Specialist jobs in United States
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The Advocates | Driggs, Bills, and Day PNW · 10 hours ago

Intake Specialist

The Advocates is a growing personal injury law firm dedicated to representing victims of accidents with kindness and respect. The Intake Specialist will engage with potential clients, helping them understand their needs and signing them as new clients while managing a high volume of calls and messages.

Law Practice

Responsibilities

Work independently to handle a high volume of calls and messages, while pivoting between tasks with ease
Engage new inbound leads quickly via phone, text, and email
Manage and track prospect pipeline using lead management software
Schedule and conduct detailed phone interviews to assess case potential
Qualify and sign potential clients including overcoming objections using a customer-centric soft sales approach
Conduct new client intake and onboarding in lead management software
Meet our needs for staffing availability – currently seeking a Monday-Friday shift between 11:30am-8pm, following an in-office training period during business hours, M-F from 8:30am-5pm

Qualification

Sales experienceCustomer successLead management softwareFast-paced environmentEmpathyListenerSpanish fluencyGoal-driven

Required

Minimum of 2 years in sales, customer success, account management or client onboarding
1+ years' recent experience in a fast-paced office environment

Preferred

Spanish fluency
Documented history of exceeding goals and metrics
Professional services or B2C experience
Associate's degree or higher

Benefits

Quarterly performance-based bonuses
401(k) + 4% matching (after 1 year employment)
100% employer paid Health, Vision, Dental (buy ups available)
3 Weeks PTO in year 1, Uncapped PTO in year 4
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