Intake Specialist - Remote jobs in United States
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CEO Lawyer Personal Injury Law Firm · 10 hours ago

Intake Specialist - Remote

CEO Lawyer Personal Injury Law Firm is dedicated to educating, empowering, and fighting for victims. As an Intake Specialist, you will be the first source of contact with clients, assisting them in getting compensated for their personal injuries by qualifying their cases and answering their questions.

Consulting

Responsibilities

Review emails and chats constantly for new leads, file setups, audits, or other requested needs
Organize contracts, termination letters, photos, and other documents on Dropbox
Answer all the inbound calls, clients, and leads with great customer service skills
Transfer calls to the right member of the team when needed
Set up Filevine projects for new clients or the tools requested
Register all the comments, observations, and updates
Review and look for new contracts to be registered into Filevine
Follow up on the leads assigned, ensure a great quality interaction, and clean up the old leads
Answer new potential clients, ask probing questions, and follow the process to complete the sign-in or escalate the call to an Intake Specialist
Complete the intake process of a new client to be transferred to the Pre-Litigation department
Send the submission emails to the Pre-Litigation department for new clients to start the case (notification)
Complete clinic referrals, taking into consideration the client's location
Participate in stand-up meetings, dailies, weeklies, and monthly meetings
Close contracts

Qualification

Bilingual (English)Sales backgroundPersonal injury experiencePCLaptopNoise-canceling headset

Required

Fully Bilingual (English)
Sales background
Experience in personal injury is a plus
Your PC or Laptop (A wired connection to your modem is recommended)
Headset with noise canceling / quiet place to work in
This job is remote, and you will be responsible for your local taxes

Company

CEO Lawyer Personal Injury Law Firm

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The CEO Lawyer Personal Injury Firm was founded on the principles of giving back to the community through powerful representation.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase