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Intake Specialist

Katie Charleston Law, PC

Intake Specialist

Carmel, IN
Paid
  • Responsibilities

    Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an intake specialist to take our client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need. You’ll have an opportunity to help a thriving law firm succeed and make a tangible difference in clients’ lives every day. If this sounds like a job you’d love, apply now! Responsibilities: • Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner • Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases • Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency • Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files • Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate • Follow up with leads via phone, email and text to arrange consultations Qualifications: • Background in the legal industry preferred • Customer service or sales experience a plus • High school diploma or equivalent required; Bachelor’s degree preferred • Possesses outstanding communication skills and sense of empathy • Proficiency with Microsoft Office products, especially Microsoft Excel Compensation: $40,000 - $60,000 yearly

    • Follow up with leads via phone, email and text to arrange consultations