Legal Intake Specialist

🕒 June 23

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Logo of Chisholm Chisholm & Kilpatrick LTD

Chisholm Chisholm & Kilpatrick LTD

201 - 500 employees

🛡️ Insurance

🏥 Healthcare

⚖️ Legal

Insurance • Healthcare • Legal

Chisholm Chisholm & Kilpatrick LTD is a law firm with a national reputation in Veterans Law, ERISA & Long-Term Disability, and Bequest Management. They provide expert legal services to veterans seeking VA disability benefits, individuals dealing with ERISA and long-term disability insurance disputes, and bequest management for nonprofits. CCK is recognized for its dedication to client-centered advocacy, assisting veterans and other clients in obtaining the benefits and legal outcomes they deserve, with a specialized focus on VA disability appeals and ERISA litigation.

📋 Description

• Establish the firm’s relationship with qualified potential clients by conducting interviews via telephone • Serve as point of contact for potential clients throughout the intake process • Manage large amounts of inbound and outbound calls in a timely manner • Clear, concise, and accurate written and verbal communication • Following communication “scripts” when handling different topics • Learn about CCK’s practice areas and become conversant with the legal issues facing our clients • Demonstrate empathy to potential clients and put them at ease during their difficult time • Provide detailed written summaries about potential clients’ needs to attorneys • Request and review all necessary documents from potential clients

🎯 Requirements

• High School Degree required; Bachelor’s degree preferred • Minimum one year of customer service experience with a high call volume • Minimum one year of high-volume phone/customer service experience • Ability to make or receive calls for a minimum of 6-8 hours per day • Excellent verbal communication skills and professional telephone etiquette • Capability to make sound judgments and decisions • Proficient in Microsoft Office Suite • Strong multitasking skills • Ability to work in a fast-paced, constantly changing, and challenging call center environment • Spanish speaking is a plus

🏖️ Benefits

• Medical, dental, and vision insurance options • Employer-paid medical insurance for employees • Gym membership reimbursement • 15 days of PTO (increasing over time) • 12 paid company holidays in 2026 • 401k matching • Paid Parental Leave

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