Intake Specialist – Personal Injury Client Relations Specialist

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Job Duck

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

📣 Marketing

⚖️ Legal

Consulting • Marketing • Legal

Job Duck is a company specializing in connecting individuals with remote job opportunities for United States-based businesses. The company offers a variety of positions including legal assistants, marketing assistants, executive assistants, and case managers. Job Duck emphasizes helping people build careers by working from home, ensuring a good work-life balance while providing support and resources for career development. The focus is on remote, full-time positions that are well-compensated and offer a range of professional opportunities.

📋 Description

• Respond to prospective client inquiries and conduct intake calls • Gather and accurately document relevant information from prospective clients • Qualify leads based on the firm’s intake criteria • Handle the intake process for prospective Personal Injury clients • Explain next steps in the intake process and answer general questions within the scope of the role • Schedule consultations and other appointments • Guide qualified prospective clients through onboarding and assist with obtaining signed engagement agreements • Enter and maintain prospective client information in Neos • Use Nextiva to manage and document telephone communications • Assist with administrative and client communication tasks • Follow up with qualified leads to encourage completion of the intake process • Maintain organized and up-to-date intake records • Coordinate with the legal team to transition qualified leads • Communicate intake information clearly to appropriate team members • Monitor pending leads and follow up on outstanding information or documentation • Provide backup support to other team members • Maintain a professional, client-focused experience throughout interactions

🎯 Requirements

• Location: Georgia, United States • Time Zone: Eastern Standard Time • Working hours: 9:00 AM–5:00 PM EST, Monday through Friday • Practice area: Personal Injury • Prior experience working as an Intake Specialist is required • Personal Injury intake experience is strongly preferred • Experience qualifying leads and converting prospective clients into signed clients • Experience scheduling consultations and managing prospective client information • Exceptional spoken English with clear and easily understood speech for U.S. callers • Excellent listening and comprehension skills • Comfortable handling a high volume of inbound and outbound phone communication • Spanish is welcome but not mandatory • Comfortable working remotely and collaborating with a small legal team • Willing to provide backup support to other team members • Required software: Neos, Nextiva, Microsoft Office 365 • Resume in .DOC format, in English, without contact information or compensation requirements

🏖️ Benefits

• Competitive salary • Paid Time Off • Bonuses • 100% remote/home-based position • Full-time, long-term career opportunities • Parental Leave • Professional development and training • Dedicated team support • Alignment with our clients' core values