As the Intake Specialist you will be the first point of contact for potential clients looking for help with a personal injury case. You will make the best first impression on all prospective clients, whether we take the case or not. It will be your job to recognize a client that we want to help and determine whether an avenue of recovery may exist. You will help guide the potential client throughout the intake and sign-up process.

DUTIES / RESPONSIBILITIES

• Establish rapport with potential clients immediately over the phone

• Answer calls and emails from potential clients about their claims, determine whether to schedule for attorney intake, to send for review, or to reject

• Ensure all new cases on intake sheets, and messages, from Lead Docket are posted to Filevine promptly and accurately

• Research the potential client and case to help inform paralegals and lawyers about the viability of the case

• Save any photos’ and/or documents potential new clients send in shared folder

• Send out via Vinesign: contingent fee agreements, disclosure, and intake packet with client releases. Ensure documents are returned and saved to file

• Convert all PNC cases within 3 days of initial inquiry

• Ensure questionnaire, releases and needed information to open a case has been requested. Communicate with assigned Paralegal for information they should know. (Ex. Intake Packet had to be mailed.)

• Update case file with information provided in intake packet.

• Ensure decline letters go out to non-clients within 1 day of decision

• Become familiar with our referral list to help direct and refer callers we cannot help

• Complete marketing projects within given deadline

• Help the paralegals with data entry and other office tasks in downtime

• Send out Thank You notes to providers/attorneys who refer PNCs

• Help create a positive team environment by communicating with each team member to ensure all potential new clients are given prompt attention

• Keep up to date with all Lead Docket tasks and responsibilities

• Connect with after-hours intakes if a potentially viable case – after hours compensation provided

Competencies

• Conveys confidence on the phone and in-person

• Empathy for all intakes, with ability to put them at ease during their difficult time

• Exceptional communication skills, verbal and written with the ability to handle sensitive information with discretion

• Strong organizational and multitasking skills, and ability to prioritize

• Strong attention to detail and time management

• Ability to work closely with attorneys

• Influential in helping client to realize that Law Offices of Dianne Sawaya is the best choice in personal injury representation

• Enthusiastic ability to absorb guidance and training in intakes, insurance law, and personal injury cases generally

• Able to follow loose script and avoid giving legal advice

Qualifications:

1-2 years previous experience as an Intake Specialist or Legal Assistant in a Personal Injury Law Firm is highly desired

Minimum 2 years of experience with Microsoft Office Suite (Word, Excel, Outlook)

Experience with electronic documents handling and saving

Filevine experience a plus

Bilingual, Spanish/English required

High school diploma or equivalent required

Salary commensurate with experience. All inquiries are strictly confidential. Interested parties should email a resume, professional references and cover letter stating your interest in this position and pertinent experience to ddunhill@dlslawfirm.com. A job offer made to a candidate for this position will be contingent upon completion of an appropriate background check.

The job description as written above conveys the essential functions and requirements for the position and it is not an exhaustive list of duties or responsibilities, which may be subject to change based on the needs of the firm.

Law Offices of Dianne Sawaya LLC jobs

Intake Specialist