Intake Specialist
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Job Description
Remote Intake Specialist assisting potential legal clients with intake, agreements, and documentation. Supporting Walker Advertising’s attorney network through empathetic customer service.
Responsibilities:
- Obtain appropriate and pertinent information from potential clients
- Encourage potential clients to sign legal agreements when leads meet criteria
- Follow up with qualified leads and assist with electronic execution of agreements
- Answer potential client questions over the phone
- Escalate calls to a supervisor or attorney when legal questions arise or objections cannot be addressed
- Address potential client inquiries, concerns, and issues in a timely and professional manner
- Act as a liaison between potential clients and attorneys
- Ensure attorney intake forms and documents are completed, signed, and filed correctly
- Gather additional documentation from clients as needed
- Handle client information confidentially and in compliance with legal and ethical standards
- Collaborate with attorneys and staff to ensure a smooth transition from intake to case management
Requirements:
- 12 months of experience in inside sales, customer service, call center, or related role
- Strong interpersonal and communication skills, with the ability to build trust and rapport
- Ability to learn and follow scripts and guidelines
- High school diploma or equivalent
- Must have a flexible schedule and be able to work at least one weekend day
Benefits:
- 3 Weeks Paid Time Off
- 12 Weeks of Guaranteed Paid Parental Leave
- Comprehensive Insurance Coverage (Medical, Dental, Vision, etc.)
- 401(k) Retirement Savings Plan
- Wellness Initiatives/Employee Assistance Program
- Rewards and Recognition Programs
- Career Development Opportunities
- Bi-weekly Bonuses
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