Intake Sales Specialist

View full description

Requirements:

• Minimum of 2+ years of experience in legal along with experience in client relationship management, sales, case assessment, or client intake roles.
• Experience within the personal injury legal environment would be a huge plus.
• Proven track record of building and maintaining strong client relationships.
• Excellent communication skills, both verbal and written.
• Empathetic listener with a genuine interest in understanding clients' needs.
• Strong organizational skills for remote work.
• Proficiency in CRM software and virtual communication tools.
• Experience in the healthcare industry, especially working with physicians, is advantageous.

Responsibilities:

• Serve as the primary point of contact for inbound inquiries via phone, email, and online, maintaining detailed records of all potential client interactions and inquiries.
• Engage with medical professionals to assess their suitability for our services.
• Conduct preliminary assessments of potential cases and educate potential clients on our firm’s expertise, the services offered, and our value proposition.
• Collaborate closely with attorneys and support team members to ensure a smooth transition from intake to client engagement.
• Monitor and engage with existing/former clients to address their need for additional services.