Intake Specialist
Summary
Handles initial client calls for a personal-injury law firm, screens cases, and converts leads into signed clients using consultative sales and CRM tools.
Hiring Company Description:
Since 1993, the attorneys of Isaacs & Isaacs have fought for injured victims in the states of Kentucky, Indiana, and Ohio. With over $2 BILLION collected for clients, Darryl Isaacs and the Isaacs team continue to call out big insurance companies, businesses, and individuals looking to make money off from victims injured in car crashes, truck accidents, commercial vehicles accidents, and wrongful death cases. We cannot undo the incident, but we can do everything in our power to make people whole in the eyes of the law by demanding justice and fair compensation.
Isaacs & Isaacs is seeking a motivated and customer-focused Intake Specialist to join our growing team. As the first point of contact for potential clients, this role plays a critical part in evaluating new cases, building trust, and guiding individuals through the intake process. This is an ideal opportunity for someone with sales, call center, or customer service experience who excels at communication and thrives in a fast-paced, goal-driven environment.
Key Responsibilities Include:
Client Intake & Case Evaluation
- Respond to incoming calls and inquiries from prospective clients
- Gather and document case details accurately and efficiently
- Evaluate potential cases and determine fit and viability
- Ensure each caller feels heard, supported, and confident in next steps
Sales & Client Conversion
- Guide prospective clients through the sign-up process
- Build rapport and convert qualified leads into signed clients
- Utilize persuasive communication and consultative sales techniques
- Meet or exceed monthly performance and conversion goals
Relationship Management & Coordination
- Collaborate with the intake management team on case evaluation decisions
- Maintain strong relationships with clients and internal teams
- Ensure timely follow-up and consistent communication
Administrative & System Management
- Enter and maintain accurate data in the firm’s case management system
- Upload and organize documents and client information
- Perform additional tasks as assigned