Intake Specialist
Description
Position Overview
McDivitt Law Firm is seeking a motivated, compassionate, and results-oriented Intake Specialist to join our Denver team.
As the first point of contact for prospective clients, our Intake Specialists play an essential role in creating a positive first impression, building trust, and helping individuals take the first step toward obtaining legal representation. This position requires genuine empathy, patience, and the ability to listen with compassion while guiding individuals through what may be one of the most difficult times in their lives.
The ideal candidate is an excellent communicator who enjoys helping people, possesses strong customer service and sales skills, and thrives in a fast-paced, team-oriented environment.
Key Responsibilities
- Respond promptly and professionally to prospective client inquiries received by telephone and online.
- Conduct thorough intake interviews to gather relevant information regarding accidents, injuries, insurance coverage, and potential claims.
- Demonstrate empathy, patience, and active listening, ensuring prospective clients feel heard, understood, and supported.
- Build rapport with prospective clients, address questions and concerns, and guide qualified individuals through the process of retaining the firm.
- Maintain consistent and timely follow-up with prospective clients to maximize opportunities for representation.
- Review and explain sign-up documents and assist new clients throughout the intake process.
- Accurately enter and maintain client information in the firm's case management system.
- Collaborate with attorneys, case managers, and other departments to ensure a smooth transition from intake to representation.
- Meet established performance expectations for responsiveness, intake quality, and client conversion.
- Provide exceptional customer service while treating every prospective client with professionalism, empathy, and respect.
