Legal Intake Specialist

Job Overview

Are you driven by the desire to make a difference in people's lives during their most challenging times?

What We Are Looking For

As a Legal Intake Specialist at Herman & Wells, you'll be the first point of contact for potential clients, managing the sign-up process and ensuring the smooth intake of new clients.

You'll have an opportunity to work in a fast-paced environment, evaluating prospective client inquiries, coordinating with our team of attorneys, and managing new client onboarding.

If you're ready to contribute to a team dedicated to empowering clients and making a real difference, apply today to join Herman & Wells.

Who We Are

Based in Pinellas Park, FL, the team of attorneys at Herman & Wells specializes in Personal Injury, Property Insurance Disputes, Construction Defects, and Disability Disputes.

Founded in 2015 by Jason Herman and Cliff Wells, our firm has grown into a dedicated team of nine attorneys committed to making a difference in our clients' lives. We’re not just about winning cases; we’re about changing lives through our dedication to our clients' well-being and success.

Legal Intake Specialist Responsibilities

• PNC Evaluation: Evaluate prospective new client (PNC) inquiries and phone calls, analyzing their case fit while ensuring every potential client feels seen, heard, and empowered.
• Coordinate with Intake Attorneys: Our intake specialists coordinate with our team of intake attorneys to set up consultations with high value PNCs.
• Leverage Our CRM: Our intake specialists are expected to leverage our CRM (Lead Docket) to manage all aspects of the firm's intake process.
• Collaborative Problem Solving: Our intake specialists work closely with our marketing team to refine outbound sales tactics, build partnerships, and generate feedback and reviews.
• Continuous Improvement: Our intake specialists are expected to play an active role in helping us continually improve our intake process.

Qualifications We're Looking For

• Empathy & Listening Skills: You have a genuine ability to connect with others, making clients feel seen, heard, and understood. You know how to ease concerns and build trust through authentic communication.
• Sales-Driven: You have a passion for converting leads into signups and are motivated by the impact you can have on our firm’s growth.
• Proactive & Organized: You are a proactive communicator who can handle keeping multiple tasks on track and ensuring smooth transitions between different phases of an intake process.
• Prior Experience: Previous sales or customer service experience isn't a requirement, but a big plus for applicants interested in this position.
• Data Entry Skills: Prior experience with roles requiring data entry and spreadsheet management skills is a plus.
• CRM Proficiency: Our intake specialists spend leverage our CRM in everything they do on a day to day basis, so prior experience with a CRM platform will make you stand out from other applicants.

Job Type: Full-time

Pay: $18.50 - $20.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• What attracted you to apply for this position?

Work Location: In person