Intake Specialist

Overview

This role involves serving as the first point of contact for potential clients. The Intake Specialist responds to incoming calls and inquiries, gathers and documents case information, evaluates case fit and viability, and guides qualified leads through the sign-up process. The position is goal-driven and performance-based.

Responsibilities

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
• Use 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

Requirements

• 2+ years of experience in sales, call center, or customer service
• Strong communication skills (verbal and written)
• Ability to balance empathy with persuasive sales skills
• Comfort working in a goal-driven, performance-based environment
• Ability to multi-task while typing (40+ WPM)
• Highly organized with strong attention to detail
• Willingness to work evenings, weekends, and flexible schedules as needed
• High School Diploma or GED required

Preferred Qualifications

• Bilingual (English/Spanish)
• Experience in legal intake or personal injury

Physical Requirements

• Ability to sit for extended periods
• Ability to use hands and fingers for computer and office machine use (including repetitive motions)
• Ability to read and perform data analysis (clear close vision)
• Ability to stand and walk occasionally
• Ability to perform light lifting of up to 10–25 pounds
• Clear speaking and hearing abilities to communicate

Compensation & Benefits

• Competitive compensation (base + performance incentives)
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Flexible Spending Account (FSA)
• Health Savings Account (HSA) with employer contributions
• Employer-paid Life and AD&D Insurance
• Voluntary Life Insurance options
• Employer-paid Short-Term & Long-Term Disability
• Employee Referral Bonus Program
• 401(k) with company match

Location

States served include Kentucky, Indiana, and Ohio.

Equal Opportunity & Work Authorization

This employer is an Equal Opportunity Employer and provides reasonable accommodation for qualified individuals with disabilities in accordance with applicable law. The employer participates in E-Verify and will provide Form I-9 information to confirm authorization to work in the U.S.