Intake Specialist

Job Summary

The Jones Firm is a small and reputable personal injury law firm dedicated to tenacious advocacy for our clients, upholding ethical standards, and making a positive impact in the pursuit of justice.

We help people who have been injured in motor vehicle collisions and other injuries caused by the negligence of others. As an intake specialist, you will play a crucial role in working to ensure that The Jones Firm helps as many people as possible who are qualified for representation for their personal injury claims. As the initial contact point, you will ensure that our clients receive the support they need to begin their legal journey. You will be tracking the status of all leads to appropriately categorize leads and to ensure that appropriate follow up is completed.

Responsibilities

• Complete potential client intake calls to obtain necessary information with excellent phone etiquette
• Collect and verify potential new client information, accident and injury information, healthcare providers, insurance details, and referral sources accurately and completely
• Qualify potential new clients for representation'
• Facilitate signing potential new clients as clients
• Review and update leads in our intake pipeline
• Schedule appointments
• Identify and verify liability insurance coverage or other sources of recovery for personal injury claims
• Obtain Police Reports, Public Records, and Medical Records as needed
• Support attorney and paralegals as needed

Skills

• Excellent communication skills with professional phone etiquette; bilingual abilities are a plus
• basic computer skills for data entry and documentation review
• Software competency (e.g. CRMs, spreadsheets, word processing, email, mobile applications, etc.)
• Prior sales or customer service experience preferred; legal experience is a plus
• Ability to handle multiple tasks efficiently in a fast-paced environment while maintaining attention to detail
• Strong organizational skills for managing our intake pipeline, documents, spreadsheets, scheduling, and administrative support tasks

Join our team as an Intake Specialist if you’re passionate about providing exceptional service while supporting legal operations. We value energetic professionals who thrive on making a positive impact through meticulous work and compassionate communication.

Pay: $20.00 - $22.00 per hour

Expected hours: 40.0 per week

Benefits:

• 401(k)
• Paid time off
• Work from home

Work Location: Remote