Intake Specialist

Responsibilities

• Field phone calls from potential new clients triaged from the Receptionist
• Run conflict checks on potential new clients
• Gather information over the phone to qualify leads
• Maintain the Firm’s CRM and lead tracking spreadsheets
• Communicate details of potential matters to attorneys and staff
• Identify opportunities to offer additional services to potential clients
• Book strategy sessions for potential new clients
• Conduct follow-up calls with potential clients who did not initially engage
• Work closely with the marketing team and advertising vendors

Requirements

• Empathetic and patient personality
• Experience in sales or lead conversion
• Proficiency with calendars, email, Excel, and practice management software
• Strong attention to detail and organizational skills
• Ability to work onsite in Bartlett, TN for 40 hours per week

Benefits

• Health, dental, and vision insurance
• Disability and life insurance
• 401(k) and retirement plan
• Paid time off
• Professional development assistance and education
• Opportunities for advancement