Intake Specialist - Cona Elder Law : Job Details

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This range is provided by Cona Elder Law. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$60,000.00/yr - $65,000.00/yr

Additional compensation types

Annual Bonus

Overview:

We are a compassionate and highly respected elder law firm located on Long Island, dedicated to serving older adults and their families with sensitivity and integrity. We specialize in legal matters such as Medicaid planning, guardianships, estate planning, wills, trusts, and long-term care solutions. We are seeking a personable, organized, and patient Intake Specialist to join our team and be the first point of contact for our valued clients.

Position Summary:

As our Intake Specialist, you will play a critical role in creating a positive first impression for clients reaching out during often stressful and emotional times. You will handle inbound calls and inquiries, gather essential information, schedule consultations, and guide potential clients through the initial steps of the legal process. Your ability to listen with empathy, communicate clearly, and maintain a calm and friendly demeanor will help put our clients at ease.

Key Responsibilities:

• Answer and manage incoming phone calls with professionalism, warmth, and empathy.
• Serve as the first point of contact for new and prospective clients.
• Collect and accurately record client information using established intake procedures.
• Schedule consultations and follow up with clients as needed.
• Explain the firm's services clearly and concisely while remaining reassuring and respectful.
• Maintain client confidentiality and ensure compliance with privacy laws and firm policies.
• Work closely with attorneys and legal staff to relay client information and ensure a seamless handoff.
• Keep organized records and update client management systems promptly and accurately.
• Continually improve intake procedures through feedback and collaboration.

Qualifications:

• Exceptional phone and interpersonal skills.
• Patient, calm, and empathetic, particularly with elderly clients and family members.
• Highly organized and detail-oriented; able to manage multiple tasks efficiently.
• Excellent written and verbal communication skills.
• Able to follow structured processes and adapt to new systems and procedures.
• Tech-savvy; comfortable using client intake software and office productivity tools.
• Experience in a law office or with elder care services (preferred but not required).
• High school diploma or equivalent required; additional education or experience in legal or healthcare fields is a plus.
• Full-time, on-site position in a professional office setting.
• Supportive team environment with training and ongoing support.
• Meaningful work that makes a difference in the lives of seniors and their families.
• Competitive salary commensurate with experience.
• Health, dental, and vision insurance.
• 401(k) plan with firm match.
• Generous paid time off and holidays.
• Opportunity to work in a supportive and collegial work environment.
• Summer Fridays, office closes art 3pm Memorial Day to Labor Day weekends.
• Work/life integration with emphasis on wellness and family.
• State-of-the-art gym with complimentary membership.
• Interior Pickle Ball and Basketball Courts with on-site locker rooms and showers.
• Interior Golf Center with simulator and putting green.
• On-site Restaurant & Dining Area on lower level with Foosball and Shuffleboard Tables.
• In-office Zen Room, for relaxing quiet time.
• Charitable events and opportunities for community involvement.
• Social events fostering a positive, engaging work environment.
• Superb Firm Culture, a collaborative work environment, company outings, kitchen snacks, fresh fruit, coffee.
• Centrally located, modern office building, beautiful contemporary offices, ample parking, conveniently headquartered in Melville, with additional offices in Garden City & Port Jefferson Station, Long Island and midtown Manhattan.

How to Apply:

Please submit your resume and a brief cover letter highlighting why you're a great fit for this role. We are looking for someone who can bring professionalism, kindness, and structure to our client intake process.

Seniority level

• Seniority levelMid-Senior level

Employment type

• Employment typeFull-time

Job function

• Job functionAdministrative, General Business, and Legal
• IndustriesLaw Practice and Professional Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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