Legal Intake Specialist - Accelerate Now : Job Details

As an Intake Specialist your job is to monitor, contact, report and track new case leads while

providing a superior customer service experience. You will also be available to assist the team as

a whole with any tasks that may arise and/or any tasks assigned by management. Active listening, multi-tasking, empathy, and setting clear expectations with an injured party are crucial to success in this role.

Key Points

MUST RESPOND AND HANDLE NEW LEADS IMMEDIATELY!

NEW CASES ALWAYS COME FIRST! Remember when prioritizing the day.

FOLLOW-UPS ARE CRUCIAL! THE MORE AGGRESSIVE YOUR FOLLOW-UP ROUTINE IS, THE MORE CASES YOU WILL SIGN.

COMMUNICATION IS CRUCIAL WITH YOUR TEAM SO THAT PROBLEMS ARE AVOIDED OR RESOLVED AS QUICKLY AS POSSIBLE.

Responsibilities:

Monitor for inbound leads via phone, text, social media, or email

Follow up throughout shift with chase and opportunities status leads

Enter all incoming leads into Lead-Docket

Submit New Case List daily by 4:00 pm

Complete intake for new clients

Set up medical treatment or notify case manager where the client would like to treat

Assign new cases to case management

Update and maintain Medical Providers List

Submit daily KPIs by the end of day every Friday

Qualifications:

Must have at least one year of sales experience

Must be empathetic

Excellent verbal and written communication skills

Proficiency with Microsoft Office

Excellent interpersonal skills and enjoy helping people

Ability to work independently and proactively, manage competing priorities and deadlines, exercise sound judgment, and take ownership of issues and matters through their successful conclusion

You are a good team player and want to work in a team environment.

Spanish fluency is a plus

About Company:

Accelerate Now was formed in 2014. We specialize in providing high-quality digital marketing services for lawyers across the country. We have grown steadily over the years but we are now experiencing explosive growth.

Accelerate Now is located in a historic building on Linwood Ave in Buffalo NY. We have plenty of private off-street parking so getting in and out of our building is a breeze.

We offer our team members competitive salaries based on ability and experience.

We offer our full-time employees a complete benefits package that includes medical, dental, vision and flexible spending, health savings accounts, and 401k plans (100% match on the first 6%). Only the top 1% of companies offer 401k plans offer with such a high employer contribution.

We also offer paid time off days (accrued monthly) - along with our normal company holidays. Benefits: 401(k) matching, Dental insurance, Flexible spending account