Legal Intakes SpecialistChad Jones Law • Midland, TX, United States
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Legal Intakes Specialist
Chad Jones Law • Midland, TX, United States
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Listen to clients with compassion and sympathy and respond to questions to guide them through the sign-up experience so we can represent them. Educate new clients on the client sign-up process and the advantages of signing with our firm. Review all potential new client intakes and disposition to sign, decline, further evaluate, and escalate severe cases for review. Open new cases in the system by entering detailed notes. Set up cases for initial stages without errors. Issue and execute new client contracts via DocuSign. Contact clients interested in our services via multiple channels, including phone, text, web chat, and other systems, and respond to inquiries and follow-up. Refer cases not in our area of expertise to other firms and document the referral in our CMS. Enter detailed client information into the case management system. Enter data and maintain company calendars. Comfortable speaking with law enforcement offices to obtain crash reports to enter into CMS. Set appointments for potential clients that meet the firm's criteria to assist in the growth of our caseload. Onboard new clients by completing the necessary paperwork and putting together case files. Schedule initial consultations with attorneys for potential new clients. Draft and prepare new client paperwork for meeting with attorneys. High school diploma or equivalent with at least two years experience in customer service, sales, or similar role High-level listening skills to gain a thorough understanding of claims Excellent verbal communication skills, with strong attention to detail to explain the next steps Experience with case management software Proficient in Microsoft Office Solid data entry and computer skills Ability to work on multiple projects simultaneously, adapt quickly to changing priorities in a fast-paced environment, and meet all deadlines Positive attitude and self-starter Punctual and reliable Previous legal experience Interviewing experience Bilingual in Spanish Bachelor's degree in legal studies, communication, or related field Salesforce experience Medical, dental, vision, and life insurance are available 401(k) plan with company match Paid time off Paid holidays Taco Tuesday Continuous professional development Work-life balance
About Chad Jones Law
Chad Jones Law isn't your traditional law firm. We're a force of change, propelling forward with purpose. Our office presents an exciting opportunity for employees to carve their path in a firm rewriting the rules. With a history of excellence, we're dedicated to fostering growth, innovation, and a supportive community. We're not a firm that's content with the status quo. We're architects of change and champions of growth. At Chad Jones Law, we believe in making a real difference in the lives of our clients and our community.
About the role :
Are you tired of mundane roles that offer no excitement or growth? At Chad Jones Law, we're seeking more than just a new team member-we're searching for SUPERSTARS who want to make a real impact in helping the clients we serve in the community. If your ideal day involves helping others, making organizational improvements, and growing, we want to meet you.
What you'll do :
Responsible for talking with new and potential clients to assess their needs, empathize with them regarding the details of their situation, manage their onboarding with the firm, and help them solve problems. Serve as the lead and first point of contact for prospective clients and contribute to their first impression of the firm. Strong performers prioritize, work well under pressure, and switch between tasks quickly. This person serves as a positive brand ambassador and drives the conversion of potential clients. Strong performers feel comfortable speaking on the phone and using technology as much of the time is spent in our case management system (CMS) and other software. These opportunities can be based out of College Station, Midland, or Lubbock, TX.
Client Communication :
- Identify needs and expedite resolutions quickly and efficiently.
- Manage high call volume from potential new clients, partners, providers, etc.
- Interviewing potential clients on the phone, moving through a series of questions, and recording the circumstances around the wreck or incident in our CMS to become familiar with their case.
- Conduct primary research to investigate whether prospective clients' claims meet the criteria.
Client Support :
Case Management :
Data Management :
Scheduling and Coordination :
Minimum Qualifications :
What Makes You Stand Out :
Benefits :
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