Intake Specialist

Job Description

Job Description

About The Alfred Firm

We are an entrepreneurial, ambitious, and growth-oriented firm that rewards hard work and results. Together, we have built a culture of professionalism, extreme ownership, and client-centered service. We believe in supporting one another, investing in growth, and celebrating wins. We maintain a fun and engaging work environment where ideas flow freely.

Fueled by cutting-edge technology and forward-thinking processes, our passion for excellence drives everything we do. As we grow, we seek A-Players ready to take ownership, accelerate their careers, and make a real impact alongside us.

What We Offer

• Work in a culture that values integrity, collaboration, and continuous learning
• Enjoy clear roles, transparent communication and leadership support grounded in business principles
• Access to industry-leading tools and technology
• Thrive in a workplace that supports wellness, work-life balance and professional growth
• Contribute to a firm with deep community roots and a bold vision for regional leadership

What You’ll Do

The Alfred Firm is seeking to hire an Intake Specialist with a minimum of 3 years experience in a sales-driven or client acquisition environment. You will be responsible for qualifying leads, building rapport and converting leads into signed clients. You must be familiar with intake procedures, client onboarding and legal documentation (e.g., POA’s, HIPAA forms, medical records requests). Ideal candidates would possess strong verbal and written communication skills with a professional and empathetic phone presence as well as be highly organized with exceptional attention to detail and follow up.

We are looking for individuals with experience working in a law firm, legal services or personal injury environment and are proficient in CRM systems (HubSpot preferred), Google Suite and cloud-based file management software. Must be self-motivated, have a positive attitude and resilience when handling high call volumes or emotionally sensitive situations.

Responsibilities include

The responsibilities described are not a comprehensive list and the scope of the position may change as necessitated by business demands; Additional duties may be assigned.

Qualifications

Benefits

Salary - $40,000 - $60,000

Equal Opportunity Employer

The Alfred Firm is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.