Intake Specialist

Are you a personable, detail-oriented professional with a passion for helping people during one of the most challenging moments of their lives? Amber Hall Law is seeking a high-energy, highly organized Intake Specialist to serve as the firm's first point of contact for new clients and ensure a seamless onboarding experience from the very first call.

The ideal candidate is an excellent communicator, compassionate yet efficient, and confident in managing multiple inquiries in a fast-paced environment. This role requires someone who can gather critical case information, build trust quickly, and set each new client up for success as their case enters the pre-suit process

Compensation :

$45,500 - $52,000 yearly DOE plus performance-based bonuses

Responsibilities :

• Client Communication & Onboarding : Serve as the first point of contact for potential clients. Conduct compassionate, thorough intake calls to gather key facts, explain the firm's process, and ensure clients feel supported from day one.
• Case Screening & Evaluation : Assess new inquiries to determine case viability based on firm criteria, accident details, injuries, treatment, and liability information. Escalate high-priority cases to the attorney promptly.
• Documentation Collection : Obtain essential documents from clients—photos, insurance information, accident reports, medical provider details, and any available evidence needed to open the file properly.
• Insurance Verification : Confirm the correct at-fault carrier, claim number, and policy limits when possible. Ensure accurate information is recorded before the case transitions to pre-suit.
• Initial Records Requests : Send requests for basic incident reports or available documentation needed at intake (e.g., crash reports, property incident reports, police exchange cards).
• Case Setup in Case Management Software : Create and organize new case files in the firm's case management system. Input all required data, upload documents, and ensure all initial tasks, tags, and deadlines are accurately set.
• Client Follow-Up : Maintain consistent communication with new clients during their first weeks of treatment to ensure they are connected with proper providers and understand the next steps.
• Coordination with Pre-Suit Team : Collaborate with case managers to ensure a smooth and complete handoff once intake is finalized, and all required information has been collected.
• Professional Representation : Uphold the firm's standard of excellence by providing compassionate, clear communication that reflects Amber Hall Law's commitment to client care and justice.

Qualifications :

About Company

AMBER HALL LAW is a powerhouse personal injury firm driven by a passion for justice and client care! We're all about making a real impact, helping clients get the care and compensation they deserve with dedication and tenacity. Our team thrives in a high-energy, positive environment that's all about growth, teamwork, and winning for clients. Here, success isn't just a goal – it's the standard. Join us and be part of a dynamic team making a difference every day!

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Compensation details : 45500-52000 Yearly Salary

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