- We offer a benefits package, which includes health, dental, vision, bonus pay, bonus incentives, 401k plan, life insurance, holiday pay, and periodic office-sponsored lunches
- Answer incoming phone calls in a professional and courteous manner, promptly addressing inquiries and providing accurate information.
- Determine the nature of calls and direct them to the appropriate departments or individuals within the firm.
- Ensure that all phone calls are logged and tracked in the CRM system for future reference and follow-up
- Receive and document leads obtained through various channels, such as phone calls, website inquiries, and referrals.
- Enter lead information into the CRM system, ensuring the accuracy and completeness of data.
- Follow established protocols to assess the viability of leads and prioritize them accordingly.
- Coordinate with attorneys and staff to distribute leads appropriately, ensuring efficient and effective follow-up
- Regularly update the CRM system with new leads, status changes, and relevant information.
- Implement and adjust standardized protocols for data entry and management to ensure consistency and accuracy.
- Generate reports and analyze data as assigned to identify trends, opportunities, and areas for improvement in the intake process
- Answer roll-over calls and new case calls, ensuring professional and friendly interactions with clients and visitors.
- Occasionally covering front desk responsibilities
- Assist with administrative tasks and other duties as assigned
- Experience in customer service, sales, retail, or food service roles/industries is required.
- Previous experience in a law firm or professional services environment is a plus.
- Strong organizational skills with the ability to manage multiple tasks simultaneously.
- Excellent ability to interact professionally with clients, staff, and attorneys.
- Proficiency in using CRM systems and other software applications for data entry and management required.
- Attention to detail and a high level of accuracy in data entry and recordkeeping.
- Ability to work under pressure in a fast-paced environment and meet deadlines.
- Familiarity with legal terminology and procedures.
- Proficiency with Microsoft Office products, especially Microsoft Excel.
- Excellent and empathetic verbal and written communication skills are required.
- High school diploma or GED is a requirement; Bachelor's degree is a plus.
- Fluency in English and Spanish is required, both written and verbal.
- Must be able to work Monday-Friday; 9 am-5 pm
- Answer incoming phone calls in a professional and courteous manner, promptly addressing inquiries and providing accurate information.
- Determine the nature of calls and direct them to the appropriate departments or individuals within the firm.
- Ensure that all phone calls are logged and tracked in the CRM system for future reference and follow-up
- Receive and document leads obtained through various channels, such as phone calls, website inquiries, and referrals.
- Enter lead information into the CRM system, ensuring the accuracy and completeness of data.
- Follow established protocols to assess the viability of leads and prioritize them accordingly.
- Coordinate with attorneys and staff to distribute leads appropriately, ensuring efficient and effective follow-up
- Regularly update the CRM system with new leads, status changes, and relevant information.
- Implement and adjust standardized protocols for data entry and management to ensure consistency and accuracy.
- Generate reports and analyze data as assigned to identify trends, opportunities, and areas for improvement in the intake process
- Answer roll-over calls and new case calls, ensuring professional and friendly interactions with clients and visitors.
- Occasionally covering front desk responsibilities
- Assist with administrative tasks and other duties as assigned
-
Intake Specialist
1 week ago
WGK Personal Injury Lawyers Baltimore, United StatesJob Description · Job DescriptionWe are seeking a highly organized Intake Specialist to join our prestigious law firm. As the Intake Specialist, you will be responsible for overseeing multiple receptionist tasks, ensuring that all phone calls are answered promptly and professiona ...
-
Intake Specialist
5 days ago
Baltimore City Community College Baltimore, United States/Job SummaryThe Intake Specialist is responsible for processing new student applications and registrations. This includes completing customer/student scheduling,administering departmental surveys, entering test results and other data for Workforce Development programs.Responsibil ...
-
Intake Specialist
5 days ago
WGK Personal Injury Lawyers Baltimore, United States· We are seeking a highly organized Intake Specialist to join our prestigious law firm. As the Intake Specialist, you will be responsible for overseeing multiple receptionist tasks, ensuring that all phone calls are answered promptly and professionally, and maintaining the organ ...
-
Intake Specialist
6 days ago
Baltimore City Community College Baltimore, Maryland, United States Permanent/Job Summary · The Intake Specialist is responsible for processing new student applications and registrations. This includes completing customer/student scheduling,administering departmental surveys, entering test results and other data for Workforce Development programs. · Respo ...
-
Intake Specialist
4 days ago
The Law Offices of Steven H. Heisler Baltimore, United StatesJob Description · Job DescriptionOur Baltimore Personal Injury Firm is growing and we are seeking a full-time Intake Specialist to become a part of our personal injury team As an intake coordinator you will provide excellent customer service to our new and returning clients as th ...
-
Intake Specialist
2 days ago
Baltimore City Community College Baltimore, United States/Job Summary The Intake Specialist is responsible for processing new student applications and registrations. This includes completing customer/student scheduling,administering departmental surveys, entering test results and other data for Workforce Development programs. · Respo ...
-
Intake Specialist
1 week ago
Roberta's House Baltimore, United StatesIf you are enthusiastic, detail-oriented, organized, and have a solid skill set in human services, we want to discuss joining our team. At Roberta's HouseA Family Grief Support Center, we foster a supportive and collaborative work environment. We are nationally recognized as a pr ...
-
Intake Specialist
1 week ago
Roberta's House Baltimore, United StatesIf you are enthusiastic, detail-oriented, organized, and have a solid skill set in human services, we want to discuss joining our team. At Roberta's House–A Family Grief Support Center, we foster a supportive and collaborative work environment. We are nationally recognized as a p ...
-
Intake Specialist II
1 week ago
Kennedy Krieger Institute Baltimore, United StatesOverview · The Intake Specialist II (Care Center) will perform front end clinical operation activities which include, but are not limited to, scheduling, charge entry and routine financial counseling activities. The incumbent will interact with client, families, clinicians and ad ...
-
Intake Specialist
1 week ago
Phoenix Health Services Baltimore, United States**INTAKE SPECIALIST** · **EXEMPT/NON-EXEMPT**:Exempt · **Department**: Administrative · **Administrative Supervisor**: Clinical Supervisor · **Work Schedule**: Monday through Friday, 8:30 a.m. to 5:00 p.m. · **Education/Experience (REQUIRED)**: · - _**ADT, CSC, CAC or greater cer ...
-
Legal Intake Specialist
1 week ago
Latitude, Inc. Baltimore, United StatesJob description · Proofread and transcribe documents · File and organize documents · Manage document management systems · Process new file openings as requested by Firm attorneys and secretaries in accordance with the Firm's guidelines for new client and matters · Backup for Cash ...
-
Intake Specialist
4 weeks ago
Baltimore City Community College Baltimore, United States**Description/Job Summary** · **Responsibilities/Duties** · - Responsible for assessment, intake and referral of students enrolling in Workforce Development courses. · - Schedule placement tests to incoming students · - Advise students of score and assign them to the appropriate ...
-
Intake Specialist
5 days ago
Baltimore City Community College Baltimore, United States**Description/Job Summary** · **Responsibilities/Duties** · - Responsible for intake and referral of students enrolling in Workforce Development courses. · - Strong customer service skills. · - Conducts quality checks for student registration and enrollment forms. · - Submits stu ...
-
New Business Intake Specialist
2 weeks ago
Experis Baltimore, United StatesOur client is seeking a New Business Intake Specialist to join their team in Law Firm. The ideal candidate will have strong communication and people skills as well as analytical and organizational skills which will align successfully in the organization. · Job Title: New Busines ...
-
New Business Intake Specialist
1 week ago
Manpower Group Inc. Baltimore, United StatesOur client is seeking a New Business Intake Specialist to join their team in Law Firm. The ideal candidate will have strong communication and people skills as well as analytical and organizational skills which will align successfully in the organization. · Job Title: New Business ...
-
Intake & Assessment Specialist
3 weeks ago
Above it All LLC Baltimore, United StatesJob Description Job Description Above It All is seeking contractual Intake & Assessment Specialists to provide biopsychosocial assessments, crisis interventions, develop Individualized RehabilitationPlans and offer referrals and resources for clients and families enrolling in ser ...
-
Aba Intake Specialist
1 week ago
Move Up ABA Baltimore, United States**Company: Move Up ABA** · **Location: Remote** · **About Move Up ABA**: At Move Up ABA, we are dedicated to providing top-notch ABA therapy services to children with autism spectrum disorder. Our mission is fueled by the 'wow' moments we create, enhancing the lives of our client ...
-
Intake & Assessment Specialist
4 weeks ago
Above it All LLC Baltimore, United StatesAbove It All is seeking contractual Intake & Assessment Specialists to provide bio · psychosocial assessments, crisis interventions, develop Individualized Rehabilitation · Plans and offer referrals and resources for clients and families enrolling in services. · **Responsibilitie ...
-
Intake/outreach Specialist
3 weeks ago
University of Maryland Medical System Baltimore, United States**Company Description** · Renowned as the academic flagship of the University of Maryland Medical System, our Magnet-designated facility is a nationally recognized, academic medical center with opportunities across the continuum of care. Come join UMMC and discover the atmosphere ...
-
Central Intake Specialist
1 week ago
CommuniCare Corporate Linthicum Heights, United StatesCommuniCare Corporate - Are you an energetic professional with previous Admissions Experience in Long Term Care? · CommuniCare Health Services is currently seeking the right professional individual to fill the full time position of Central Intake Specialist for its Central Intake ...
Intake Specialist - Baltimore, United States - WGK Personal Injury Lawyers
Description
We are seeking a highly organized Intake Specialist to join our prestigious law firm.As the Intake Specialist, you will be responsible for overseeing multiple receptionist tasks, ensuring that all phone calls are answered promptly and professionally, and maintaining the organization of leads in the firms Customer Relationship Management (CRM) system.
Your primary focus will be on providing exceptional customer service, streamlining the intake process, and ensuring that leads are properly managed and follow established protocols.
Fluency in both English and Spanish is required.Responsibilities:
Phone Call Management:
Lead Intake and Management:
CRM System Maintenance:
Receptionist Tasks:
Administrative and Other Tasks:
Qualifications:
Compensation:
$16 - $19 hourly
Phone Call Management:
Lead Intake and Management:
CRM System Maintenance:
Receptionist Tasks:
Administrative and Other Tasks:
