Intake Specialist - San Diego, United States - Gomez Trial Attorneys

Description

Job Description

Intakes Specialist Job Description

Title: Intakes Specialist

Department: Utilities

Employment status: Full Time

FLSA Status: Non-Exempt

Compensation: $ $28.00 per hour

Gomez Trial Attorneys is a highly successful, community focused, fast-growing Trial Law Firm headquartered in Downtown San Diego with multiple offices across Southern California.

As a high-performing and dynamic team, we pride ourselves on doing the right thing, every time, even when no one is looking. Integrity, teamwork, service, and community are our watchwords. You will be helping us reach those in the community who are looking for someone to defend them – helping them through some of the most challenging financial, medical, and personal situations people face.

The Intakes Specialist is tasked with receiving and assessing new potential clients, overseeing the onboarding of new clients, and evaluating incoming claims via phone. Collaborating with an assigned Intakes lawyer, this role facilitates scheduling for initial meetings. It's a sales-oriented position suited for a dynamic and motivated individual with a positive demeanor and adeptness at fostering relationships.

Being part of our Intakes Team means you'll play a crucial role in our firm's success by bringing in new clients and embodying our vision through exceptional customer experiences.

• The essential functions include, but are not limited to the following:
• Develop and create relationships with potential and existing clients.
• Obtains client information by answering telephone calls, interviewing clients, verifying information.
• Effectively use sales tactics to close leads according to team goals and quotas
• Maintains potential client logs per procedures in place.
• Informs clients by explaining procedures, answering questions, providing information.
• Handles all follow-ups with potentials clients, with persistence and patience for wanted leads.
• Effectively explain fee agreements to clients
• Works directly with intake attorneys to evaluate cases gather all additional information to potentially sign the case.
• Make Determinations to sign or decline cases.
• Assists with preparing new client representation packets.
• Handles all rejections promptly, following processes in place.
• Prepare new client files.

• Bachelor's degree and minimum 2 years related experience preferred.
• Sales team experience preferred but not required.
• Have the ability to manage multiple projects simultaneously.
• Energetic, hands-on, self-starter who can succeed with minimal supervision.
• Strong communication and phone skills.
• Proficient with Microsoft Suite products (Word, Excel, Outlook)
• Proven ability to build and maintain relationships with clients.
• Excellent time management is a must.
• Bilingual language Spanish a plus.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum level of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Gomez Trial Attorneys is proud to be an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, gender identity, transgender status, sexual orientation, protected veteran status, or other protected class.