Bilingual Senior Intake Specialist

Lead Interaction: Serve as the first point of contact for leads seeking legal assistance through one of our communication channels. No Cold Calling – All leads have asked us to contact them or are calling us.

Case Assessment: Evaluate the potential viability of cases based on the gathered information and the qualifications of our partner firm.

Make a great and lasting impression on clients and potential clients

Follow-up with callers in a consistent and respectful manner.

Documentation and Record Keeping: Maintain accurate and organized records of all client interactions, case details, and related documents. Input data into case management systems or databases for easy access and retrieval.

Refer clients with non-personal injury cases to partner law firms

Convert 95% of qualified leads into retained clients by using your sales skills to build rapport with callers and explaining the value that Jacoby & Meyers provides to their clients

Training: Participate in continuous guided and self-directed training to stay updated on procedures, terminology, and best practices for client interaction.

Earn incentive compensation in addition to a competitive base salary

4+ Years of Experience with legal intake, paralegal work, or auto insurance sales

Legal Knowledge: Basic understanding of personal injury and motor vehicle accident law to better assess case viability and communicate effectively with clients and attorneys considered a plus

Excellent verbal communication skills: Specialists will spend a majority of time on the phone with potential clients

Empathetic, caring and persuasive communication skills

Conflict Resolution Skills: Ability to handle and defuse potential conflicts with callers while maintaining a professional demeanor.

Apply active listening skills through the ability to comprehend information presented and respond thoughtfully

Excellent time management skills to handle all aspects of their responsibilities efficiently without compromising service quality.

Bilingual fluency in Spanish is required

Open to constructive feedback and adaptable to changes

Salesforce or similar CRM experience considered a plus

Bachelor’s Degree a plus

Medical, Dental, Vision and Pet Insurance

401(k) with Company Match

Company-paid Life Insurance and AD&D Coverage, Voluntary Life Insurance

Short-term and Long-term Disability

Employee Assistance and Travel Assistance Programs

Paid Time Off, Paid Sick Time, Paid Holidays

Health FSA and Dependent Care FSA

Accident Insurance

Commuter Transportation Incentive

Cell Phone and Internet Stipend

Fully paid parking

Remote Positions