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Gomez Trial Attorneys logoGomez Trial Attorneys

New Client Specialist

San Diego, California, United States · On-site

$26/hr–$28/hr

Entry level

Job Description Title: Intakes Specialist Employment Status: Full-time FLSA Status: Non-exempt Compensation: $26-$28 hourly Position Summary The Intakes Specialist is tasked with receiving and assessing new potential cli…

Skills: Sales Tactics, Client Relationship Management, Phone Communication, Case Evaluation, Microsoft Word

Gomez Trial Attorneys logo

New Client Specialist

Gomez Trial Attorneys

San Diego, California, United States • On-site

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Entry level

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  • $26/hr–$28/hr
  • Full-time
  • associate degree, bachelor degree
  • Posted 36d ago
  • ~40 hrs/week

Responsibilities

The Intakes Specialist is responsible for receiving, assessing, and onboarding new potential clients through phone interviews and case evaluations. The role involves using sales tactics to close leads and collaborating with intake attorneys to determine whether to sign or decline cases.

Requirements

A Bachelor's or Associate degree with at least one year of related experience is preferred. Candidates should possess strong communication skills, proficiency in Microsoft Office, and the ability to manage multiple projects independently.

Full job description

Job Description

Title: Intakes Specialist

Employment Status: Full-time

FLSA Status: Non-exempt

Compensation: $26-$28 hourly

Position Summary

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.

Essential Duties And Responsibilities

  • 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.

Minimum Qualifications (Knowledge, Skills, and Abilities)

  • Bachelor’s Degree, Associates Degree and minimum 1 year 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.

Physical Demands and Work Environment

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.

Note

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 levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

The company is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.

Related keywords

Intakes SpecialistLegal IntakeLead ConversionClient OnboardingCase AssessmentFee AgreementsClient LogsSales QuotasCustomer ExperienceMicrosoft SuiteBilingual SpanishLegal Services

About Gomez Trial Attorneys

LinkedInVisit site

Get a Real Trial Lawyer! Get Gomez!

Industry
Legal Services
Company size
51-200 employees
Founded
2005
Headquarters
San Diego, California
LinkedIn followers
2,450

Gomez Trial Attorneys is the largest plaintiffs'​ trial firm located in San Diego. We are a team of San Diego personal injury attorneys and we handle cases ranging from catastrophic injury to wrongful death and several others including insurance disputes, elder abuse and business disputes. Over the past decade, we have earned more than $350 million in verdicts and settlements for our clients. That includes more than 50 settlements of more than $1 million and 20 verdicts of at least $1 million. We have also won the largest wrongful death verdict in California, that being $106 million. In addition to our San Diego personal injury and wrongful death practices, we also work tirelessly for children's rights. Several children's rights lawyers work at the firm and we protect their rights with regards to physical harm, psychological abuse and bullying. Several San Diego personal injury attorneys at the firm dedicate their practices to representing consumers who have been injured by large corporations. These types of cases, known as mass torts in the legal world, involve situations relating to defective drugs and medications, environmental torts that affect residents and defective products matters. Finally, everyone who works at Gomez Trial Attorneys is committed to giving back to the community in every way possible. We host and sponsor several events throughout the year and work to bring attention to the causes to which we donate our time and other assets. If you have been harmed by someone else and you want to have your legal rights and options evaluated for free, contact a San Diego personal injury attorney at the Gomez Trial Attorneys to schedule a free initial consultation.

Offices: 755 Front St, San Diego, California 92101, US · 603 N. Coast Highway, Solana Beach, CA 92075, US

Personal InjuryWrongful DeathMass TortsClass ActionEnviornmental Litigationand Children's RightsLegalAdviceConsultingBusiness Intelligence
View all jobs at Gomez Trial Attorneys

About Gomez Trial Attorneys

LinkedInVisit site

Get a Real Trial Lawyer! Get Gomez!

Industry
Legal Services
Company size
51-200 employees
Founded
2005
Headquarters
San Diego, California
LinkedIn followers
2,450

Gomez Trial Attorneys is the largest plaintiffs'​ trial firm located in San Diego. We are a team of San Diego personal injury attorneys and we handle cases ranging from catastrophic injury to wrongful death and several others including insurance disputes, elder abuse and business disputes. Over the past decade, we have earned more than $350 million in verdicts and settlements for our clients. That includes more than 50 settlements of more than $1 million and 20 verdicts of at least $1 million. We have also won the largest wrongful death verdict in California, that being $106 million. In addition to our San Diego personal injury and wrongful death practices, we also work tirelessly for children's rights. Several children's rights lawyers work at the firm and we protect their rights with regards to physical harm, psychological abuse and bullying. Several San Diego personal injury attorneys at the firm dedicate their practices to representing consumers who have been injured by large corporations. These types of cases, known as mass torts in the legal world, involve situations relating to defective drugs and medications, environmental torts that affect residents and defective products matters. Finally, everyone who works at Gomez Trial Attorneys is committed to giving back to the community in every way possible. We host and sponsor several events throughout the year and work to bring attention to the causes to which we donate our time and other assets. If you have been harmed by someone else and you want to have your legal rights and options evaluated for free, contact a San Diego personal injury attorney at the Gomez Trial Attorneys to schedule a free initial consultation.

Offices: 755 Front St, San Diego, California 92101, US · 603 N. Coast Highway, Solana Beach, CA 92075, US

Personal InjuryWrongful DeathMass TortsClass ActionEnviornmental Litigationand Children's RightsLegalAdviceConsultingBusiness Intelligence
View all jobs at Gomez Trial Attorneys

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