Intake Specialist Houston, The Law Office of Bryan Fagan, TX, US

Job Description

Are you organized with a good work ethic, and self-disciplined? If so, we would love for you to join our growing team of Intake Specialist.

We are seeking an experienced and motivated individual to join our firm as an Intake Specialist. As part of our intake team, you are the first point of contact for most new clients, gathering case information and coordinating their entry into our system. You accurately document the clients' case details, qualify the lead before placing them in our scheduling system and directing them to the appropriate consultation process. You must have strong communication skills, experience with accurate data entry, and the desire to learn common legal terminology.

Bring your reliable and upbeat personality to our firm!

Responsibilities:

  • Meet daily call quota to qualify potential new clients.
  • Build rapport with callers via email, phone or in-person.
  • Gather data from inquiries to qualify potential new clients.
  • Prepare necessary reports.
  • Scan documents
  • Prepare documents
  • Handle high volume incoming and outgoing calls
  • Follow script to gather information from callers
  • Enter information into an online system
  • Front desk reception responsibilities required.
  • Gather reports at the end of the shift
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