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Senior Intake Specialist - Remote

Posted 33 weeks ago

Overview

The Senior Intake Specialist at Jacoby & Meyers plays a crucial role in assisting clients seeking legal help, utilizing strong sales and customer service skills to convert leads into retained clients.

In Short

  • Serve as the first point of contact for leads seeking legal assistance.
  • Evaluate potential cases based on gathered information.
  • Maintain accurate records of client interactions.
  • Convert qualified leads into retained clients.
  • Participate in continuous training for client interaction.
  • Earn incentive compensation in addition to base salary.
  • Work a 40-hour shift that may include weekends and holidays.
  • Fully remote position.
  • Basic understanding of personal injury law is a plus.
  • Bilingual fluency in Spanish is required.

Requirements

  • 4+ years of experience in legal intake or auto insurance sales.
  • Excellent verbal communication skills.
  • Empathetic and persuasive communication skills.
  • Conflict resolution skills.
  • Active listening skills.
  • Excellent time management skills.
  • Salesforce or similar CRM experience is a plus.
  • Bachelor’s degree is a plus.
  • Open to feedback and adaptable to changes.
  • Basic legal knowledge is a plus.

Benefits

  • Medical, Dental, Vision, and Pet Insurance.
  • 401(k) with Company Match.
  • Company-paid Life Insurance and AD&D Coverage.
  • Paid Time Off and Sick Time.
  • Remote work options.
  • Learning and Development Programs.
  • Cell Phone and Internet Stipend.
  • Commuter Transportation Incentive.
  • Fully-paid parking.
  • Short-term and Long-term Disability.

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