Client Intake & Qualification Specialist

Jimerson Birr; Jacksonville (FL); On-site; USD 45,000 - 60,000; Full time

Job summary

Jimerson Birr in Jacksonville, FL is seeking a Client Intake Specialist to be the first human connection for prospective clients. You will capture inquiries, qualify leads, and schedule consultations while maintaining speed and accuracy within established processes.

The role emphasizes listening, clear communication, and professional handling of sensitive client information, with opportunities to collaborate across the Sales and Marketing team.

Qualifications

• Experience in client intake or similar front-line role.
• Excellent verbal communication and active listening.
• Ability to follow established processes and scripts.
• Strong attention to detail and organization.

Responsibilities

• Respond quickly and professionally to inbound inquiries.
• Create a positive first impression for every prospective client.
• Gather accurate information during initial conversations.
• Confirm contact details and required permissions.
• Schedule consultations and warm transfers.
• Prepare prospects for the consultation.
• Follow up with non-responsive prospects.
• Document reasons for lost opportunities.

Skills

Client intake experience

Customer service

Administrative support

Inside sales

CRM systems

Tools

CRM systems

Scheduling platforms

AI tools

Job description

Jimerson Birr in Jacksonville, FL is seeking a Client Intake Specialist to be the first human connection for prospective clients. You will capture inquiries, qualify leads, and schedule consultations while maintaining speed and accuracy within established processes.

The role emphasizes listening, clear communication, and professional handling of sensitive client information, with opportunities to collaborate across the Sales and Marketing team.