Client Intake Specialist - Legal Services

Eric Buchanan & Associates; Chattanooga (TN); On-site; USD 25,000 - 35,000; Full time

Benefits offered by this job

Health insurance

Bonus program

401k

Paid time off

Long term disability

Life insurance

AD&D insurance

HSA

Dental & vision

Free parking

Job summary

Eric Buchanan & Associates is seeking an Intake Team member in Tennessee to be the first point of contact for potential clients seeking disability insurance and ERISA benefits. You will deliver outstanding customer service, manage inquiries, and coordinate with attorneys to move cases forward.

Join a team that values integrity, teamwork, and a commitment to learning, with a full-time role offering benefits and a supportive environment.

Qualifications

• Experience in a customer service role in a professional service environment (law firm, etc.).
• Strong communication with attorneys, clients, and referral sources.
• Punctuality and dependable attendance.
• Desire to learn, grow, and contribute as a team member.

Responsibilities

• Answering the phone.
• Tracking and managing all potential clients from first contact to turn away or case taken.
• Communicating, following up, and following through with attorneys, potential clients, and referral sources.
• Providing potential clients with top-notch customer service.
• Being a relationship manager with clients and referral sources.
• Calling potential clients by the end of the day.
• Following up with the intake attorney after an intake appointment.
• Sending out and following up on contracts and case documents.
• Opening and setting up cases in the case management system.
• Sending turn-away letters to potential clients and referrals.
• Closing cases following detailed procedures.
• Updating referrals in the referral source management program.
• Exploring marketing opportunities with attorneys and referral networks.

Skills

Customer service

Telephone skills

Attention to detail

Organization

Multi-tasking

Follow-through

Problem-solving

Team player

Job description

Eric Buchanan & Associates is seeking an Intake Team member in Tennessee to be the first point of contact for potential clients seeking disability insurance and ERISA benefits. You will deliver outstanding customer service, manage inquiries, and coordinate with attorneys to move cases forward.

Join a team that values integrity, teamwork, and a commitment to learning, with a full-time role offering benefits and a supportive environment.