Contract Client Intake Specialist Needed!

Ultimate Staffing; Timonium (MD); On-site; USD 28,000 - 32,000; Full time

Job summary

Ultimate Staffing in Timonium, MD is seeking an Intake Specialist to manage new client sign-ups by phone and in person. You will gather information, investigate the caller's legal matters, and route inquiries to the appropriate team while delivering a compassionate, professional experience.

This role handles high call volumes, aims to ensure client satisfaction, and requires strong communication, organization, and teamwork. Salary is $20-23 per hour.

Qualifications

• Ability to handle a heavy call volume (70+ daily) with tact and empathy.
• Conveys confidence on the phone.
• Strong communication skills and highly organized.
• Strong teamwork abilities.
• Customer Service or Call Center experience preferred, but not required.
• Comfortable using programs and software.

Responsibilities

• Conduct phone case consultations with potential new clients, and process case sign ups accordingly.
• Assist clients with questions and concerns pertaining their case sign-up process.
• Coordinate clinic appointments for all new clients.
• Review and process all potential new case leads from clients, law firms, lead companies and clinics.
• Ensure all case intake legal documents are processed, signed, and executed properly.
• Ensure that all phone calls in the Intake Ring Group are routed to the correct point of contact e.g. legal team, attorney, department(s), etc.

Skills

Heavy call volume management

Phone confidence

Strong communication

Teamwork

Customer service experience

Software familiarity

Job description

Job Summary

The Intake Specialist is responsible for managing the process of signing up new clients both on the phone and in person. This position requires the right combination of phone skills, empathy, and knack to investigate the root of the callers legal matters. Often the first point of contact for our clients, the Intake Specialist plays a vital role determining our clients satisfaction. $20-23/hour

Responsibilities and Duties

• Conduct phone case consultations with potential new clients, and process case sign ups accordingly.
• Assist clients with questions and concerns pertaining their case sign-up process.
• Coordinate clinic appointments for all new clients.
• Review and process all potential new case leads from clients, law firms, lead companies and clinics.
• Ensure all case intake legal documents are processed, signed, and executed properly.
• Ensure that all phone calls in the Intake Ring Group are routed to the correct point of contact e.g. legal team, attorney, department(s), etc.

Qualifications and Skills

• Be able to handle a heavy call volume (70+ daily) with tact and empathy.
• Conveys confidence on the phone.
• Strong communication skills and highly organized.
• Strong teamwork abilities.
• Customer Service or Call Center experience preferred, but not required.
• Comfortable using programs and software.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.