First-Contact Intake Specialist: Speed & Precision

Socket.dev; Jacksonville (FL); On-site; USD 42,000 - 54,000; Full time

Job summary

Jimerson Birr is seeking a Client Intake Specialist in Jacksonville, FL. This role is the first human connection for prospective clients and requires speed, accuracy, and empathy while capturing information and routing opportunities efficiently.

You will respond to inquiries, qualify leads, schedule consultations, and prepare prospects for the next steps. The ideal candidate is dependable, organized, and comfortable working with deadlines in a fast-paced environment.

Qualifications

• Experience in client intake, customer service or inside sales.
• Excellent verbal communication and active listening.
• Strong attention to detail and accuracy.
• Ability to follow established processes and scripts.
• Professionalism and discretion when handling confidential information.

Responsibilities

• Be the first point of contact for inquiries and qualify prospects.
• Respond quickly and professionally to inbound inquiries.
• Gather accurate information and confirm details.
• Schedule consultations and coordinate next steps.
• Prepare prospects for consultation and ensure smooth handoffs.

Skills

Client intake experience

Verbal communication

Active listening

Attention to detail

CRM systems

Time management

Multiple priorities

Discretion

Tools

CRM platforms

Scheduling platforms

AI-assisted tools

Job description

Jimerson Birr is seeking a Client Intake Specialist in Jacksonville, FL. This role is the first human connection for prospective clients and requires speed, accuracy, and empathy while capturing information and routing opportunities efficiently.

You will respond to inquiries, qualify leads, schedule consultations, and prepare prospects for the next steps. The ideal candidate is dependable, organized, and comfortable working with deadlines in a fast-paced environment.