Intake Coordinator

Loyd J Bourgeois Injury & Accident Lawyer

New Orleans (LA)

On-site

USD 35,000 - 50,000

Full time

5 days ago
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Benefits offered by this job

PTO 15 days
Health insurance
Life insurance
401(k) plan
Discretionary bonus

Job summary

Loyd J Bourgeois Injury & Accident Lawyer in Louisiana is seeking an Intake Coordinator to be the first voice potential clients hear and to shape their experience with our firm.

The role requires empathetic communication, data gathering, and managing a high volume of calls in an in-office setting, with opportunities for growth and a supportive team.

Experience in intake, customer service, and familiarity with Filevine or similar software is a plus.

Qualifications

  • 1+ year of experience in a customer-facing, intake, call center, client coordination, or customer service role
  • Exceptional verbal communication skills and the ability to confidently guide conversations
  • Comfortable asking direct questions and gathering sensitive information in a professional manner
  • Strong attention to detail and data entry accuracy
  • Ability to multitask and manage a high volume of calls in a fast-paced environment
  • Reliable, punctual, and committed to working in an in-office setting
  • Strong problem-solving skills and sound judgment
  • Comfortable learning and utilizing technology platforms and software systems

Responsibilities

  • Serve as the first point of contact for prospective clients, handling calls with professionalism, empathy, and confidence
  • Gather complete intake information, including injury details, accident circumstances, and insurance information
  • Navigate conversations effectively to uncover potential injury claims, even when callers initially focus on other concerns
  • Evaluate case viability and follow established intake procedures to sign, defer, or decline matters appropriately
  • Sign cases with significant injuries for further investigation, even when liability questions remain
  • Manage difficult, emotional, or resistant callers with professionalism and sound judgment
  • Accurately document intake information within Filevine and maintain clean, organized records
  • Conduct follow-up outreach with leads and track status updates throughout the intake process
  • Coordinate with the case management team to ensure a smooth transition after a case is signed
  • Maintain a working knowledge of the firm's practice areas and case criteria to answer questions confidently

Skills

Customer service
Communication
Multitasking
Data entry
In-office presence

Tools

Filevine

Job description

About Loyd J Bourgeois Injury & Accident Lawyer

We’re not just another law firm; we’re a team of passionate professionals committed to advocating for individuals who have been injured in accidents. We build lasting relationships with our clients and take pride in being approachable, responsive, and deeply human in everything we do. We listen first, communicate with empathy, and follow through—because no one should have to navigate the legal system or battle bureaucracy alone. We practice and offer work life balance to our employees - we are parents and we get the balance that is needed!


As a growing tech-driven firm, we hold client experience and results to a high priority - we genuinely care about the people we serve. Our mission is simple: to secure fair compensation for our clients—and we’ve been doing that successfully for years. We are seeking an Intake Coordinator who will serve as the first voice potential clients hear and play a critical role in shaping their experience with our firm. This is not a passive answering role—it is an opportunity to make a meaningful impact by helping people during difficult moments and ensuring they receive the support they need. To learn more, visit our website: www.ljblegal.com.



  • 15 total PTO days (2 weeks of vacation + 1 week of sick time on a pro-rata basis based on start date) + firm-observed holidays

  • 100% paid health insurance for the employee + 25% paid health insurance for dependents

  • Life insurance

  • A 401(k) plan with a firm match

  • Potential for an annual discretionary performance bonus


Responsibilities:


  • Serve as the first point of contact for prospective clients, handling calls with professionalism, empathy, and confidence

  • Gather complete intake information, including injury details, accident circumstances, and insurance information

  • Navigate conversations effectively to uncover potential injury claims, even when callers initially focus on other concerns

  • Evaluate case viability and follow established intake procedures to sign, defer, or decline matters appropriately

  • Sign cases with significant injuries for further investigation, even when liability questions remain

  • Manage difficult, emotional, or resistant callers with professionalism and sound judgment

  • Accurately document intake information within Filevine and maintain clean, organized records

  • Conduct follow-up outreach with leads and track status updates throughout the intake process

  • Coordinate with the case management team to ensure a smooth transition after a case is signed

  • Maintain a working knowledge of the firm's practice areas and case criteria to answer questions confidently


Requirements:


  • 1+ year of experience in a customer-facing, intake, call center, client coordination, or customer service role

  • Exceptional verbal communication skills and the ability to confidently guide conversations

  • Comfortable asking direct questions and gathering sensitive information in a professional manner

  • Strong attention to detail and data entry accuracy

  • Ability to multitask and manage a high volume of calls in a fast-paced environment

  • Reliable, punctual, and committed to working in an in-office setting

  • Strong problem-solving skills and sound judgment

  • Comfortable learning and utilizing technology platforms and software systems


Bonus Experience:


  • Experience working in a law firm, medical office, or insurance environment

  • Experience with Filevine or similar case management software

  • Bilingual in English and Spanish


Please note that this job description is intended to provide a general overview of the position and is not representative of all responsibilities, duties, and skills required.


Loyd J Bourgeois Injury & Accident Lawyer is an equal opportunity employer. The position is located in the firm’s Luling, LA office. Relocation Assistance is not offered for this position. Applicants must be legally authorized to work in the United States.

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