Intake Sales Specialist — Onsite, Atlanta

Case Source; Atlanta (GA); On-site; USD 42,000 - 56,000; Full time

Job summary

Case Source in Atlanta, GA is seeking a full-time Intake Sales Specialist to handle inbound and outbound calls with prospective clients, gather essential case information, and assess qualification criteria for motor vehicle accident retainers. You will guide prospects through intake questions, explain services clearly, and ensure accurate data entry into the CRM.

Daily work includes following up on leads, meeting call volume and conversion targets, collaborating with teammates to improve scripts

Qualifications

• Ability to handle inbound and outbound calls with prospective clients.
• Gather essential case information and assess qualification criteria for motor vehicle accident retainers.
• Explain services clearly and guide prospects through intake questions.
• Ensure accurate data entry into CRM or intake systems.
• Maintain confidentiality and professionalism in all client interactions.

Responsibilities

• Handle inbound and outbound calls with prospective clients and gather essential case information.
• Assess qualification criteria for motor vehicle accident retainers and guide prospects through intake questions.
• Explain services clearly and ensure accurate data entry into CRM or intake systems.
• Follow up on leads daily to meet call volume and conversion targets.
• Collaborate with team to improve scripts and workflows while maintaining professionalism.

Skills

Inbound and outbound calls

Lead qualification

CRM software

Data entry accuracy

Professional communication

Education

High school diploma or equivalent

Tools

CRM system

Job description

Case Source in Atlanta, GA is seeking a full-time Intake Sales Specialist to handle inbound and outbound calls with prospective clients, gather essential case information, and assess qualification criteria for motor vehicle accident retainers. You will guide prospects through intake questions, explain services clearly, and ensure accurate data entry into the CRM.

Daily work includes following up on leads, meeting call volume and conversion targets, collaborating with teammates to improve scripts