Intake Specialist

Southwest Law Firm, PLLC; Glendale (CA); Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Vision insurance

Work from home

Job summary

Southwest Law Firm, PLLC is looking for an Intake Specialist in Glendale, CA. In this full-time hybrid role, you will support clients through the intake and onboarding process, ensuring a positive experience while managing their needs effectively.

The ideal candidate should have experience in client intake or customer service, possess excellent communication skills, and be able to manage high call volumes. Benefits include health insurance and a 401(k) plan.

Qualifications

• 1-2 years of experience in client intake, customer service, or related roles.
• Strong attention to detail and organizational skills.
• Excellent verbal and written communication.

Responsibilities

• Serve as primary point of contact for veterans seeking assistance.
• Conduct intake evaluations and manage inbound and outbound calls.
• Accurately enter client information in the CRM system.

Skills

Client intake experience

Customer service skills

Multitasking

Proficiency in Microsoft Office

Communication skills

Tools

CRM systems

Job description

Glendale, United States | Posted on 06/29/2026

The Intake Specialist supports the firm’s client intake and onboarding operations by serving as a primary point of contact for veterans seeking legal assistance. This role is responsible for conducting intake evaluations, managing client communications, gathering documentation, and ensuring accurate case entry and data integrity. Reporting to the Intake Manager, this position plays a critical role in creating positive client experience while maintaining operational efficiency, accuracy, and professionalism.

The ideal candidate is empathetic, highly organized, reliable, and capable of managing high-volume client interactions while maintaining exceptional service standards.

Duties

• Serve as primary point of contact for veterans seeking assistance with VA disability claims
• Respond promptly to client inquiries via phone, email and other communication channels
• Conduct intake evaluations and manage high volumes of inbound and outbound calls
• Assist clients in completing required paperwork and gathering supporting documentation
• Educate clients on the intake process and next steps in the claims process
• Accurately enter and maintain client information and case details in the CRM system
• Maintain organized and complete client records and documentation
• Conduct follow-up communications to ensure client understanding and satisfaction
• Identify and escalate complex or sensitive issues to appropriate leadership
• Collaborate with attorneys, agents and internal teams to ensure seamless client service
• Support the Intake Manager with special projects and operational needs
• Perform additional duties as assigned

Qualifications

• 1–2 years of experience in client intake, customer service, call center, or client support roles (legal, medical, or benefits environment preferred)
• Strong attention to detail and organized skills
• Excellent verbal and written communication skills
• Ability to manage high call volume and multitask in a fast-paced environment
• Proficiency in Microsoft Office (Outlook, Word, Excel) and CRM systems
• Ability to de‑escalate challenging or emotional client situations
• Customer service–focused approach with strong professionalism
• Ability to work independently and as part of a team
• Familiarity with the VA disability claims process is a plus
• Former military members and military spouses encouraged to apply

Who You Are

• You are compassionate, patient, and client-focused
• You communicate clearly and professionally under pressure
• You are highly organized and value accuracy and consistency
• You thrive in structured environments with clear workflows and expectations
• You take pride in delivering exceptional service to veterans
• You are dependable, adaptable, and eager to grow within a mission-driven team
• You care deeply about creating a positive experience for every client interaction

Job Type: Full-time

Hybrid

• 401(k)
• 401(k) matching
• Health insurance
• Vision insurance
• Work from home

Southwest Law Firm, PLLC is an Equal Opportunity Employer and does not discriminate on the basis of race or ethnicity, religion, sex, national origin, age, veteran disability or genetic information or any other reason prohibited by law in employment.