Intake Specialist

Wewin; Louisville, Northern (KY, KY); Hybrid; USD 36,000 - 56,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with company match

Flexible Spending Account (FSA)

Health Savings Account (HSA)

Employer-paid Life Insurance

Short-Term Disability

Long-Term Disability

Employee Referral Bonus

Job summary

Isaacs & Isaacs seeks an Intake Specialist to be the first contact for potential clients, evaluating new cases and guiding individuals through the intake process. The role rewards clear communication, empathy, and a goal-driven mindset in a fast-paced environment.

You will gather case details, document information accurately, and coordinate with the intake team to determine case viability. Experience in sales, call center, or customer service is preferred, with bilingual English/Spanish a plus.

Qualifications

• 2+ years in sales, call center, or customer service.
• 2+ years in a role handling inquiries and intake.
• Strong communication skills (verbal and written).
• Empathetic yet persuasive with a goal-driven environment.
• Willing to work evenings, weekends, and flexible schedules.
• Typing speed of 40+ WPM and high organizational standards.

Responsibilities

• Respond to incoming calls and inquiries from prospective clients.
• Gather and document case details accurately and efficiently.
• Evaluate potential cases and determine fit and viability.
• Ensure each caller feels heard, supported, and confident in next steps.
• Guide prospective clients through the sign-up process and convert qualified leads.
• Build rapport and convert leads into signed clients.
• Collaborate with intake management on case evaluation decisions.
• Enter and maintain accurate data in the firm’s case management system.

Skills

Sales experience

Call center experience

Customer service

Strong communication

Empathy with sales

Typing 40+ WPM

Highly organized

Willingness to work evenings/weekends

Bilingual (English/Spanish)

Education

High School Diploma or GED

Job description

Hiring Company Description:

Since 1993, the attorneys of Isaacs & Isaacs have fought for injured victims in the states of Kentucky, Indiana, and Ohio. With over $2 BILLION collected for clients, Darryl Isaacs and the Isaacs team continue to call out big insurance companies, businesses, and individuals looking to make money off from victims injured in car crashes, truck accidents, commercial vehicles accidents, and wrongful death cases. We cannot undo the incident, but we can do everything in our power to make people whole in the eyes of the law by demanding justice and fair compensation.

Isaacs & Isaacs is seeking a motivated and customer-focused Intake Specialist to join our growing team. As the first point of contact for potential clients, this role plays a critical part in evaluating new cases, building trust, and guiding individuals through the intake process. This is an ideal opportunity for someone with sales, call center, or customer service experience who excels at communication and thrives in a fast-paced, goal-driven environment.

Key Responsibilities Include:

Client Intake & Case Evaluation

• Respond to incoming calls and inquiries from prospective clients
• Gather and document case details accurately and efficiently
• Evaluate potential cases and determine fit and viability
• Ensure each caller feels heard, supported, and confident in next steps

Sales & Client Conversion

• Guide prospective clients through the sign-up process
• Build rapport and convert qualified leads into signed clients
• Utilize persuasive communication and consultative sales techniques
• Meet or exceed monthly performance and conversion goals

Relationship Management & Coordination

• Collaborate with the intake management team on case evaluation decisions
• Maintain strong relationships with clients and internal teams
• Ensure timely follow-up and consistent communication

Administrative & System Management

• Enter and maintain accurate data in the firm’s case management system
• Upload and organize documents and client information
• Perform additional tasks as assigned

Requirements

Requirements

Requirements:

• 2+ years of experience in sales, call center, or customer service
• Strong communication skills (verbal and written)
• Ability to balance empathy with persuasive sales skills
• Comfortable working in a goal-driven, performance-based environment
• Ability to multi-task while typing (40+ WPM)
• Highly organized with strong attention to detail
• Willingness to work evenings, weekends, and flexible schedules as needed
• High School Diploma or GED required

Preferred:

• Bilingual (English/Spanish)
• Experience in legal intake or personal injury

Physical Requirements:

• The ability to sit for extended periods, use hands and fingers for computer and office machine use (including repetitive motions), and possess close vision for reading and data analysis. Employees may also need to stand and walk occasionally, perform light lifting of up to 10-25 pounds, and have clear speaking and hearing abilities to communicate.

Benefits:

• Competitive compensation (base + performance incentives)
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Flexible Spending Account (FSA)
• Health Savings Account (HSA) with employer contributions
• Employer-paid Life and AD&D Insurance
• Voluntary Life Insurance options
• Employer-paid Short-Term & Long-Term Disability
• Employee Referral Bonus Program
• 401(k) with company match

We are an Equal Opportunity Employer. It is the policy of the Firm to assure equal employment opportunity to all employees, candidates for employment, and other covered persons without regard to unlawful considerations of race, color, religion or creed, gender sex (including pregnancy), national origin or ancestry, ethnicity, citizenship status, genetic information, military or veteran status, age, physical or mental disability, status as a smoker, or any other classification protected by applicable local, state, or federal laws. This applies to all aspects of employment, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination. Reasonable accommodation is available for qualified individuals with disabilities in accordance with applicable federal, state, and local law.

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.