Intake Specialist

Australia-Employment; Uniondale (NY); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Health Insurance

401(k)

Flexible Spending Account (FSA)

Paid Time Off

Paid Sick Time

Stable, team-oriented work environment

Long-term growth opportunities

Job summary

Jobot is seeking a Legal Intake Specialist to join its growing team on Long Island. You will be the first point of contact for potential clients, handling calls about new matters and gathering essential case information in a fast-paced, empathetic manner.

Ideal candidates have law firm or legal intake experience, strong phone skills, and a detail-oriented mindset, with CRM or case management software as a plus. On-site role with solid benefits.

Qualifications

• Prior experience in a law firm, legal intake, customer service, medical office, or call center environment preferred
• Strong phone presence and communication skills
• Excellent organizational and multitasking abilities
• Ability to remain calm and compassionate during sensitive conversations
• Detail-oriented with strong follow-through
• Comfortable working in a high-volume, fast-paced environment
• Experience with CRM or case management software is a plus

Responsibilities

• Serve as the first point of contact for potential clients
• Handle inbound and outbound calls regarding new legal matters
• Gather, document, and organize case information
• Evaluate and qualify potential cases based on established criteria
• Maintain detailed notes and records within the firm's case management system
• Coordinate with attorneys and support staff regarding new matters
• Follow up with prospective clients in a timely and professional manner
• Ensure all leads and inquiries are handled with urgency and attention to detail

Skills

Legal intake experience

Customer service

Call center experience

Empathy and professionalism

Tools

CRM software

Job description

Intake Specialist

$55000 - $65000 per year | Uniondale, NY | On-Site | Permanent

Legal Intake Specialist | Long Island, NY | $55,000 - $65,000 Base Salary + Benefits

A bit about us:

A highly respected plaintiff-side litigation law firm on Long Island is seeking a Legal Intake Specialist to join its growing team.

This is an excellent opportunity for someone with legal intake, customer service, medical office, call center, or law firm experience who enjoys helping people, thrives in a fast-paced environment, and can communicate with empathy and professionalism during difficult situations.

Why join us?

Compensation & Benefits:

• $55,000 - $65,000 base salary
• Health Insurance
• 401(k)
• Flexible Spending Account (FSA)
• Paid Time Off
• Paid Sick Time
• Stable, team-oriented work environment
• Opportunity for long-term growth within a successful plaintiff litigation practice

Job Details

What You'll Do:

• Serve as the first point of contact for potential clients
• Handle inbound and outbound calls regarding new legal matters
• Gather, document, and organize case information
• Evaluate and qualify potential cases based on established criteria
• Maintain detailed notes and records within the firm's case management system
• Coordinate with attorneys and support staff regarding new matters
• Follow up with prospective clients in a timely and professional manner
• Ensure all leads and inquiries are handled with urgency and attention to detail

What We're Looking For

• Prior experience in a law firm, legal intake, customer service, medical office, or call center environment preferred
• Strong phone presence and communication skills
• Excellent organizational and multitasking abilities
• Ability to remain calm and compassionate during sensitive conversations
• Detail-oriented with strong follow-through
• Comfortable working in a high-volume, fast-paced environment
• Experience with CRM or case management software is a plus

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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