Intake Specialist I

GORDON & PARTNERS PA; North Palm Beach (FL); On-site; USD 25,000 - 26,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Dental insurance

401(k)

Vision insurance

401(k) matching

Life insurance

Employee discount

Employee assistance program

Parental leave

Job summary

GORDON & PARTNERS PA in Palm Beach Gardens is seeking an Intake Specialist to deliver a polished first impression and top-tier client service. You will answer calls and emails, collect information, schedule appointments, and assist clients with electronic signatures, ensuring precise intake summaries and accurate data entry.

In a fast-paced law-office setting, you will need strong teamwork, clear communication, and thorough follow-up to support client satisfaction and firm goals.

Qualifications

• Minimum 1–2 years of relevant administrative or call center experience
• Excellent interpersonal skills/TEAM WORK
• Excellent written and verbal communication skills

Responsibilities

• Answer and screen calls/emails from prospective clients
• Assist prospective clients by collecting information and relaying messages
• Schedule appointments and assist clients with electronic signatures
• Create accurate and detailed intake summaries
• Input key client and intake data into the firm’s database
• Work with attorneys and management to ensure a best-in-class client experience
• Meet daily, weekly and monthly team goals related to client service metrics

Skills

Customer service

Sales experience

Punctuality

Attention to detail

Communication skills

Teamwork

Phone handling

Administrative experience

Tools

Office Suite

CRM/Database

Electronic signatures

Job description

A multi-practice law firm is seeking an Intake Specialist to join its growing team in our Palm Beach Gardens office. The ideal candidate for this position has a strong work ethic, demonstrable customer service background, exceptional problem-solving skills and is comfortable working in a detail-oriented and dynamic workplace. Compensation depends on experience.Job Duties:Create a positive and professional first impression on behalf of the firm.Answer and screen calls/emails from prospective clientsAssist prospective clients by collecting information, answering questions, and relaying messagesSchedule appointments and assist clients with electronic signaturesCreate accurate and detailed intake summariesInput key client and intake data into the firm’s databaseWork with dedicated attorneys and management to ensure a best-in-class client experienceAbility to provide excellent client service by communicating clearly and professionallyAbility to meet daily, weekly and monthly team goals as they pertain to client service metricsAdditional duties, as assignedSkills:Stable, verifiable employment historyDemonstrable and verifiable sales abilityPunctuality and attention to detail are a mustAbility to work under pressureAbility to deal with a high volume of callsPrevious experience in a law office (preferred but not required)Familiarity with phone call handling/routingStrong organizational and follow-up skillsAbility to thrive in a fast-paced environmentSales and customer service experienceQualifications:Minimum 1-2 years of relevant administrative or call center experienceExcellent interpersonal skills/TEAM WORKExcellent written and verbal communication skillsBase Pay: $18-$19/hourSupplemental Pay: Bonus PayBenefits:Health insurance Paid time off Dental insurance 401(k) Vision insurance 401(k) matching Life insurance Employee discount Employee assistance program Parental leaveJob Type: Full-time