Intake Specialist – Lafayette

Broussard, David & Moroux; Lafayette (LA); On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

100% employer-paid health insurance

Life insurance

HSA contribution from employer

401k after one year

Generous holiday schedule

Team events

Job summary

Broussard, David, & Moroux, a top personal injury law firm in downtown Lafayette, seeks an Intake Specialist to handle initial client interactions, gather information, and set up files. The ideal candidate is detail-oriented, professional, and enjoys helping others.

Responsibilities include fielding new client calls, explaining retainer processes, coordinating with legal teams to set up claims, and maintaining organized documentation.

Qualifications

• High school diploma or equivalent required.
• Prior intake, sales, or related experience preferred.
• Excellent written and oral communication via phone and email.

Responsibilities

• Field new client calls and collect information.
• Document and organize information from inquiries.
• Create and maintain client files and intake records.
• Coordinate with legal teams on insurance claims and new files.
• Explain retainer contracts and intake paperwork to clients.
• Review online inquiries and respond promptly.
• Support intake supervisor with other duties as needed.

Skills

Phone and email communication

Attention to detail

Professional demeanor

Education

High school diploma or equivalent

Tools

Microsoft Word

Excel

Outlook

Job description

Home Our Firm Join Our Team Intake Specialist

Position Overview

Broussard, David, & Moroux is a top personal injury law firm in downtown Lafayette that offers potential for advancement, annual salary increases, holiday bonuses, a generous holiday schedule, and 100% employer-paid benefits for employees. We are currently seeking a passionate and professional Intake Specialist to play a crucial role in the initial interactions with our potential new clients. The ideal candidate will have a professional demeanor, exceptional attention to detail, a passion for assisting others, and a commitment to contributing to the growth of our firm.

Responsibilities

• Field new client calls;
• Document and organize information from new client inquiries;
• Create and maintain client files;
• Collaborate with our legal teams in setting up insurance claims and initiating new files;
• Guide clients through the onboarding process, explaining retainer contracts and intake paperwork;
• Review and respond to online inquiries in a timely, and
• Other responsibilities as required by legal teams and intake supervisor.

Qualifications

• High school diploma or equivalent;
• Previous experience in intake, sales, or other similar field;
• Excellent written and oral communication skills, specifically in through phone and email;
• Proficiency in Microsoft Word, Excel, and Outlook;
• Strong attention to detail; and
• Passionate about helping others and dedicated to excellence.

Previous intake experience, familiarity with personal injury concepts and terminology, and case management software experience preferred.

Compensation

• Compensation is commensurate with experience

Benefits

• 100% employer-paid Health and Life Insurance;
• Monthly Health Savings Account contribution from employer;
• 401k contribution after one year;
• Generous holiday schedule;
• Employee appreciation and team building events.