Intake Specialist/Receptionist

Law Office of Bryan Fagan; Rockwall (TX); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

401K - with matching up to 5%

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Long & Short Term Disability Insurance

Job summary

The Law Office of Bryan Fagan in Rockwall, Texas is looking for an experienced Intake Specialist/Receptionist. This role involves being the first point of contact for clients, gathering their information, and coordinating their entry into the system.

Requirements include at least 2 years of experience, strong communication skills, and the ability to handle high volume calls. The position offers various benefits including medical and life insurance, 401K matching, and more.

Qualifications

• 2+ years of experience in intake coordination or similar roles.
• Proven reliability and on-time service.
• Ability to learn new technology and databases.

Responsibilities

• Meet daily call quota to qualify potential new clients.
• Gather data from inquiries and prepare reports.
• Handle high volume incoming and outgoing calls.

Skills

Experience as an intake coordinator

Handling high volume calls

Computer skills for lookup and data entry

Verbal and written communication skills

Bilingual in Spanish

Job description

Intake Specialist/Receptionist

Department: Intake

Employment Type: Full Time

Location: Rockwall

Reporting To: Mollie Levar

Description

The Law Office of Bryan Fagan is a firm that excels in family, estate planning & probate, and criminal law matters. We have 11 offices in Texas, including 2 in Houston, 1 in Atascocita, and additional offices in Humble, Kingwood, The Woodlands, Austin, Dallas, San Antonio, Fort Worth, and Humble.

We are seeking an experienced and motivated individual to join our firm as an Intake Specialist/Receptionist. As part of our intake team, you will be the first point of contact for most new clients, gathering case information and coordinating their entry into our system. You will accurately document clients’ case details, qualify the lead before placing them in our scheduling system, and direct them to the appropriate consultation process. You must have strong communication skills, experience with accurate data entry, and the desire to learn common legal terminology.

Key Responsibilities

• Meet daily call quota to qualify potential new clients.
• Build rapport with callers via email, phone, or in-person.
• Gather data from inquiries to qualify potential new clients.
• Prepare necessary reports.
• Scan documents.
• Prepare documents.
• Handle high volume incoming and outgoing calls.
• Follow script to gather information from callers.
• Enter information into an online system.
• Front desk reception responsibilities required.
• Gather reports at the end of the shift.

Skills, Knowledge and Expertise

• 2+ years of experience as an intake coordinator, high volume receptionist, customer service representative, or office support role.
• Prior experience handling high volume calls most preferred.
• Proven computer skills for lookup and data entry.
• Ability to learn new technology and databases.
• Track record of reliability and on-time service.
• Strong verbal, written, or in-person communication skills.
• Highly organized and able to prioritize tasks.
• Bilingual in Spanish mostly preferred.

Benefits

• 401K - with matching up to 5%.
• Medical Insurance.
• Dental Insurance.
• Health Insurance.
• Vision Insurance.
• Life Insurance.
• Long & Short Term Disability Insurance.

Equal Opportunity Statement:

We recognize that diverse experiences, perspectives and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated and deeply valued.