Intake Specialist/Receptionist

Law Office of Bryan Fagan; Victoria (TX); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

401K with matching up to 5%

Medical Insurance

Dental insurance

Health insurance

Vision insurance

Life Insurance

Long & Short Term Disability Insurance

Job summary

The Law Office of Bryan Fagan is seeking an Intake Specialist/Receptionist in Victoria, TX. You will be the first point of contact for new clients, gather case information, qualify leads, and direct them to the appropriate consultation process.

Strong communication and data entry skills are essential, with bilingual Spanish preferred. Responsibilities include meeting call quotas, building rapport, preparing reports, and managing front desk duties in a fast-paced environment.

Qualifications

• 2+ years in intake/coordinator or high-volume receptionist role.
• Experience with data entry and strong communication.
• Spanish bilingual preferred.

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 and prepare documents.
• Handle high volume incoming and outgoing calls.
• Enter information into an online system.
• Front desk reception responsibilities.

Skills

Intake experience

High-volume calls

Data entry

Communication skills

Spanish preferred

Tools

CRM systems

Job description

Intake Specialist/Receptionist

Department: Intake

Employment Type: Full Time

Location: Victoria, TX

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: (2) offices in Houston (Corporate and River Oaks,) and (1) office in Atascocita, Humble, Kingwood, The Woodlands, Austin, Dallas, San Antonio, Fort Worth, and Humble.

Are you organized with a good work ethic, and self-disciplined? If so, we would love for you to join our growing team of Intake Specialist/Receptionist.

We are seeking an experienced and motivated individual to join our firm as an Intake Specialist/Receptionist. As part of our intake team, you are the first point of contact for most new clients, gathering case information and coordinating their entry into our system. You accurately document the clients' case details, qualify the lead before placing them in our scheduling system and directing 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.
Bring your reliable and upbeat personality to our firm!

Key Responsibilities

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 a intake coordinator, high volume receptionist or customer service representative or office support role.
• Prior experience handling high volume call most preferred.
• Proven computer skills for look up and data entry.
• Have the ability to learn new technology and databases.
• Must have a track record of reliability and on time service.
• Have strong verbal, written, or in-person communication skills.
• Must be highly organized and be 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.