Intake Specialist (Remote)

The Advocates - PNW; Spokane (WA); Remote; USD 3,444,000 - 3,445,000; Full time

Job summary

The Advocates - PNW is seeking an empathetic, sales-focused Intake Specialist to speak with potential clients by phone, assess their needs, and position our firm as a solution. No cold calls, all clients reach out first.

You will work on a fast-paced intake team with a compensation range of $25.00-$30.00/hour, supporting clients across Washington and Oregon from our Seattle-based branch and regional offices.

Qualifications

• Minimum of 2 years in sales, customer success, account management or client onboarding (required).
• 1+ years in a fast-paced office environment (required).
• Documented history of exceeding goals and metrics (preferred).
• Professional services or B2C experience (preferred).
• Associate's degree or higher (preferred).

Responsibilities

• Handle a high volume of calls and messages independently, switching between tasks smoothly.
• Engage new inbound leads quickly via phone, text, and email.
• Manage and track prospect pipeline using lead management software.
• Schedule and conduct detailed phone interviews to assess case potential.
• Qualify and sign potential clients, overcoming objections with a client-centric approach.
• Conduct new client intake and onboarding in lead management software.

Skills

Sales experience

Customer success

Lead management

Inbound calls

Education

Associate's degree or higher

Tools

Lead management software

Job description

About the Role
Intake Specialists are part of a devoted and exceptionally important team at The Advocates. It is a sales-focused teamwho speak on the phone with potential clientsto understand their needs, help them feel comfortable, position our firm as a solution to theirneedsand sign them as new clients.While this is a sales position, there are nocold-callsrequired-you will be working with clients who have reached out to us.

Who We Are
The Advocates are a growing personal injury law firm with branches across the United States. We are dedicated torepresentingvictims of accidents with kindness and respect. Our team genuinely cares about and has empathy for the people who seek our help, and we are driven to get them the best results possible.

The PNW branch, headquartered in Seattle,WAhas branches in Portland, OR and Spokane, WA and works with clientsthroughoutWashington and Oregon.Our intake team speaks with callers 7 days a week.

We are looking for an empathetic, sales-focused personwho wants to help make a difference in people’s lives. Our clients are often going througha very difficulttime after injury or personal loss, so a good fit for this role would be someone who can balance helping themsee the valueoftheprofessional role the Advocatesbring totheir casewhile expressinga warm and empathetic understanding of their situation.

This Career will beFulfillingif You:

• Enjoy helping injured people who are going througha difficult time
• Canquickly interpret emotional conversations toidentifythe root of an issue
• Remain steady and supportive during emotional conversations
• Are a good listener and people go to you for advice
• Think strategically and can juggle multiplepriorities at once
• Aregoal-drivenandthrivein a fast-paced environment

KeyResponsibilities

• Work independently to handle a high volume of calls and messages, while pivoting between tasks with ease
• Engage new inbound leadsquicklyvia phone, text, and email
• Manage and track prospectpipelineusing lead management software
• Schedule and conduct detailed phone interviews to assess case potential
• Qualifyand signpotential clientsincludingovercomingobjectionsusing a customer-centric soft sales approach
• Conduct new client intake and onboardinginleadmanagement software

Regular Schedule (Post-Training):

Saturday: 8:30 AM – 5:00 PM PST

Sunday: 9:30 AM – 6:00 PM PST

Weekday: One flexible 4-hour shift between 10:00 AM and 5:00 PM PST

Total Hours: Approx. 20 hours/week (post-training)

Experience and Professional Background

• Minimum of 2years in sales, customer success, accountmanagementor client onboarding (required)
• 1+years'recentexperiencein a fast-paced office environment (required)
• Documented historyof exceeding goals and metrics(preferred)
• Professional services or B2C experience(preferred)
• Associate's degree or higher (preferred)

This position has a compensation range of $25.00-$30.00/hour.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in The Advocates - PNW’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.