Intake Team (QR)

Eric Buchanan & Associates; Chattanooga (TN); On-site; USD 25,000 - 35,000; Full time

Benefits offered by this job

Health insurance

Bonus program

401k

Paid time off

Long term disability

Life insurance

AD&D insurance

HSA

Dental & vision

Free parking

Job summary

Eric Buchanan & Associates is seeking an Intake Team member in Tennessee to be the first point of contact for potential clients seeking disability insurance and ERISA benefits. You will deliver outstanding customer service, manage inquiries, and coordinate with attorneys to move cases forward.

Join a team that values integrity, teamwork, and a commitment to learning, with a full-time role offering benefits and a supportive environment.

Qualifications

• Experience in a customer service role in a professional service environment (law firm, etc.).
• Strong communication with attorneys, clients, and referral sources.
• Punctuality and dependable attendance.
• Desire to learn, grow, and contribute as a team member.

Responsibilities

• Answering the phone.
• Tracking and managing all potential clients from first contact to turn away or case taken.
• Communicating, following up, and following through with attorneys, potential clients, and referral sources.
• Providing potential clients with top-notch customer service.
• Being a relationship manager with clients and referral sources.
• Calling potential clients by the end of the day.
• Following up with the intake attorney after an intake appointment.
• Sending out and following up on contracts and case documents.
• Opening and setting up cases in the case management system.
• Sending turn-away letters to potential clients and referrals.
• Closing cases following detailed procedures.
• Updating referrals in the referral source management program.
• Exploring marketing opportunities with attorneys and referral networks.

Skills

Customer service

Telephone skills

Attention to detail

Organization

Multi-tasking

Follow-through

Problem-solving

Team player

Job description

Intake Team

About Us

Eric Buchanan & Associates is a boutique firm focusing on helping individuals nationwide protect their right to disability insurance and other ERISA benefits such as life and health insurance. Our team passionately fights to save our clients from the abuse of greedy insurance companies. We take pride in bringing the best legal representation and team available who puts forth their best efforts to help our clients.

We have a team environment that works hard for our clients but also likes to take time to have fun together. We have team-building activities during the year to enjoy time outside the office.

We are always searching for talented people to join our intake team who take pride in their profession and want to join us in fighting for our clients. This is a vital position for the firm as you will be the first contact for potential clients seeking our help.

About You

• You have experience in a customer service role in a professional service environment (law firm, doctor's office, bank, accountant, etc.).
• You want to work, make a difference, and be an actively participating team member.
• Your telephone skills and personality will reflect our team's high level of excellence as the first contact for our clients, potential clients, and referring attorneys.
• Your punctuality and attendance record is exemplary.
• You rate your skills above average in attention to detail, note-taking, organization, multi-tasking, timeliness, following through, and following up.
• You think outside the box, problem-solve, and bring solutions or suggestions to the team.
• You understand that change is necessary as it encourages innovation, develops skills, and improves staff morale. Being open to change is foundational to providing our clients with the best representation.
• You never want to stop learning new and better ways to support our clients and team.
• You bring a positive attitude and a kind, empathetic, helpful, determined, hard-working personality with versatile and open communication skills for cooperative efforts.
• Your core values include integrity, honesty, respect, accountability, quality, passion, and teamwork.
• You are looking for a position where you can learn and grow – not just a job.

Your duties and responsibilities include but are not limited to the following:

• Answering the phone.
• Tracking and managing all potential clients from first contact to turn away or case taken.
• Communicating, following up, and following through with attorneys, potential clients, and referral sources.
• Providing potential clients with top-notch customer service.
• Being a relationship manager with our potential clients, clients, and referral sources.
• Calling potential clients by the end of the day.
• Following up with the intake attorney after an intake appointment.
• Sending out and following up on contracts sent out.
• Opening and setting up casesin the case management program.
• Sending turn-away letters to potential clients and any attorney referrals.
• Closing cases following very detailed procedures.
• Updating case referrals in the referral source management program.
• Looking for marketing opportunities such as having an attorney follow up with a new referral source or recommend an attorney talk to a potential client because of the person's network association, etc.
• Other support and marketing tasks as needed.

We value our team and offer:

• Health insurance
• Bonus program
• 401k
• Paid time off
• Long term disability
• Life insurance
• Accidental death & dismemberment insurance
• Health savings account
• Dental and vision available
• Convenient location with free parking

*Waiting period applies. Subject to change without notice.

Full-time

Pay: $25,000 - $35,000 a year DOE

Thank you for your interest in our firm. We will contact candidates we believe may be a good fit for us.