Personal Injury Intake Specialist

Capital Markets Placement; North Carolina; Hybrid; USD 40,000 - 60,000; Full time

Job summary

A leading personal injury firm is seeking a motivated Personal Injury Intake Specialist in Charlotte, NC, or remotely for well-qualified candidates. This role is vital in managing client intake with professionalism and empathy, requiring experience in customer service and the legal field.

Benefits

Strong benefits

Qualifications

• 2-5 years of experience in customer service and/or sales roles.
• Experience in a personal injury law firm preferred.
• Excellent verbal and written communication skills in English; Spanish proficiency preferred.

Responsibilities

• Handle all incoming calls and inquiries from potential clients.
• Guide new clients through the intake process.
• Conduct full intake interviews with newly signed clients.

Skills

Communication

Customer Service

Sales

Organizational Skills

Critical Thinking

Education

Associate’s Degree or higher

Tools

CRM Software

Mac OS

Microsoft Word

Microsoft Excel

Job description

Burnett Specialists Staffing | Recruiting is looking for a Personal Injury Intake Specialist in Charlotte, NC.

This local job opportunity with ID 3184488874 has been live since 2025-05-07 14:22:34.

Position: Personal Injury Intake Specialist

Overview

Intake Specialist - Personal Injury Firm

Salary: Base salary + great commission structure

Location: Charlotte, North Carolina OR remote work for a well-qualified candidate

Benefits

Strong benefits

Job Description

We are seeking a highly motivated Inbound Sales Representative / Intake Specialist to serve as the first point of contact for prospective clients. This role is critical in managing the intake process with professionalism, empathy, and efficiency. The ideal candidate has experience in client-facing roles within the legal field and excels in customer service and sales.

Key Responsibilities

1. Handle all incoming calls and inquiries from potential clients (focus on personal injury and civil litigation)
2. Guide new clients through the intake process and ensure timely receipt of signed agreements
3. Conduct full intake interviews with all newly signed clients
4. Coordinate referrals when necessary
5. Support the marketing team with outreach and materials

Qualifications

1. Associate’s Degree or higher; must be at least 18 years old
2. Previous experience in a personal injury law firm (internships or employment)
3. Excellent verbal and written communication skills in English; Spanish proficiency preferred
4. 2-5 years of experience in customer service and/or sales roles
5. Ability to follow structured call handling procedures
6. Strong organizational skills, with the ability to manage follow-up systems for leads
7. Demonstrated critical thinking skills to assess lead qualifications
8. Experience using CRM software strongly preferred
9. Minimum 3 years of intake and retainer experience in a plaintiff-side personal injury setting
10. Proficient in Mac OS, Microsoft Word, and Excel

Application Instructions

Interested candidates, please send your resume in Word format. Please reference job code 134594 when responding to this ad.