Supervising Intake Specialist

W3Global; Beverly Hills (CA); On-site; USD 33,000 - 69,000; Full time

Benefits offered by this job

Competitive salary

Bonuses

Health insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Paid holidays

Career growth

Training opportunities

Supportive, team-oriented environment

Job summary

W3Global in Beverly Hills, CA is seeking an Intake Manager to oversee the client intake process from the initial call through sign-up while ensuring exceptional service. This role also analyzes lead performance, improves conversion rates, and contributes new marketing ideas to help the firm grow.

The ideal candidate thrives in a fast-paced environment, demonstrates leadership, and can build and coach an intake team.

Qualifications

• Must have minimum 2 years of Personal Injury experience.
• Bilingual English/Spanish required.
• Previous experience managing an intake department or intake team preferred.
• Strong knowledge of personal injury law, legal terminology, and case evaluation.
• Excellent communication and customer service skills.
• Leadership experience with the ability to coach, mentor, and inspire a team.
• Strong analytical and problem-solving abilities.
• Highly organized with exceptional attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Professional, dependable, and self-motivated.
• Ability to maintain confidentiality and exercise sound judgment.
• Experience with legal software and case management systems is preferred.
• Familiarity with Westlaw and Microsoft Office is a plus.

Responsibilities

• Conduct intake interviews with prospective clients.
• Evaluate potential personal injury cases.
• Convert qualified leads into signed clients.
• Manage and oversee the intake department.
• Train, coach, and motivate intake staff.
• Develop strategies to improve intake performance and conversion rates.
• Analyze lead sources and recommend ways to improve lead quality and ROI.
• Generate creative ideas to increase case sign-ups and grow the firm’s client base.
• Monitor intake metrics and prepare performance reports.
• Collaborate with attorneys, case managers, and marketing staff to ensure a seamless client experience.
• Maintain accurate client records and documentation.
• Perform legal administrative tasks including data entry, filing, and document management.
• Utilize legal research tools when necessary.

Skills

Bilingual English/Spanish

Leadership

Communication

Analytical skills

Problem-solving

Organization

Tools

Westlaw

Microsoft Office

Case management systems

Job description

• Bilingual (English/Spanish) required

The Intake Manager is responsible for overseeing the client intake process from the initial call through sign-up while ensuring every potential client receives outstanding service. This role also plays an active part in analyzing lead performance, improving conversion rates, and contributing new marketing and business development ideas to help the firm continue to grow.

This position is ideal for someone who thrives in a fast-paced environment, enjoys solving problems, and wants unlimited opportunities for professional growth. If you're a leader who enjoys improving systems, increasing conversions, generating new ideas, and building successful teams, we'd love to hear from you.

Responsibilities

• Conduct intake interviews with prospective clients.


• Evaluate potential personal injury cases.


• Convert qualified leads into signed clients.


• Manage and oversee the intake department.


• Train, coach, and motivate intake staff.


• Develop strategies to improve intake performance and conversion rates.


• Analyze lead sources and recommend ways to improve lead quality and return on investment.


• Generate creative ideas to increase case sign-ups and grow the firm's client base.


• Monitor intake metrics and prepare performance reports.


• Collaborate with attorneys, case managers, and marketing staff to ensure a seamless client experience.


• Maintain accurate client records and documentation.


• Perform legal administrative tasks including data entry, filing, and document management.


• Utilize legal research tools when necessary.

Qualifications

• Minimum 2 years of Personal Injury experience required


• Bilingual (English/Spanish) required


• Previous experience managing an intake department or intake team preferred


• Strong knowledge of personal injury law, legal terminology, and case evaluation


• Excellent communication and customer service skills


• Leadership experience with the ability to coach, mentor, and inspire a team


• Strong analytical and problem-solving abilities


• Highly organized with exceptional attention to detail


• Ability to manage multiple priorities in a fast-paced environment


• Professional, dependable, and self-motivated


• Ability to maintain confidentiality and exercise sound judgment


• Experience with legal software and case management systems is preferred


• Familiarity with Westlaw and Microsoft Office is a plus

What We're Looking For

The Ideal Candidate Is:

• Goal-oriented and driven to exceed expectations


• Passionate about helping clients


• A strong leader who leads by example


• Coachable and eager to learn


• Innovative and willing to bring fresh ideas to improve the firm


• Results-driven with a growth mindset


• Able to work independently while collaborating effectively with the team

Benefits

• Competitive salary


• Performance bonuses


• Health insurance


• Dental insurance


• Vision insurance


• 401(k)


• Paid time off


• Paid holidays


• Opportunities for advancement


• Ongoing training and professional development


• Supportive, team-oriented work environment


• Unlimited career growth opportunities

If you're an experienced Personal Injury professional who wants to make a meaningful impact while helping grow an ambitious law firm, we encourage you to apply. We are looking for someone who is ready to build a long‑term career and grow with us.

Job Type: Full-time

Pay: $24.00 - $50.00 per hour

Benefits:

• 401(k)


• Dental insurance


• Health insurance


• Life insurance


• Paid time off


• Vision insurance

Work Location: In person