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Intake Specialist

DeMayo Law Offices, LLP Charlotte, North Carolina
intake customer service intake calls injury insurance meeting selling representation education personal injury customer service skills evaluating
July 13, 2024
DeMayo Law Offices, LLP
Charlotte, North Carolina

Description

Join us in the fight for what s right!


DeMayo Law Offices is seeking an experienced Intake Investigator to serve as the first point of contact for our callers and provide all prospective clients with an exceptional customer service experience. The Intake Investigator is responsible for meeting with and signing up new clients, evaluating new cases, and selling the firm to convert potential clients into actual clients.

Responsibilities

  • Conducting client signups both in person and over the phone
  • Handling a high volume of incoming calls, setting the tone and pace of every client call
  • Accurately applying the firm s criteria, protocol and procedures to each caller s circumstances
  • Performing multiple activities while engaged with caller on the line, including scheduling potential client appointments, retrieving and analyzing accident reports, and highlighting the benefits of firm representation
  • Effectively communicating next steps if legal representation is warranted
  • Explaining, kindly and professionally, when the firm will not be able to assist a prospective client
  • Performing administrative duties related to customer service, client intake and overall client retention
  • Effectively selling the firm and services offered
  • Meeting targeted number of calls handled and appointments set
  • Treating the first and last calls of the day with the same level of care and compassion

Qualifications

  • Bachelor's degree preferred; however, a combination of education, certifications and experience may be considered
  • Extensive knowledge of the personal injury/bodily injury field from previous experience in either the insurance industry or a personal injury law firm
  • Outstanding customer service skills
  • Bilingual (Spanish) preferred but not required
  • Strong analytical and problem-solving skills
  • Excellent communication and customer service skills

Benefits

  • Competitive salary
  • Medical, dental, and vision insurance
  • Base life insurance paid by the firm plus supplemental option
  • Short and long-term disability paid by the firm
  • 401(k) with match
  • PTO, plus holidays and paid volunteer time off
  • Education and gym reimbursement

Equal Opportunity Statement
DeMayo Law Offices is an equal opportunity employer and prohibits discrimination and harassment of any kind. All employment decisions are based on qualifications, merit, and business need, without regard to race, color, religion, national origin, sex, age, disability status, genetic information, sexual orientation, gender identity, military or veteran status, or any other characteristic protected by law.


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