New Client Intake Specialist

Parnall Law Firm, New Mexico’s largest Personal Injury law firm, seeks a talented Intake Specialist to join our growing team! Apply today learn why Parnall Law’s exceptional company culture, commitment to client service, and dedication to upholding our mission and values has earned us a place among New Mexico’s best places to work year after year.

Location: If you are located in the Albuquerque or Santa Fe, NM and surrounding areas this position will be 100% in office. The position is only being offered remotely if residing outside ABQ/Santa Fe/Rio Rancho and surrounding areas

Job Type: Full-Time

Pay: $49,940-$64,500/year DOE

Benefits:

Health, dental, & vision insurance

Life and long-term disability insurance

401(k)

PTO/Select paid holidays

Opportunities for community outreach

A positive, fulfilling, caring environment where learning and growing are encouraged

In-office health bar

Annual company goal trip

NEW CLIENT SPECIALIST

MIssion Statement:

To conduct initial contact with all potential clients, treating them with empathy and understanding, while determining whether the firm can help. If we can help, the intake specialist’s mission is to retain the cases at a rate of 95% or better. If we cannot handle the case in-house, the intake specialist’s mission is to place the potential client with a referral partner or another entity that might be able to help the potential client.

Duties/Responsibilities

· Attend weekly firm-wide huddle every Monday morning at 8:00

· Attend daily team mini huddle Tuesday through Friday at 8:00 am

· Attend biweekly meeting with the Lead to go over KPIs and metrics.

· Achieve a 95% good call conversion rate

· Convert all pending cases within 3 days of the initial inquiry.

· Send out decline letters to non-clients within 5 days of decision.

Intakes

· Establish rapport with potential clients immediately over the phone.

· Answer calls and emails from potential clients about their claims, determine whether to VineSign or schedule for attorney intake.

· Post all new cases on intake sheets, and messages, in SmartAdvocate promptly and accurately.

· Research the potential client and case as necessary and document the file.

· Become familiar with our referral list to help direct and refer callers we cannot help.

· Keep track of cases that we have referred to attorneys with whom we associate.

· Weed out unwanted cases.

· Help create a positive team environment by communicating with each team member to ensure all potential new clients are given prompt attention.

· Deadline new intake sheets for follow-up / sols / declines

· Draft decline letters with appropriate SOL language.

· After-hours rotation for qualified calls (paid).

Administrative support

· Manage and update provider contact information in SmartAdvocate.

· Data entry, party entry, witness info entry.

· Conflict checks when entering parties.

· Positive, confident, charismatic, influential, intelligent, and compassionate person.

· Conveys confidence on the phone and in-person

· Strong active listening skills.

· Intelligent analytical ability to determine liability, damages, and source of recovery.

· Comfortable and confident in selling legal services.

· Empathy for injured clients, with ability to put them at ease during their difficult time.

· Exceptional communication skills, verbal and written.

· Influential in helping client to realize that Parnall Law Firm is the best choice in personal injury representation.

· Organized, focused, and attentive to all intakes and follow-ups.

· Resourceful in helping investigate and uncover root of legal issues.

· Enthusiastic ability to absorb guidance and training in intakes, insurance law, and personal injury cases generally.

· Professional attire and demeanor.

· Treats a call at 4:30 on Friday with the same care and compassion as one on Monday morning.

· Able to follow loose scripts and avoid giving legal advice.

· Computer and typing skills. Enthusiastically absorbs training in case management software.

· Inbound sales experience a plus.

· Personal injury law (particularly plaintiff) experience a plus.

· Team player. We are strong believers in teamwork.

Requirements:

-High School diploma or equivalent

-1 year personal injury intake experience

Parnall Law Firm is an Equal Opportunity Employer