New Client Intake Specialist
Parnall Law, Albuquerque, NM, United States
New Client Intake Specialist
Parnall Law Firm, the largest personal injury law firm in New Mexico, is seeking an experienced New Client Intake Specialist to join our growing team. If you're looking for a rewarding career where your work makes a real impact, apply today. Parnall Law Firm has been named a "Best Place to Work" for six consecutive years and a "Top Workplace" for five consecutive years awards based on anonymous feedback from our employees collected by an independent organization. Location: Albuquerque, NM (100% on site) Benefits: Health, dental, and vision insurance Life and long-term disability insurance 401(k) PTO and select paid holidays Opportunities for community outreach A positive, fulfilling, and supportive work environment where learning and growth are encouraged In-office health bar Annual company goal trip Job Type: Full-Time Pay: $49,940-$64,500/year DOE Mission: 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 am Mountain Attend daily team mini huddle Tuesday through Friday at 8:00 am Mountain 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. 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). Manage and update provider contact information in SmartAdvocate. Data entry, party entry, witness info entry. Conflict checks when entering parties. Qualifications: High School diploma or equivalent 2 years of direct legal intake experience required, personal injury experience preferred Bilingual (English/Spanish) is strongly preferred Team player. We are strong believers in teamwork. Inbound sales experience a plus. Ability to work Monday-Friday 8:00-5:00 Mountain, and rotating holidays Ability to pass a background check Parnall Law Firm is an Equal Opportunity Employer
Parnall Law Firm, the largest personal injury law firm in New Mexico, is seeking an experienced New Client Intake Specialist to join our growing team. If you're looking for a rewarding career where your work makes a real impact, apply today. Parnall Law Firm has been named a "Best Place to Work" for six consecutive years and a "Top Workplace" for five consecutive years awards based on anonymous feedback from our employees collected by an independent organization. Location: Albuquerque, NM (100% on site) Benefits: Health, dental, and vision insurance Life and long-term disability insurance 401(k) PTO and select paid holidays Opportunities for community outreach A positive, fulfilling, and supportive work environment where learning and growth are encouraged In-office health bar Annual company goal trip Job Type: Full-Time Pay: $49,940-$64,500/year DOE Mission: 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 am Mountain Attend daily team mini huddle Tuesday through Friday at 8:00 am Mountain 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. 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). Manage and update provider contact information in SmartAdvocate. Data entry, party entry, witness info entry. Conflict checks when entering parties. Qualifications: High School diploma or equivalent 2 years of direct legal intake experience required, personal injury experience preferred Bilingual (English/Spanish) is strongly preferred Team player. We are strong believers in teamwork. Inbound sales experience a plus. Ability to work Monday-Friday 8:00-5:00 Mountain, and rotating holidays Ability to pass a background check Parnall Law Firm is an Equal Opportunity Employer