Intake Specialist
Tom Anelli & Associates, PC, Macon, GA, United States
At Brodie Law Group, we are dedicated to securing justice and maximum compensation for injury victims across Georgia. With offices in Macon, Gray, and Milledgeville, our attorneys bring trial‑tested experience that levels the playing field against powerful insurance companies.
The Intake Specialist role at Brodie Law Group is pivotal in strengthening our client engagement and converting potential leads into dedicated clients. As an integral part of our team, you will drive revenue growth by expertly navigating inbound inquiries and fostering meaningful client relationships. By efficiently managing the intake process, you empower our legal teams to focus on advocacy, ensuring every client receives exceptional care and representation.
What you’ll do:
Lead Conversion:
Manage approximately 150 inbound calls per week, including prompt handling of web and overnight inquiries, owning the full intake process from initial contact through follow‑up. Qualify leads, build trust quickly, and actively convert prospective clients, handling each lead with urgency and consistent follow‑up.
Consult Scheduling:
Coordinate and schedule consultations for qualified Family Law leads while ensuring a smooth and organized transition to the legal team. Maintain accuracy, confirm appointments, and proactively reduce no‑shows through consistent communication.
Client Interaction:
Serve as the first point of contact, conveying the firm’s value through clear, empathetic communication while building trust and delivering a strong first impression.
Process Management:
Maintain adherence to the intake process, helping ensure a smooth and consistent workflow. Take initiative in improving processes by identifying and addressing bottlenecks.
Performance & Accountability:
Maintain strong performance across key metrics including call volume, consult scheduling, and conversions. Stay proactive in meeting targets, identifying gaps, and continuously improving results.
Case Handoff:
Ensure a smooth and timely transition of new clients to Case Managers, with clear communication and complete information, supporting a consistent and high‑quality client experience.
Data Management:
Maintain accurate and detailed documentation of all interactions in systems such as Filevine and Lead Docket. Ensure information is complete, organized, and actionable to support team efficiency and continuity of service.
What we’re looking for:
Sales Experience:
3–5 years preferred, with a proven ability to guide conversations toward action and drive meaningful results.
Communication Skills:
Strong verbal communication skills, with the ability to handle sensitive conversations with empathy, clarity, and professionalism.
High Urgency:
Operates with a strong sense of urgency, effectively managing a high volume of calls while maintaining timely and responsive follow‑up.
Customer Service Orientation:
Demonstrates genuine empathy and care, building trust and fostering positive relationships with clients during challenging situations.
Tech Proficiency:
Comfortable navigating systems such as Filevine and Lead Docket, ensuring accurate and efficient documentation.
Driven Personality:
Self‑motivated and results‑oriented, with a proactive mindset and a natural drive to improve and succeed.
Why you should work here:
Professional Growth:
Opportunity to develop into a lead role with potential to build and manage an intake team.
Meaningful Work:
Make a real difference in people’s lives by being their first point of contact during challenging situations, providing guidance, reassurance, and a positive experience from the very start.
Leadership Access:
Work closely with firm leaders Ashley and Sean Brodie, gaining direct exposure, mentorship, and insights from experienced decision‑makers.
Impactful Work:
This role provides true ownership of a critical function within the firm, with the opportunity to refine processes, improve performance, and influence how intake is done moving forward.
Health Insurance:
Enjoy comprehensive coverage that supports your health and overall well‑being.
Retirement:
Be eligible for an employer‑matched retirement plan that helps you build long‑term financial security.
Paid Time Off:
Take advantage of generous PTO, paid holidays, and shorter Fridays that promote a healthy work‑life balance.
Join Brodie Law Group and become an essential part of a team that values empathy, growth, and outstanding client experiences. If you are ready to leverage your skills in sales and communication to make a meaningful impact, we invite you to apply and embark on this rewarding journey with us.
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The Intake Specialist role at Brodie Law Group is pivotal in strengthening our client engagement and converting potential leads into dedicated clients. As an integral part of our team, you will drive revenue growth by expertly navigating inbound inquiries and fostering meaningful client relationships. By efficiently managing the intake process, you empower our legal teams to focus on advocacy, ensuring every client receives exceptional care and representation.
What you’ll do:
Lead Conversion:
Manage approximately 150 inbound calls per week, including prompt handling of web and overnight inquiries, owning the full intake process from initial contact through follow‑up. Qualify leads, build trust quickly, and actively convert prospective clients, handling each lead with urgency and consistent follow‑up.
Consult Scheduling:
Coordinate and schedule consultations for qualified Family Law leads while ensuring a smooth and organized transition to the legal team. Maintain accuracy, confirm appointments, and proactively reduce no‑shows through consistent communication.
Client Interaction:
Serve as the first point of contact, conveying the firm’s value through clear, empathetic communication while building trust and delivering a strong first impression.
Process Management:
Maintain adherence to the intake process, helping ensure a smooth and consistent workflow. Take initiative in improving processes by identifying and addressing bottlenecks.
Performance & Accountability:
Maintain strong performance across key metrics including call volume, consult scheduling, and conversions. Stay proactive in meeting targets, identifying gaps, and continuously improving results.
Case Handoff:
Ensure a smooth and timely transition of new clients to Case Managers, with clear communication and complete information, supporting a consistent and high‑quality client experience.
Data Management:
Maintain accurate and detailed documentation of all interactions in systems such as Filevine and Lead Docket. Ensure information is complete, organized, and actionable to support team efficiency and continuity of service.
What we’re looking for:
Sales Experience:
3–5 years preferred, with a proven ability to guide conversations toward action and drive meaningful results.
Communication Skills:
Strong verbal communication skills, with the ability to handle sensitive conversations with empathy, clarity, and professionalism.
High Urgency:
Operates with a strong sense of urgency, effectively managing a high volume of calls while maintaining timely and responsive follow‑up.
Customer Service Orientation:
Demonstrates genuine empathy and care, building trust and fostering positive relationships with clients during challenging situations.
Tech Proficiency:
Comfortable navigating systems such as Filevine and Lead Docket, ensuring accurate and efficient documentation.
Driven Personality:
Self‑motivated and results‑oriented, with a proactive mindset and a natural drive to improve and succeed.
Why you should work here:
Professional Growth:
Opportunity to develop into a lead role with potential to build and manage an intake team.
Meaningful Work:
Make a real difference in people’s lives by being their first point of contact during challenging situations, providing guidance, reassurance, and a positive experience from the very start.
Leadership Access:
Work closely with firm leaders Ashley and Sean Brodie, gaining direct exposure, mentorship, and insights from experienced decision‑makers.
Impactful Work:
This role provides true ownership of a critical function within the firm, with the opportunity to refine processes, improve performance, and influence how intake is done moving forward.
Health Insurance:
Enjoy comprehensive coverage that supports your health and overall well‑being.
Retirement:
Be eligible for an employer‑matched retirement plan that helps you build long‑term financial security.
Paid Time Off:
Take advantage of generous PTO, paid holidays, and shorter Fridays that promote a healthy work‑life balance.
Join Brodie Law Group and become an essential part of a team that values empathy, growth, and outstanding client experiences. If you are ready to leverage your skills in sales and communication to make a meaningful impact, we invite you to apply and embark on this rewarding journey with us.
#J-18808-Ljbffr