Talent.com
Legal Intakes Specialist
Legal Intakes SpecialistChad Jones Law • College Station, Texas, United States, 77845
No longer accepting applications
Legal Intakes Specialist

Legal Intakes Specialist

Chad Jones Law • College Station, Texas, United States, 77845
30+ days ago
Job type
  • Full-time
Job description

About Chad Jones Law

Chad Jones Law isn't your traditional law firm. We're a force of change, propelling forward with purpose. Our office presents an exciting opportunity for employees to carve their path in a firm rewriting the rules. With a history of excellence, we're dedicated to fostering growth, innovation, and a supportive community. We're not a firm that's content with the status quo. We're architects of change and champions of growth. At Chad Jones Law, we believe in making a real difference in the lives of our clients and our community.

About the role :

Are you tired of mundane roles that offer no excitement or growth? At Chad Jones Law, we're seeking more than just a new team memberwe're searching for SUPERSTARS who want to make a real impact in helping the clients we serve in the community. If your ideal day involves helping others, making organizational improvements, and growing, we want to meet you.

What you'll do :

Responsible for talking with new and potential clients to assess their needs, empathize with them regarding the details of their situation, manage their onboarding with the firm, and help them solve problems. Serve as the lead and first point of contact for prospective clients and contribute to their first impression of the firm. Strong performers prioritize, work well under pressure, and switch between tasks quickly. This person serves as a positive brand ambassador and drives the conversion of potential clients. Strong performers feel comfortable speaking on the phone and using technology as much of the time is spent in our case management system (CMS) and other software. These opportunities can be based out of College Station, Midland, or Lubbock, TX.

Client Communication :

  • Identify needs and expedite resolutions quickly and efficiently.
  • Manage high call volume from potential new clients, partners, providers, etc.
  • Interviewing potential clients on the phone, moving through a series of questions, and recording the circumstances around the wreck or incident in our CMS to become familiar with their case.
  • Conduct primary research to investigate whether prospective clients' claims meet the criteria.

Client Support :

  • Listen to clients with compassion and sympathy and respond to questions to guide them through the sign-up experience so we can represent them.
  • Educate new clients on the client sign-up process and the advantages of signing with our firm.
  • Case Management :

  • Review all potential new client intakes and disposition to sign, decline, further evaluate, and escalate severe cases for review.
  • Open new cases in the system by entering detailed notes.
  • Set up cases for initial stages without errors.
  • Issue and execute new client contracts via DocuSign.
  • Contact clients interested in our services via multiple channels, including phone, text, web chat, and other systems, and respond to inquiries and follow-up.
  • Refer cases not in our area of expertise to other firms and document the referral in our CMS.
  • Data Management :

  • Enter detailed client information into the case management system.
  • Enter data and maintain company calendars.
  • Comfortable speaking with law enforcement offices to obtain crash reports to enter into CMS.
  • Scheduling and Coordination :

  • Set appointments for potential clients that meet the firm's criteria to assist in the growth of our caseload.
  • Onboard new clients by completing the necessary paperwork and putting together case files.
  • Schedule initial consultations with attorneys for potential new clients.
  • Draft and prepare new client paperwork for meeting with attorneys.
  • Minimum Qualifications :

  • High school diploma or equivalent with at least two years experience in customer service, sales, or similar role
  • High-level listening skills to gain a thorough understanding of claims
  • Excellent verbal communication skills, with strong attention to detail to explain the next steps
  • Experience with case management software
  • Proficient in Microsoft Office
  • Solid data entry and computer skills
  • Ability to work on multiple projects simultaneously, adapt quickly to changing priorities in a fast-paced environment, and meet all deadlines
  • Positive attitude and self-starter
  • Punctual and reliable
  • What Makes You Stand Out :

  • Previous legal experience
  • Interviewing experience
  • Bilingual in Spanish
  • Bachelor's degree in legal studies, communication, or related field
  • Salesforce experience
  • Benefits :

  • Medical, dental, vision, and life insurance are available
  • 401(k) plan with company match
  • Paid time off
  • Paid holidays
  • Taco Tuesday
  • Continuous professional development
  • Work-life balance
  • PIbef4af03eaf0-30511-35409373

    Create a job alert for this search

    Intake Specialist • College Station, Texas, United States, 77845

    Related jobs
    Civil / Commercial Litigation Associate

    Civil / Commercial Litigation Associate

    State Bar of Texas • College Station, TX, US
    Full-time
    The Rife Law Firm College Station, Texas.Civil / Commercial Litigation Associate Position.We are a Bryan / College Station, Texas Civil / Commercial litigation firm with an immediate opening for a full-t...Show more
    Last updated: 14 hours ago • Promoted • New!
    Implementation Specialist - 157954

    Implementation Specialist - 157954

    Atrium • College Station, TX, US
    Full-time
    Our client brings a modern approach to the $130 billion gas industry by utilizing a network business model to deliver products nationwide. Their service and technological capabilities handle the com...Show more
    Last updated: 6 days ago • Promoted
    United States Customs and Border Protection Officer

    United States Customs and Border Protection Officer

    U.S. Customs and Border Protection • Bremond, Texas, US
    Full-time +1
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: 1 day ago • Promoted
    Contract Negotiator

    Contract Negotiator

    Texas A&M University • College Station, TX, US
    Full-time
    Bachelor's degree or equivalent combination of education and experience.Two years of related experience.Bachelor's degree or equivalent combination of education and experience.Four years' experienc...Show more
    Last updated: 6 days ago • Promoted
    U.S. Customs and Border Protection Officer

    U.S. Customs and Border Protection Officer

    U.S. Customs and Border Protection • Franklin, Texas, US
    Full-time +1
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: 5 hours ago • Promoted • New!
    Contract Negotiator

    Contract Negotiator

    It's All Here - Working at Texas A&M • College Station, TX, US
    Full-time
    Texas A&M University is committed to enriching the learning and working environment by promoting a culture that respects all perspectives, talents & lived experiences. Embracing varying opinions and...Show more
    Last updated: 13 days ago • Promoted
    Marine Interdiction Agent

    Marine Interdiction Agent

    U.S. Customs and Border Protection • College Station, TX, United States
    Full-time
    Air and Marine Operations (AMO), a component of U.Customs and Border Protection (CBP) offers those with Merchant Mariner Credentials the exceptional opportunity of a career in law enforcement worki...Show more
    Last updated: 7 days ago • Promoted
    Litigation Paralegal

    Litigation Paralegal

    Daniel Stark Law • Bryan, TX, US
    Full-time
    Quick Apply
    Locations include Bryan, Killeen, and Waco Click here to preview the DS experience : .DS Team Experience Job Summary At Daniel Stark, the role of a personal injury paralegal involves more than...Show more
    Last updated: 17 days ago
    Associate Attorney

    Associate Attorney

    Bruchez Goss Thornton Meronoff • College Station, TX, US
    Full-time
    Pequeno is a native of Bryan / College Station.He holds a Bachelor of Science in Nuclear Engineering from Texas A&M University and earned his Juris Doctor from the University of Richmond School o...Show more
    Last updated: 6 days ago • Promoted
    Asset Protection Specialist

    Asset Protection Specialist

    Home Depot (Retail) • College Station, TX, US
    Full-time
    The Asset Protection Specialist is primarily responsible for preventing financial loss caused by theft and fraud and supporting safety and environmental program compliance in their assigned store / m...Show more
    Last updated: 30+ days ago • Promoted
    Inside Sales Rep

    Inside Sales Rep

    Generator Supercenter • College Station, TX, US
    Full-time
    Generator Supercenter is looking for a result driven Inside Sales Representative to actively work in our call center.Generator Supercenter is the company for all your generator needs.We provide hig...Show more
    Last updated: 30+ days ago • Promoted
    Privacy Specialist II

    Privacy Specialist II

    It's All Here - Working at Texas A&M • College Station, TX, US
    Full-time
    The Privacy Specialist II is responsible for administering privacy related programs and policies.Privacy Program Implementation and Coordination : . Implements and coordinates privacy programs and pol...Show more
    Last updated: 9 days ago • Promoted
    Entry Level Operations Specialist

    Entry Level Operations Specialist

    TGG Accounting • College Station, TX, US
    Full-time
    Entry Level Operations Specialist.We're seeking a motivated and detail-oriented Operations Specialist to support a growing retail merchandising operation. This is an exciting opportunity for an entr...Show more
    Last updated: 27 days ago • Promoted
    Health Unit Coord

    Health Unit Coord

    Baylor Scott & White Health • Brenham, TX, US
    Full-time
    Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities.Baylor Scott and White is the largest not-for-profit healthcare system in Texas that ...Show more
    Last updated: 30+ days ago • Promoted
    Records Specialist

    Records Specialist

    Legal Monkeys • College Station, TX, US
    Full-time
    Quick Apply
    Who We Are and What We Do Legal Monkeys sets the standard for operational excellence for records collection.Personal Injury law firms will hire companies (like us!) to call medical providers to rec...Show more
    Last updated: 30+ days ago
    Border Patrol Agent - Earn up to $30,000 in Recruitment Incentives

    Border Patrol Agent - Earn up to $30,000 in Recruitment Incentives

    U.S. Customs and Border Protection • Caldwell, Texas, US
    Permanent
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: 12 days ago • Promoted
    Bryan / College Station TX Criminal Defense Attorney (Bryan)

    Bryan / College Station TX Criminal Defense Attorney (Bryan)

    Dunham & Jones, Attorneys at Law PC • Bryan, TX, US
    Part-time
    Dunham & Jones, is a nationwide criminal defense firm, built on purpose, meaning, service, and relationships.We help our clients navigate the complex criminal litigation process by providing experi...Show more
    Last updated: 16 days ago • Promoted
    Bryan / College Station TX Criminal Defense Attorney

    Bryan / College Station TX Criminal Defense Attorney

    Dunham and Jones, Attorneys at Law PC • Bryan, TX, United States
    Full-time
    Dunham & Jones, is a nationwide criminal defense firm, built on purpose, meaning, service, and relationships.We help our clients navigate the complex criminal litigation process by providing experi...Show more
    Last updated: 25 days ago • Promoted
    United States Border Patrol Agent

    United States Border Patrol Agent

    U.S. Customs and Border Protection • Hearne, Texas, US
    Permanent
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: 12 days ago • Promoted
    U.S. Border Patrol Agent

    U.S. Border Patrol Agent

    U.S. Customs and Border Protection • Franklin, Texas, US
    Permanent
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: 13 days ago • Promoted