Personal Injury Intake Coordinator

Job Description

Job Description

Yerushalmi Law Firm – Beverly Hills, CA

Yerushalmi Law Firm is seeking an experienced and highly organized Intake Coordinator to lead our Intake Department. This full-time position plays a critical leadership role in managing the intake process, overseeing a team of 4–8 intake specialists, and ensuring the successful onboarding of new clients. If you're a team-oriented leader with excellent communication skills and the ability to drive results, we want to hear from you.

Responsibilities :

• Lead and supervise the intake department, providing daily guidance and support to a team of 4–8 intake specialists.
• Oversee and validate follow-ups on pending inquiries to ensure every potential lead is handled properly and timely.
• Conduct regular check-ins and huddles to strategize with your team, review call succession, and align on departmental goals.
• Monitor and track performance metrics , including first-call close rates, and implement strategies to improve conversion.
• Review and approve incoming cases , helping the team determine which cases should be signed and which should be referred out.
• Ensure compliance by planning and scheduling breaks and lunches based on business needs.
• Assign signed cases to case managers in a timely and organized manner to ensure seamless handoff.
• Act as the first point of escalation for intake-related concerns, providing solutions and direction as needed.
• Participate in training and mentoring new intake staff.

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