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Legal Intake Specialist

Company: The Ryan Law Group
Location: Santa Monica
Posted on: April 3, 2024

Job Description:

We are The Ryan Law Group, a full service Personal Injury law firm located in Manhattan Beach, CA. We are looking for a full-time Intake Specialist with 1-2 years of experience working at a Personal Injury law firm to join our growing team!--

Our office is located right in Manhattan Beach, with a beautiful view of the beach right from our windows. The Strand and the sand are just a two-minute walk away and offer a great way to spend your lunch break!

As an Intake Specialist at our Firm, your responsibilities will include (but may not be limited to):
--- Report to the Firm Operations Manager
--- Field calls from prospective clients with professionalism and empathy
--- Coordinate client sign-ups and intake processes (drafting retainers, following up with potential clients over the phone, text, or email, answering questions/concerns, and closing the deal)
--- Open new cases in our Case Management system; ensure case moves smoothly through the firm after signing
--- Cultivate a sales-oriented approach to retain clients
--- Serve as new clients' first touchpoint with the firm
--- Maintain detailed documentation and records accurately
--- Achieve key performance indicators (KPIs) and meet established goals
--- Be proactive - keep an eye on our intake processes, and point out where you see room for improvement
--- Manage refer-out and refer-in cases

--- Strong sales spirit and customer service mindset
--- Bilingual proficiency in English and Spanish
--- Excellent communication skills, both verbal and written
--- Ability to demonstrate empathy in person and over the phone
--- Detail-oriented with exceptional organizational skills
--- Professionalism and discretion in handling confidential information
--- Willingness to learn and adapt to new systems and processes
--- Ability to work collaboratively (we are a smaller firm, and all of our positions overlap at some point)
--- Experience: Intake Skills: 1-2 years (Preferred, but not required)
--- Customer Service: 1-2 years (Required)
--- Language: Spanish (Required)

About Company:
Our work environment includes:

--- Relaxed atmosphere, close to the beach

--- Opportunities for professional growth and development

--- Business casual work attire

--- Supportive and inclusive workplace culture

--- View of the ocean from our office

--- Plenty of employee appreciation & team bonding activities


--- Health insurance

--- Dental insurance

--- Vision insurance

--- Paid time off

--- Opportunities for raises, bonuses, and other performance incentives

Keywords: The Ryan Law Group, Santa Monica , Legal Intake Specialist, Legal , Santa Monica, California

Click here to apply!

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