Intake Specialist
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Job Location:
Coral Gables, FL - USA
Monthly Salary:
Not Disclosed
Posted on:
09-11-2025
Vacancies:
1 Vacancy
Job Summary
Our law office is growing fast and were searching for a full-time legal intake specialist to help us succeed! Youll serve as the compassionate voice of our law firm fielding inbound calls from prospective clients in their time of need screening and surveying for potential cases and helping our lawyers manage their meetings. If the thought of coming to work every day and making a positive impact on clients lives excites you start your application today!
The CCC will conduct in-depth telephonic meetings with PNCs for the purpose of selling our excellent legal services.
During these meetings the CCC will:
- Follow policies and procedures on how to communicate with PNCs in the most effective manner.
- Collect information about the PNCs and the matters for which they are seeking the Firms help.
- Assure the PNCs that the Firms attorneys and staff will be able to help them.
- Show compassion for their troubles.
- Provide a general description of the Firms services in the area where the PNC needs help.
- In accordance with the ethical rules governing lawyers the CCC will not provide legal advice quote a fee (however the CCC may share a fee that has been determined by the Owner) or enter into an engagement with a client. The CCC will prepare prospective clients for entering an engagement with the Owner or other designated attorney by obtaining the clients signature and then receiving an attorneys approval.
The CCC will oversee the client onboarding process:
- Select the correct Engagement Agreement and accept payment interacting with the attorney for acceptance of the contract.
- Follow up with clients after being hired and verify that the onboarding team has accomplished their duties.
- The CCC will stay in contact with PNCs who do not appear for their consultation and PNCs who do not sign up after their initial consultation to keep the door open for them to come in when they are ready.
- The CCC will keep detailed records about the number of PNCs that contact the firm the number that are scheduled for the initial consultation come in for initial consultations the number that engage the firm and other associated metrics (referral source average case value etc.).
- The CCC will actively engage in dialogue with management regarding the quality and volume of the leads offering constructive feedback and suggestions for improvement based on front-line experience.
- 2 years of experience in sales of products or services luxury or high-end products and services are preferred. A proven track record using a consultative sales approach is required.
- Education and/or work experience equivalent to a bachelors degree.
- A strong interest in consultative solutions selling.
- Experience with CRM particularly reporting is required.
- Knowledge of the legal industry is an asset.
- Real-life experience & a few battle scars giving you empathy and understanding is an asset. Experience overcoming a major obstacle in life and making an important change in your life so you know at your core that others can do it too is a plus.
Required Experience:
IC
Key Skills
- Sales Experience
- Crane
- Customer Service
- Communication skills
- Heavy Equipment Operation
- Microsoft Word
- Case Management
- OSHA
- Team Management
- Catheterization
- Microsoft Outlook Calendar
- EHS
About Company
The Estate Plan is a boutique estate planning law firm based in Coral Gables, Florida, dedicated to helping families across the state protect their loved ones and secure their future. Founded in 2018, our firm specializes in comprehensive estate planning, administration, litigation, t ... View more
