Job Description

Job Title: Intake Coordinator

Job Type: Full-Time

Pay: Competitive, based on experience

Are you an experienced personal injury intake professional looking to take the next step in your career? Do you thrive in a fast-paced environment and enjoy working with a team? If so, we want to hear from you!

About Us:

At Turnbull, Moak, & Pendergrass, we are dedicated to fighting for our clients and providing exceptional representation. Our firm is growing, and we are looking for an Intake Specialist to join our intake team and ensure a smooth, efficient process for new clients.

Job Description:

• Respond promptly to potential client inquiries via phone, email, online forms, and other communication channels.
• Conduct thorough interviews to gather essential details about the client's personal injury case.
• Assess the merits of the case and determine if it meets the firm's criteria for further review.
• Enter all collected data into the firm's case management system accurately and efficiently.
• Guide potential clients through the sign-up process, including explaining the legal services the firm offers and addressing any questions or concerns.
• Assist with preparing and sending retainer agreements or other required documentation for client signatures.
• Coordinate with legal assistants or attorneys to ensure the seamless onboarding of new clients.
• Maintain and strengthen relationships with medical professionals, service providers, and other referring parties who may send potential clients to the firm.
• Communicate effectively with referral sources to ensure they are kept updated on the status of cases.
• Assist in tracking referral leads and managing the referral network database.
• Actively seek new referral relationships to expand the firm's client base.
• Collaborate with the marketing team to identify and pursue lead generation opportunities, including online advertising, community outreach, and networking opportunities.
• Track case milestones to ensure important deadlines are met in the intake process.
• Communicate case updates to clients as needed until the handover to the legal team.
• Assist with other administrative tasks and special projects as assigned.

Why Join Us?

At Turnbull, Moak, & Pendergrass, we take care of our employees as well as our clients! Our firm offers a highly competitive benefits package, including:

• Competitive Pay – based on experience, with opportunities for growth.
• Fully Paid Health, Dental, and Vision Insurance – The firm covers 100% of the cost for individual coverage, ensuring you have access to top-tier medical benefits at no expense to you.
• 401(k) with Employer Match – Helping you build your financial future with a firm-sponsored retirement plan and matching contributions.
• Generous PTO & Paid Holidays – We recognize the importance of work-life balance and provide ample paid time off, including major holidays.

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