Intake Specialist
Description
Hiring Company Description:
Since 1993, the attorneys of Isaacs & Isaacs have fought for injured victims in the states of Kentucky, Indiana, and Ohio. With over $2 BILLION collected for clients, Darryl Isaacs and the Isaacs team continue to call out big insurance companies, businesses, and individuals looking to make money off from victims injured in car crashes, truck accidents, commercial vehicles accidents, and wrongful death cases. We cannot undo the incident, but we can do everything in our power to make people whole in the eyes of the law by demanding justice and fair compensation.
Isaacs & Isaacs is seeking a motivated and customer-focused Intake Specialist to join our growing team. As the first point of contact for potential clients, this role plays a critical part in evaluating new cases, building trust, and guiding individuals through the intake process. This is an ideal opportunity for someone with sales, call center, or customer service experience who excels at communication and thrives in a fast-paced, goal-driven environment.
Key Responsibilities Include:
Client Intake & Case Evaluation
Respond to incoming calls and inquiries from prospective clients
Gather and document case details accurately and efficiently
Evaluate potential cases and determine fit and viability
Ensure each caller feels heard, supported, and confident in next steps
Sales & Client Conversion
Guide prospective clients through the sign-up process
Build rapport and convert qualified leads into signed clients
Utilize persuasive communication and consultative sales techniques
Meet or exceed monthly performance and conversion goals
Relationship Management & Coordination
Collaborate with the intake management team on case evaluation decisions
Maintain strong relationships with clients and internal teams
Ensure timely follow-up and consistent communication
Administrative & System Management
Enter and maintain accurate data in the firm’s case management system
Upload and organize documents and client information
Perform additional tasks as assigned
Requirements
Requirements:
2+ years of experience in sales, call center, or customer service
Strong communication skills (verbal and written)
Ability to balance empathy with persuasive sales skills
Comfortable working in a goal-driven, performance-based environment
Ability to multi-task while typing (40+ WPM)
Highly organized with strong attention to detail
Willingness to work evenings, weekends, and flexible schedules as needed
High School Diploma or GED required
Preferred:
Bilingual (English/Spanish)
Experience in legal intake or personal injury
Physical Requirements:
The ability to sit for extended periods, use hands and fingers for computer and office machine use (including repetitive motions), and possess close vision for reading and data analysis. Employees may also need to stand and walk occasionally, perform light lifting of up to 10-25 pounds, and have clear speaking and hearing abilities to communicate. Benefits:
Competitive compensation (base + performance incentives)
Medical Insurance
Dental Insurance
Vision Insurance
Flexible Spending Account (FSA)
Health Savings Account (HSA) with employer contributions
Employer-paid Life and AD&D Insurance
Voluntary Life Insurance options
Employer-paid Short-Term & Long-Term Disability
Employee Referral Bonus Program
401(k) with company match
We are an Equal Opportunity Employer. It is the policy of the Firm to assure equal employment opportunity to all employees, candidates for employment, and other covered persons without regard to unlawful considerations of race, color, religion or creed, gender sex (including pregnancy), national origin or ancestry, ethnicity, citizenship status, genetic information, military or veteran status, age, physical or mental disability, status as a smoker, or any other classification protected by applicable local, state, or federal laws.
This applies to all aspects of employment, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination. Reasonable accommodation is available for qualified individuals with disabilities in accordance with applicable federal, state, and local law.
This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.