Senior Intake Specialist (Remote - US)

This position is posted by Jobgether on behalf of Jacoby & Meyers. We are currently looking for a Senior Intake Specialist in the United States.

This role is a critical frontline position responsible for connecting prospective clients with legal assistance during vulnerable times. You will engage directly with individuals seeking help, assessing their cases with empathy and professionalism, and guiding them through the intake process. Your ability to build rapport and convert qualified leads into retained clients will directly impact the firm’s success. Operating fully remotely within flexible hours, you will be supported through training and offered opportunities to earn incentive compensation. This is an ideal role for someone passionate about helping others while excelling in a dynamic, target-driven environment.

Accountabilities

• Serve as the primary point of contact for incoming leads seeking legal help through various communication channels (no cold calling).
• Assess case viability by gathering and evaluating client information related to personal injury and motor vehicle accidents.
• Build rapport with prospective clients, turning qualified leads into retained clients with a high conversion rate (target 95%).
• Follow up consistently and respectfully with callers to maintain engagement and support.
• Maintain accurate records of all interactions and case details within case management systems.
• Refer cases outside personal injury scope to appropriate partner law firms.
• Participate in ongoing training to stay current with procedures, terminology, and best practices.
• Work assigned shifts, including evenings, weekends, and holidays, ensuring coverage and responsiveness.

• Minimum 4 years of experience in legal intake, paralegal work, or auto insurance sales.
• Basic knowledge of personal injury and motor vehicle accident law preferred.
• Excellent verbal communication skills with empathy, persuasion, and professionalism over the phone.
• Strong conflict resolution and active listening skills to manage difficult interactions calmly.
• Exceptional time management and organizational abilities to balance workload and maintain quality.
• Bilingual fluency in Spanish is required.
• Adaptability and openness to constructive feedback.
• Experience with Salesforce or similar CRM systems is a plus.
• Bachelor’s degree is a plus but not mandatory.

• Competitive hourly pay between $25.00 and $35.00, plus monthly bonus incentives exceeding $1,000 based on performance.
• Fully remote position with flexible scheduling across various shifts.
• Comprehensive medical, dental, vision, and pet insurance.
• 401(k) plan with company match.
• Company-paid life insurance and voluntary life coverage.
• Short-term and long-term disability insurance.
• Paid time off, sick leave, and paid holidays.
• Employee assistance and travel assistance programs.
• Health and dependent care flexible spending accounts.
• Accident insurance and commuter transportation incentives.
• Cell phone and internet stipends, plus fully-paid parking where applicable.
• Access to learning and development programs.

Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching.
When you apply, your profile goes through our AI-powered screening process designed to identify top talent efficiently and fairly.
🔍 Our AI evaluates your CV and LinkedIn profile thoroughly, analyzing your skills, experience, and achievements.
📊 It compares your profile to the job’s core requirements and past success factors to determine your match score.
🎯 Based on this analysis, we automatically shortlist the 3 candidates with the highest match to the role.
🧠 When necessary, our human team may perform an additional manual review to ensure no strong profile is missed.
The process is transparent, skills-based, and free of bias — focusing solely on your fit for the role.
Once the shortlist is completed, we share it directly with the company that owns the job opening. The final decision and next steps (such as interviews or additional assessments) are then made by their internal hiring team.

Thank you for your interest!

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