Intake Specialist

Home / Jobs / Intake Specialist
Job ID: 52281
Location: Lexington, South Carolina
Employment Type: Direct Hire
Last Updated: 3 days ago

Apply Now

Fill out the form below to submit your information for this opportunity. Please upload your resume as a doc, pdf, rtf or txt file. Your information will be processed as soon as possible.

(Word, PDF, RTF, TXT)
* Required field.
We are seeking a professional, detail-oriented Intake Specialist to be the first point of contact for potential clients. In this role, you will gather key information, evaluate case eligibility, provide excellent customer service, and ensure a smooth transition from initial inquiry to attorney review. This position is ideal for someone who thrives in a communicative, client-focused environment and enjoys helping individuals navigate stressful situations. This position is onsite in Lexington, SC, Mon – Fri 8 – 5, 100% in-person, and pays up to $40k.

Key Responsibilities
  • Handle inbound calls, emails, and online inquiries from prospective clients.
  • Conduct thorough intake interviews to obtain essential case details.
  • Assess case eligibility based on firm guidelines and practice area criteria.
  • Enter and maintain accurate information in the case management system.
  • Create file and assign to an attorney/paralegal.
  • Follow up with potential clients to gather missing information or provide updates.
  • Maintain confidentiality and adhere to all legal and firm-specific protocols.
  • Collaborate with attorneys, paralegals, and administrative staff to ensure a seamless client intake experience.

Qualifications
  • Previous experience in a legal, medical, call center, or customer service role preferred.
  • Excellent verbal and written communication skills.
  • Strong attention to detail and ability to multitask in a fast-paced environment.
  • Comfortable handling high call volume with professionalism and empathy.
  • Ability to maintain confidentiality and manage sensitive information.
  • Proficiency with case management systems or CRM software (preferred, not required).
  • High school diploma or equivalent required; associate or bachelor’s degree preferred.

Key Competencies
  • Empathy and active listening
  • Professional communication
  • Problem-solving
  • Time management
  • Data accuracy and organization
  • Ability to work independently and as part of a team

Benefits
  • Competitive pay
  • Health, dental, and vision insurance
  • Paid time off and holidays
  • Supportive and team-oriented work environment