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New Client Intake Specialist (Personal Injury)- REMOTE/WFH

Parnall Law Firm, New Mexico’s largest Personal Injury law firm, seeks a talented Intake Specialist to join our growing team! Apply today learn why Parnall Law’s exceptional company culture, commitment to client service, and dedication to upholding our mission and values has earned us a place among New Mexico’s best places to work year after year.


Location: Fully Remote


Job Type: Full-Time


Pay: $49,940-$64,500/year DOE


Benefits:

Health, dental, & vision insurance

Life and long-term disability insurance

401(k)

PTO/Select paid holidays

Opportunities for community outreach

A positive, fulfilling, caring environment where learning and growing are encouraged

In-office health bar

Annual company goal trip


NEW CLIENT SPECIALIST


MIssion Statement:

To conduct initial contact with all potential clients, treating them with empathy and understanding, while determining whether the firm can help. If we can help, the intake specialist’s mission is to retain the cases at a rate of 95% or better. If we cannot handle the case in-house, the intake specialist’s mission is to place the potential client with a referral partner or another entity that might be able to help the potential client.


Duties/Responsibilities

· Attend weekly firm-wide huddle every Monday morning at 8:00

· Attend daily team mini huddle Tuesday through Friday at 8:00 am

· Attend biweekly meeting with the Lead to go over KPIs and metrics.

· Achieve a 95% good call conversion rate

· Convert all pending cases within 3 days of the initial inquiry.

· Send out decline letters to non-clients within 5 days of decision.

Intakes

· Establish rapport with potential clients immediately over the phone.

· Answer calls and emails from potential clients about their claims, determine whether to VineSign or schedule for attorney intake.

· Post all new cases on intake sheets, and messages, in SmartAdvocate promptly and accurately.

· Research the potential client and case as necessary and document the file.

· Become familiar with our referral list to help direct and refer callers we cannot help.

· Keep track of cases that we have referred to attorneys with whom we associate.

· Weed out unwanted cases.

· Help create a positive team environment by communicating with each team member to ensure all potential new clients are given prompt attention.

· Deadline new intake sheets for follow-up / sols / declines

· Draft decline letters with appropriate SOL language.

· After-hours rotation for qualified calls (paid).

Administrative support

· Manage and update provider contact information in SmartAdvocate.

· Data entry, party entry, witness info entry.

· Conflict checks when entering parties.

· Positive, confident, charismatic, influential, intelligent, and compassionate person.

· Conveys confidence on the phone and in-person

· Strong active listening skills.

· Intelligent analytical ability to determine liability, damages, and source of recovery.

· Comfortable and confident in selling legal services.

· Empathy for injured clients, with ability to put them at ease during their difficult time.

· Exceptional communication skills, verbal and written.

· Influential in helping client to realize that Parnall Law Firm is the best choice in personal injury representation.

· Organized, focused, and attentive to all intakes and follow-ups.

· Resourceful in helping investigate and uncover root of legal issues.

· Enthusiastic ability to absorb guidance and training in intakes, insurance law, and personal injury cases generally.

· Professional attire and demeanor.

· Treats a call at 4:30 on Friday with the same care and compassion as one on Monday morning.

· Able to follow loose scripts and avoid giving legal advice.

· Computer and typing skills. Enthusiastically absorbs training in case management software.

· Inbound sales experience a plus.

· Personal injury law (particularly plaintiff) experience a plus.

· Team player. We are strong believers in teamwork.


Requirements:

-High School diploma or equivalent

-2 years direct legal intake experience required, personal injury experience preferred


Parnall Law Firm is an Equal Opportunity Employer


#Intake2


Average salary estimate

$57220 / YEARLY (est.)
min
max
$49940K
$64500K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About New Client Intake Specialist (Personal Injury)- REMOTE/WFH, Parnall Law

Parnall Law Firm, New Mexico's largest Personal Injury law firm, is excited to welcome a New Client Intake Specialist to our friendly and dynamic team! This fully remote full-time position offers a competitive salary ranging from $49,940 to $64,500 a year, depending on experience, and comes with a suite of comprehensive benefits including health, dental, and vision insurance, life and long-term disability insurance, and a 401(k) plan. You'll also enjoy perks like paid time off, holidays, community outreach opportunities, and an annual goal trip! The mission of the New Client Intake Specialist is vital to the success of our firm, as you're the first point of contact for potential clients. Your role involves treating each potential client with empathy and understanding while determining their legal needs. Aiming for a remarkable 95% case retention rate is just part of the exciting challenge! You will establish rapport, assess claims, and promptly utilize our SmartAdvocate system to manage new cases. Weekly huddles create a collaborative team environment, ensuring everyone is on the same path to support our clients effectively. If you have a positive attitude, a knack for building rapport, and a passion for helping others during their time of need, we would love to see you thrive at Parnall Law Firm—where we firmly believe in teamwork and creating a nurturing work environment. Come join us and make a difference in the lives of those we serve!

Frequently Asked Questions (FAQs) for New Client Intake Specialist (Personal Injury)- REMOTE/WFH Role at Parnall Law
What are the responsibilities of a New Client Intake Specialist at Parnall Law Firm?

As a New Client Intake Specialist at Parnall Law Firm, you will manage the initial contact with potential clients, striving for a 95% retention rate on cases. You’ll be answering queries, gathering information about claims, documenting details in SmartAdvocate, and collaborating closely with your team to ensure timely follow-ups and appropriate referrals. Your role is critical in providing the warm, compassionate service that Parnall Law is known for.

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What qualifications are required to be a successful New Client Intake Specialist at Parnall Law Firm?

To excel as a New Client Intake Specialist at Parnall Law Firm, you need a high school diploma or equivalent and at least two years of direct legal intake experience, particularly in personal injury. Excellent communication skills, strong empathy, and the ability to work effectively in a team-oriented environment are essential. Familiarity with case management software and inbound sales experience would be a plus.

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What is the typical work environment for a remote New Client Intake Specialist at Parnall Law Firm?

As a remote New Client Intake Specialist at Parnall Law Firm, you'll enjoy a fully supportive remote working environment. Regular team huddles and biweekly meetings ensure you're connected with your colleagues and that you're updated on the firm’s goals and strategies. The firm promotes a culture of collaboration, learning, and growth, allowing you to thrive while working from the comfort of your home.

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What can you expect in terms of professional development as a New Client Intake Specialist at Parnall Law Firm?

At Parnall Law Firm, the professional development of our New Client Intake Specialists is a top priority. You'll receive thorough training in intake processes, personal injury law, and necessary software. The firm also encourages community outreach participation and offers opportunities for growth, helping you to become the best at what you do while contributing positively to our mission.

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How does Parnall Law Firm support work-life balance for its New Client Intake Specialists?

Parnall Law Firm strongly values work-life balance for its New Client Intake Specialists, offering flexible work hours focused on productivity rather than strict schedules. The supportive culture, together with competitive paid time off and holidays, ensures you can manage personal commitments while delivering excellent service to our clients.

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Common Interview Questions for New Client Intake Specialist (Personal Injury)- REMOTE/WFH
Can you describe your experience with legal intake processes?

It's essential to highlight specific experiences you've had with legal intake, particularly how you managed client calls, gathered necessary information, and documented it effectively. Discuss how you handle time-sensitive inquiries and any successes you've had in converting cases.

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How do you handle difficult or emotional callers?

In your response, showcase your empathy and active listening skills. Explain how you remain calm, provide reassurance, and attempt to empathize with their situation, ensuring that they feel heard and supported during their challenging time.

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What strategies do you use to build rapport with potential clients over the phone?

Share specific techniques such as using a friendly tone, actively listening, asking open-ended questions, and engaging in thoughtful conversation to establish trust and show you genuinely care about their concerns.

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Describe how you prioritize tasks when handling multiple client inquiries?

Discuss your organizational skills and any tools or methods you use to keep track of pending inquiries. Explain how you assess urgency and importance to ensure every potential client receives prompt attention.

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How do you ensure confidentiality and professionalism during client interactions?

Emphasize your understanding of privacy regulations and your commitment to maintaining confidentiality. Highlight specific practices you follow, like using secure systems for documentation and handling sensitive information respectfully.

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What excites you about working in personal injury law?

Articulate your passion for helping individuals in vulnerable situations. Share any experiences that inspired your interest in personal injury law, focusing on how rewarding it feels to make a positive impact on clients' lives.

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How do you keep up with updates and changes in personal injury law?

Discuss your commitment to ongoing learning, whether through online resources, attending webinars, or participating in legal associations. Mention your willingness to absorb new information and enhance your expertise continually.

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What is your approach to achieving team goals and metrics?

Describe how you value collaboration and communication with your team. Share examples of how you've contributed to team success by focusing on collective goals while also promoting each member's strengths.

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How would you handle a scenario where you cannot help a client directly?

Explain your understanding of the importance of referrals when necessary, including how you assess a potential client's needs and match them with the right resources or partners, ensuring they feel supported in the process.

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What methods do you use to manage stress while ensuring high performance?

Discuss techniques such as time management, periodic breaks, and effective communication with peers. Share any experiences where these methods have helped you stay focused and perform well under pressure.

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Full-time, remote
DATE POSTED
March 23, 2025

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