Intake Specialist I

About the role

Walker Advertising is seeking an enthusiastic and customer-focused Intake Specialist I to join our Contact Center team. This role is ideal for individuals passionate about helping others and building strong client relationships. You will assist potential clients by understanding their needs, providing information about our attorney network, and ensuring a smooth intake process.

As an Intake Specialist I, you will join a collaborative team focused on delivering exceptional results while fostering a supportive and inclusive workplace.

What you'll do

• Client Intake: Obtain appropriate and pertinent information from the potential clients (PC); encourage the PC to sign legal agreements if the lead meets criteria.  
• Follow-Up: If lead meets criteria, offers agreement to the PC.  Assists the PC with the electronic execution of the agreement.  Answers any questions of the PC over the phone.  Escalate the call to a supervisor or attorney if legal questions arise or objections cannot be addressed.  
• Client Relations: Provide excellent customer service by addressing PC inquiries, concerns, and issues in a timely and professional manner. Act as a liaison between PC and attorneys. 
• Documentation: Ensure all necessary attorney intake forms and documents are completed, signed, and filed correctly. Assist with gathering additional documentation from clients as needed. 
• Confidentiality: Handle all client information with the highest level of confidentiality and in compliance with legal and ethical standards. 
• Collaboration: Work closely with attorneys and other staff members to ensure a smooth transition of clients from intake to case management. 

Qualifications

• 12 months of experience in inside sales, customer service, call center, or related role.
• Strong interpersonal and communication skills, with the ability to build trust and rapport.
• Ability to learn and follow scripts and guidelines.
• High school diploma or equivalent.
• Must have a flexible schedule and be able to work at least one weekend day.

Benefits/Perks

• 3 Weeks Paid Time Off
• 12 Weeks of Guaranteed Paid Parental Leave
• Comprehensive Insurance Coverage (Medical, Dental, Vision, etc.)
• 401(k) Retirement Savings Plan
• Wellness Initiatives/Employee Assistance Program
• Rewards and Recognition Programs
• Career Development Opportunities
  
  

Pay Range

Starting at $21/hr plus Bi-weekly Bonuses (Remote - United States)

AI Disclaimer & Accommodations

We may use AI-enabled tools to assist with certain parts of our hiring process, including application review and candidate evaluation. These tools support our team and are used with human oversight. All final hiring decisions are made by humans.

If you require reasonable accommodations during the application process or have questions about our hiring process, please contact OWSC@walkeradvertising.com.