Intake Specialist
Listed on 2026-01-14
-
Customer Service/HelpDesk
Customer Success Mgr./ CSM, Bilingual, Customer Service Rep
Intake Specialist
About the Role
Intake Specialists are part of a devoted and exceptionally important team at The Advocates. It is a sales-focused teamwho speak on the phone with potential clientsto understand their needs, help them feel comfortable, position our firm as a solution to theirneedsand sign them as new clients.
While this is a sales position, there are nocold-callsrequired-you will be working with clients who have reached out to us.
Who We Are
The Advocates are a growing personal injury law firm with branches across the United States. We are dedicated torepresentingvictims of accidents with kindness and respect. Our team genuinely cares about and has empathy for the people who seek our help, and we are driven to get them the best results possible.
The PNW branch, headquartered in Seattle,WAhas branches in Portland, OR and Spokane, WA and works with clientsthroughout
Washington and Oregon.
Our intake team speaks with callers 7 days a week.
Learn more about us at our website!
The Perfect Fit:
We are looking for an empathetic, sales-focused personwho wants to help make a difference in people's lives. Our clients are often going througha very difficulttime after injury or personal loss, so a good fit for this role would be someone who can balance helping themsee the valueoftheprofessional role the Advocatesbring totheir casewhile expressinga warm and empathetic understanding of their situation.
This Career will be Fulfillingif You:
- Enjoy helping injured people who are going througha difficult time
- Canquickly interpret emotional conversations toidentifythe root of an issue
- Remain steady and supportive during emotional conversations
- Are a good listener and people go to you for advice
- Think strategically and can juggle multiple priorities at once
- Aregoal-drivenandthrivein a fast-paced environment
Key Responsibilities
- Work independently to handle a high volume of calls and messages, while pivoting between tasks with ease
- Engage new inbound leadsquicklyvia phone, text, and email
- Manage and track prospectpipelineusing lead management software
- Schedule and conduct detailed phone interviews to assess case potential
- Qualifyand signpotential clientsincludingovercomingobjectionsusing a customer-centric soft sales approach
- Conduct new client intake and onboardinginleadmanagement software
- Meet our needs for staffing availability currently seeking aWednesday-Sundayshiftbetween9:30am-6pm, following an in-office training period during business hours,M-F from8:30am-5pm
Experience and Professional Background
- Minimum of 2years in sales, customer success, accountmanagementor client onboarding (required)
- 1+years'recentexperiencein a fast-paced office environment (required)
- Spanish fluency (required)
- Documented historyof exceeding goals and metrics(preferred)
- Professional services or B2C experience(preferred)
- Associate's degree or higher (preferred)
Benefits:
- $25-$30 / hour guaranteed full-time
- Quarterly performance-based bonuses
- 401(k)+ 4% matching(after 1 year employment)
- 100% employer paid Health, Vision, Dental (buy ups available)
- 3 Weeks PTO in year 1, Uncapped PTO in year 4
- Employee Assistance Program
- Commuter/Metro Card Program
Required
Preferred
Job Industries
- Other
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).