Intake Specialist

Intake SpecialistCompensation: $25.00 per hourPosition Type: Full-Time, Hybrid (Richmond office/Hybrid)ScheduleWednesday, Thursday, Friday: 8:30 AM to 5:00 PM - In OfficeSaturday and Sunday: 9:30 AM to 6:00 PM – RemotePosition OverviewGeoff McDonald & Associates is seeking a reliable, professional, and self-motivated Full-Time Intake Specialist to provide exceptional service to prospective clients and referral sources. This hybrid position works in the office Wednesday through Friday and remotely Saturday and Sunday. The Intake Specialist will handle inbound and outbound calls, conduct client intakes, assist with sign-ups, and perform proactive outreach to prospective clients. The ideal candidate is an excellent communicator who thrives in a fast-paced environment, stays organized, and confidently guides prospective clients through the intake process.Key ResponsibilitiesProactively contact prospective clients listed in our Active Case and New Opportunity dashboardsAnswer and manage incoming calls, inquiries, and leadsConduct client intakes and assist with remote retainer/sign-up processesCoordinate with attorneys when legal review or approval is requiredFacilitate and coordinate in-person sign-up opportunities when appropriateAccurately document client interactions, updates, and case information within firm systemsFollow established intake procedures, workflows, and escalation processesConsistently deliver a professional, compassionate, and efficient client experienceAssist with follow-up outreach and lead management efforts as assignedRequired QualificationsStrong communication, customer service, and phone skillsComfortable speaking with prospective clients and guiding conversationsExcellent organizational skills and attention to detailAbility to work independently with minimal supervisionComfortable navigating CRM, dashboard, and intake management systems (e.g., SmartAdvocate)Prior intake, call center, customer service, or client-facing experienceStrong problem-solving skills and sound judgment when handling client inquiriesAbility to remain productive and accountable in a hybrid work environmentComfortable communicating with attorneys, case managers, and other legal professionalsPreferred QualificationsPrior law firm experience, preferably in Personal Injury or Workers' CompensationBilingual (English/Spanish) strongly preferredWhy This Role MattersThis position plays a direct role in helping the firm capture additional cases, improve conversion rates, and deliver an exceptional client experience to prospective clients. The Intake Specialist is a key contributor to the firm's growth and overall success.Benefits Include:Generous PTO based on tenure (15 days to start, earned bi-weekly)14 paid Holidays Annually, including your BirthdayEmployer-paid Medical/Dental/Vision InsuranceLife InsuranceLong Term Disability InsuranceAflac Plans401(k) with match planMaternity / Paternity Leave**Please note that we are conducting this search internally and are not seeking assistance from recruiters, staffing agencies, or search firms. Direct applicants only, please.**