Intake Specialist

Intake Specialist | White Plains, NYEstablished NY Law FirmEvery day, people call this firm after a workplace accident, a serious injury, or a disability claim that already feels impossible to navigate. As an Intake Specialist, you'll be the first voice they hear — and often the person who decides whether the firm can help them at all.About the FirmFor more than 85 years, this firm has represented injured and disabled workers across New York, helping over 100,000 people pursue workers' compensation, Social Security disability, and personal injury claims. Operating from multiple offices across the greater New York area, the firm markets directly to the communities it serves — in English and Spanish — under a "New Yorkers helping New Yorkers" philosophy. Leadership is investing in growing Intake into a true referral hub over the next three years, turning cases the firm can't take directly into a steady revenue stream through trusted partner attorney relationships.What You'll DoField inbound calls, ask the right questions, and make the call: retain, refer, or rejectFollow up on non-responsive leads with a structured cadence — up to seven touch attemptsWeigh each case against firm criteria, balancing empathy with the firm's standardsExplain the process in plain language and guide hesitant callers to become signed clientsKeep clean, complete case documentation so nothing falls through the cracksHand off smoothly to the Welcome Team and Legal DepartmentWhat We're Looking For3–4+ years of sales or customer service experienceNice to have: legal intake/case management background, personal injury or workers' comp/SSD experience, medical/healthcare exposure, bilingual English/SpanishGenuine empathy for people who are anxious or in pain, paired with decisiveness and a sense of urgencyStrong communicator, comfortable with dashboards, KPIs, and shifting prioritiesComfortable with everyday tech and open to AI-powered toolsWho Thrives HereYou can hold empathy and urgency at the same time. You take pride in a clean case note as much as a signed client. You want a scorecard, not just a job description. You're comfortable being the one to say "refer" or "reject" — and can deliver that with care. This isn't the seat for someone who wants to work leads at their own pace or avoid the phone.The Details9–5, full hour for lunch, Summer Fridays close at noonOn-site to start, with hybrid eligibility at manager's discretion once ramped upSmall, tight-knit team led by a 30-year veteran of the firm — long tenure is the norm hereGround-floor opportunity to help shape a firm's referral hub build-outInterested candidates should reach out directly to discuss — company details shared upon initial conversation.