Intake Specialist

The role

The Intake Specialist is the first contact for prospective clients of a personal injury firm. This role converts inbound leads into signed clients by evaluating claims, building rapport and guiding qualified people through sign-up.

What you will do

• Serve as the primary sales contact for inbound leads and inquiries.
• Evaluate potential cases using established qualification criteria.
• Confidently present next steps and close qualified prospects over the phone.
• Handle a high volume of inbound calls while maintaining conversion goals.
• Follow up with prospective clients via phone, email, chat, and text to drive sign-ups.
• Overcome objections and build urgency to secure commitments.
• Coordinate intake appointments with attorneys when needed.
• Maintain detailed and accurate records in the CRM system.
• Deliver a high-quality client experience that drives satisfaction and referrals.

Required qualifications

• Proven sales ability with strong closing skills.
• Comfortable working toward performance metrics and conversion goals.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to multitask and stay organized in a fast-paced environment.
• Strong time management and follow-up discipline.
• Confident, persuasive, and resilient mindset.
• Sound judgment and professional discretion.
• 1–3 years of experience in sales, call center, customer service, or client-facing roles.
• English (required).

Nice to have

• Experience in a high-volume inbound sales environment.
• Law firm intake or legal call center experience.
• Bachelor's degree.
• Spanish.

About the company

Wettermark Keith is a rapidly growing national personal injury firm. It values integrity, professionalism and commitment to excellence.