Job Description

We’re currently searching for our next MVP to join our team as an Intake Specialist. Do you love being the first person on your team to meet new clients? Do you enjoy spreading kindness and optimism through your interactions with others? We’re a business-minded bankruptcy law firm that’s on track for aggressive growth, and we want you to join our team because you’re an eager go-getter who is ready to be the first voice that clients hear when they reach out to us. Additionally, you know how to use every interaction with callers and clients to create memorable impressions that help us stand out in front of the competition. Every day, we’re working to become known as the law firm that provides the very best service to clients, beginning with the first moment they come into contact with us. We cannot emphasize enough how important our intake specialist will be in helping all of us achieve this goal. …and we’re growing fast, so you should be ready to hit the ground running. This is a full-time remote position, and you will be working 40 hours per week. Your pay will be between $18 - $22 per hour, based on experience, and you’ll have access to health, dental, and vision insurance. Prepare a cover letter with no more than TWO paragraphs and a closing sentence. In the first paragraph, explain 3 qualities you possess that you believe make you a great candidate for this position and why you believe each of those qualities is important for this particular role. In the second paragraph, explain why you applied to this particular job posting. As a closing sentence, please write, “I have read the instructions contained in the job posting and have followed the instructions.” We look forward to reviewing your application. Responsibilities: This position will be responsible for important work, including:

• Answering all incoming calls, gathering basic caller information, and screening and triaging calls accordingly.
• Promptly reviewing and responding to online leads.
• Pre-qualifying potential new clients to determine if they’re A+ clients, correctly identify their most pressing concerns, gauge their urgency, and schedule them for consultations when appropriate.
• Initiates the pre-engagement glide path for all prospects scheduled for initial consultation to create/foster a sense of excitement and urgency about engaging the Firm and improving the “show up rate” for people showing up for initial consultations.
• Connecting callers with members of our team, depending on availability, and taking or relaying messages when appropriate.
• Keeping up-to-date records of each unique call based on our standards and procedures.
• Accurately maintaining contemporaneous records of callers as they progress through our sales and intake workflows.
• Preparing engagement agreements and following up to ensure prospects sign the agreement and make the agreed payment.
• Staying in contact with Leads who do not schedule consultations, PNCs who do not appear for their consult, and PNCs who do not sign up after their initial consultation to keep the door open for them to come in when they are ready.
• Assisting our document collection team with phone communication.

If the statements below appeal to you, then you may be our next Intake Specialist!

• You’re thoughtful and kind even when dealing with angry and rude folks (to be clear, we don’t tolerate this behavior from clients, but we never allow someone else’s behavior to be an excuse for us to lower the standards we set for ourselves).
• You possess and routinely utilize outstanding organizational habits because you know that’s the only way that things don’t fall through the cracks, regardless of how excellent your memory may be.
• You’re a true team player and always willing and ready to help others on your team when needed.
• You’re not afraid to ask for help, and you know not to wait until it’s too late before asking.
• You’re fully capable of working remotely, meaning you have reliable internet access, a quiet place to work without distractions, and you’re able to use modern tech.
• You’re a responsible remote worker who stays on task throughout the workday, even though you’re working from the comfort of your own home, without the possibility of coworkers walking by your desk to see whether you’re actually working.
• You enjoy a work environment that offers something new every day.
• You do not think that certain tasks are “beneath you.”

Qualifications: Ideally, you’ll have at least 1 year of experience in a similar position, although this isn’t required if you can demonstrate that you have the requisite skills and desire to learn quickly and accept responsibility for this role shortly after joining our team. The ideal candidate will be able to take initiative on work that needs to be done and complete tasks with minimal supervision. About Company: We help people break free from debt so they can reclaim their peace of mind and build stronger financial futures—and we love what we do. We're a fast-growing consumer bankruptcy law firm in Texas, and our team is a tight-knit, upbeat group that takes pride in making a real difference in people’s lives. No two days here are ever the same. While our mission to serve with gratitude never wavers, we treat challenges as opportunities to grow, sharpen our skills, and find smarter ways to help clients succeed. If you're someone who thrives in a fast-paced, purpose-driven environment and loves connecting with people, you’ll fit right in with us.

Job Tags

Hourly pay, Full time,

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