Personal Injury Intake Specialist

Personal Injury Intake Specialist

Intake Specialist - Personal Injury Firm
Salary: base + great commission structure
Location: Charlotte, North Carolina OR remote work for a well-qualified candidate
Strong benefits

We are seeking a highly motivated Inbound Sales Representative / Intake Specialist to serve as the first point of contact for prospective clients. This role is critical in managing the intake process with professionalism, empathy, and efficiency. The ideal candidate is experienced in client-facing roles within the legal field and excels in customer service and sales.

Key Responsibilities:

Handle all incoming calls and inquiries from potential clients (focus on personal injury and civil litigation)

Guide new clients through the intake process and ensure timely receipt of signed agreements

Conduct full intake interviews with all newly signed clients

Coordinate referrals when necessary

Support the marketing team with outreach and materials

Qualifications:

Associate?s Degree or higher; must be at least 18 years old

Previous experience in a personal injury law firm (internships or employment)

Excellent verbal and written communication skills in English; Spanish proficiency preferred

2?5 years of experience in customer service and/or sales roles

Ability to follow structured call handling procedures

Strong organizational skills, with the ability to manage follow-up systems for leads

Demonstrated critical thinking skills to assess lead qualifications

Experience using CRM software strongly preferred

Minimum 3 years of intake and retainer experience in a plaintiff-side personal injury setting

Proficient in Mac OS, Microsoft Word, and Excel

HOUGW34

Interested candidates please send resume in Word format Please reference job code 134594 when responding to this ad.