Intake Specialist - Salt Lake City, UT at The Lisinski Law Firm

Murray, Utah, United States -

Full Time

Start Date

Immediate

Expiry Date

15 May, 26

Salary

0.0

Posted On

14 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Bilingual, Spanish, Interviewing, Sales Scripts, Empathy, Payment Processing, Client Education, Lead Conversion, Scheduling, Follow Up, Contract Sending, Microsoft Office Suite, Customer Service, Selling Skills, Time Management, Organization

Industry

Legal Services

Description

Join our Team as an Intake Specialist | Salt Lake City Are you a bilingual communicator who loves helping people and closing deals? We are looking for three (3) dynamic Intake Specialists to be the first point of contact for our clients. In this role, you aren’t just answering calls—you are an advocate and a guide. You will be the face of the firm, ensuring every potential client receives a smooth, empathetic, and professional entry into our services. Base salary plus bonus. Detailed compensation and incentive structure will be discussed during the interview Your Key Contributions Essential Job Functions & Responsibilities 1. Learn, memorize, and research the case types we offer at the firm based on Attorney’s guidelines. 2. Conduct one-hour interviews with potential clients and initiate a potential case type based on the Attorney’s direction, training, FAQ documents, and other communications. 3. Lead Interviews with approved sales scripts and empathy to build rapport with potential clients. 4. Review case pricing with clients and determine their best payment option to start a potential case type. Involve the Intake Manager or Intake Assistant Manager to approve manager specials or payment plans. 5. Educate clients on the benefits of partnering with our firm and the payment options available to them. 6. Convert potential leads into admitted clients based on benefits and values of each case type. 7. Schedule and follow up with all leads that have potential case types to clarify information, answer questions, and encourage engagement with the firm. 8. If eligible, based on client’s initial down payment, this individual is responsible for scheduling the sign-up appointment. 9. Responsible for sending contracts to clients following down payment. 10. Stay up to date on weekly legal training with firm attorneys. Minimum Education and Experience Requirements (Essential Skills, Knowledge & Abilities) 1. Bilingual (Spanish English) B2-C1 2. Proficient with Microsoft Office Suite or related software 3. High School Diploma or equivalent experience 4. Excellent verbal and written communication skills 5. Possess excellent bilingual (English and Spanish) interpersonal and communication skills, both written and verbal 6. World class customer service and selling skills 7. Proven ability to meet deadlines and time manage themselves 8. Impeccable organizational skills and attention to detail 9. Strong problem-solving skills 10. Experience in sales or metrics-based environment preferred What Makes You a Great Fit Bilingual Fluency: Exceptional verbal and written communication in both English and Spanish (B2-C1). Sales DNA: Experience in sales or metrics-based environments is a huge plus. You know how to meet deadlines and manage your time. Exceptional Service: You are organized, detail-oriented, and dedicated to providing world-class customer service. Tech Savvy: Proficient with Microsoft Office and case management software. Why this role is for you: Impactful Consultations: You will conduct meaningful interviews to assess client needs and determine how our firm can best change their lives. Drive Results: You’ll use your sales skills to educate clients on our value and convert leads into active cases, directly contributing to the firm's growth. Master of Connection: Using approved scripts and your natural empathy, you will build rapport and guide clients through their payment options and contracts. Professional Growth: Stay at the top of your game with weekly legal training provided by our firm’s attorneys. How You'll Benefit Lisinski Law Firm provides a comprehensive benefits package that supports the diverse needs of our employees and their families. We recognize the importance of health and well-being and are committed to fostering an environment where every team member can feel and perform at their best! 401k Match Medical, Dental, & Vision Insurance Options for Health Savings Account or Flexible Spending Account Dependent Care FSA Basic Life Insurance Voluntary Life & AD&D Disability Insurance Voluntary Accident Insurance Voluntary Hospital Indemnity Insurance Employee Assistance Program Calm App Subscription Our Firm At Lisinski Law Firm, the commitment we show to our clients is matched by how we support and invest in our people. LLF is a place where employees are encouraged by peers, heard by leadership, and strengthened by a genuinely collaborative team culture. Whether you join Marketing, IT, Accounting, Legal, or any other function, your work matters. Every role contributes to meaningful, lasting impact in the lives of those we serve. Our Values At Lisinski Law Firm, we are driven by a client obsessed mindset and a commitment to learning, advocacy, efficiency, and nimbleness in everything we do. We work as true team players, delivering creative problem-solving and high-quality service to support families with excellence and care.

Responsibilities

The Intake Specialist serves as the first point of contact, conducting one-hour interviews with potential clients to assess case types based on firm guidelines and educating them on partnership benefits and payment options. Key duties include converting leads into admitted clients, managing scheduling, and ensuring a smooth, professional entry into the firm's services.