New Client Intake Specialist at Mickey Keenan PA

Tampa, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

12 May, 26

Salary

0.0

Posted On

11 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Inside Sales, Customer Service, Call Center, Hospitality, Phone Presence, Organized, Detail-Oriented, Tech-Comfortable, Bilingual, Lead Intake, Qualification, Appointment Setting, Empathy, Rapport Building, Documentation, Follow-Up

Industry

Legal Services

Description

Description If you love helping people, thrive in a fast-paced environment, and know how to turn a great conversation into a signed client—you might be exactly who we’re looking for. At Mickey Keenan, P.A., our New Client Intake Specialist is often the first human connection someone has after an accident or injury. That moment matters. We’re looking for a warm, confident, service-driven professional who can build trust quickly, ask the right questions, and guide potential clients to the next step with clarity and care. What you’ll do Answer inbound calls, texts, chats, and web leads with urgency, professionalism, and empathy Conduct intake conversations: gather facts, identify case potential, and document details accurately Build rapport quickly and confidently guide callers toward signing with our firm Follow up with leads and missed calls (speed matters) to maximize conversion Maintain clean, complete notes in our case management/CRM systems Coordinate scheduling and ensure seamless handoff to the legal team Contribute to team goals, daily tracking, and continuous improvement What success looks like Calls are answered promptly and handled with confidence and compassion Leads are contacted quickly and consistently (including follow-up sequences) High-quality intakes: accurate info, strong summaries, clean data entry Steady improvement in key metrics (conversion rate, speed-to-lead, show rate) You’re someone teammates trust—reliable, organized, and solutions-oriented Requirements What we’re looking for 1–3+ years of inside sales, intake, call center, customer service, or hospitality experience Strong phone presence: friendly, calm under pressure, and persuasive without being pushy Ability to ask structured questions while still sounding human and caring Organized and detail-oriented—documentation and follow-through are your superpowers Comfortable working toward goals and tracking performance metrics Tech-comfortable (CRMs/case management tools, Teams/Outlook, texting platforms) Bonus points if you have: Experience in a personal injury law firm, medical office, or insurance environment Spanish/English bilingual skills Familiarity with lead intake, qualification, and appointment setting Why you’ll like working here Mission-driven work that genuinely helps people Clear expectations, training, and support to set you up for success A team that values accountability, growth, and positive energy Opportunity to advance into senior intake, team lead, or operations roles Competitive pay + bonus opportunity based on performance

Responsibilities

The New Client Intake Specialist will answer inbound communications, conduct intake conversations, and guide potential clients toward signing with the firm. They will also maintain accurate documentation and follow up with leads to maximize conversion.