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Intake Specialist

MilwaukeeRemoteFull-time

AI Summary

Serves as the first point of contact for prospective and current clients, answering calls, gathering information, assessing needs, and directing callers to the appropriate resources.

About this role

Are you looking for an exciting career opportunity where you can make a difference every day? Do you enjoy helping people and providing exceptional customer service over the phone?


Gruber Law Offices, a premier personal injury law firm located in Milwaukee, is seeking a talented, empathetic, and client-focused individual to join our team as an Intake Specialist.


As an Intake Specialist, you will serve as one of the first points of contact for prospective clients, current clients, and other callers. This position plays an important role in creating a positive experience and ensuring each caller receives professional, compassionate, and helpful service.


Responsibilities

  • Answer incoming calls and gather relevant information from callers
  • Use critical thinking and sound judgment to assess information and determine the appropriate next steps
  • Transfer callers to the appropriate Firm employee or referral resource
  • Conduct outbound follow-up calls
  • Provide professional, courteous, and compassionate customer service
  • Maintain a positive and helpful experience for every caller


The ideal candidate is someone who enjoys helping others, communicates effectively, stays calm in a fast-paced environment, and can confidently assess situations and determine the appropriate course of action. Strong customer service skills, attention to detail, and the ability to multitask are essential.


Position Details

  • Location: Remote; candidate must reside in southeastern Wisconsin
  • Training: In-office training is required before transitioning to a fully remote position


As part of our hiring process, candidates will be asked to complete a pre-employment assessment: https://go.cultureindex.com/p/1a11rEJ5uk048IMbDoYf

Skills

Call HandlingCase Management SoftwareCRMCustomer ServiceData EntryOutbound Calling

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