Intake Agent (Call Center Agent)

As an Intake Agent at the award-winning Wilhite Law Firm, you will play a critical role in ensuring the smooth and efficient handling of client cases from the time the phone rings to completing the intake process.

You will be responsible for gathering essential confidential client information, coordinating with internal staff, and communicating cross-functionally to ensure all information and documentation is received and complete.

Additionally, you will uphold our commitment to providing exceptional service and maintaining high standards of quality and accuracy in all aspects of your work.

· Answer incoming calls, gather client and insurance information to ensure completeness

· Enter client information accurately into the case management system

· Contact all insurance carriers, enter claim information into the Insurance Tab, establish auto/health claims, and send out letters of representation as needed

· Maintain confidentiality of client information and adhere to privacy laws and regulations

· Demonstrate effective verbal, written, and non-verbal communication skills to ensure clear and concise interactions with clients, staff, and external parties.

· Create a consistent and exceptional experience for clients and internal stakeholders, elevating the overall perception of the firm.

Experience
· Strong communication skills, both verbal and written, in English and Spanish preferred

· Previous experience in a legal intake role or Call Center as a provider of customer service preferred.

· Proficient in data entry and able to accurately input information into computer systems

· Familiarity with personal injury terminology

· Ability to analyze situations and provide appropriate solutions or escalate issues as needed

This is an excellent opportunity for individuals who are fluent in both English and Spanish, have strong customer service skills, and are interested in working in a legal office setting. The successful candidate will have the opportunity to work with a diverse client population and make a positive impact on their experience.

Job Type: Full-time

Pay: $19.00 - $25.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person