Job Description
The Law Office of Bryan Fagan is a family law /estate planning & probate/criminal law firm, with (5) offices in the Houston area. (1) office in Austin, Dallas, and San Antonio, and more on the way! Due to growth, we are seeking an experienced and motivated Lead Intake Specialist to join our dynamic team. The Intake Lead is responsible for overseeing the day-to-day operations of the Intake Department, ensuring a seamless client intake process. This role requires exceptional organizational skills, the ability to guide a team, and proficiency in communication to maintain a high standard of client service. The Intake Sales Lead will serve as a key liaison between potential clients and the law firm, ensuring that inquiries are handled efficiently.
We recognize that diverse experiences, perspectives and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated and deeply valued.
Our Outstanding Company Culture:
Earn more with competitive pay AND performance-based incentives!
We provide ongoing training to support growth and development.
We work smart & and play hard! We LOVE to celebrate and have fun!
Enjoy a business casual dress code.
Requirements
Experience:
- Minimum 3+ years of experience in a legal client intake or similar customer service role, with at least 2 years in leadership or supervisory capacity.
- Experience in a legal environment, preferably in a law firm, is highly desirable.
Education: HS Diploma/GED and equivalent experience. Bachelor's degree is preferred.
We recognize that diverse experiences, perspectives and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated and deeply valued.
Key Responsibilities:
Team Leadership and oversight.
Client intake process management.
Case screening and qualification.
Data management and reporting:
Training and supporting the team development.
Ensuring compliance and quality control.
Client relationship management.
Collaboration and cross-departmental support.
Benefits
We offer affordable benefits: medical, dental, vision, 401K (with a 5% company match,) and short/long term life insurance!
Qualification
High School or equivalent
Key skill Required
- Customer Service
- Sales
- Client Intake
- Client Relationship Management
- Collaboration
- Communication
- Compliance
- Criminal Law
- Data Management
- Development
- Estate Planning
- Family Law
- Insurance
- Leadership
- Life Insurance
- Management
- Organizational Skills
- Process Management
- Quality Control
- Reporting
- Screening
- Team Development
- Team Leadership
- Term Life Insurance
- Training
