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Burnett Specialists
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50000
80000
YEAR
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Brittany Grumbles, MS
Senior Intake Specialist
2025-05-02
2025-09-28
Employment Type:
Direct Hire
Job Function: Legal
Job ID:: 134594
Pay Range: $50,000-80,000 / year
Job Description
Senior Intake Specialist - Personal Injury Firm
Salary: base + great commission structure
Location: Charlotte, North Carolina OR remote work for a well-qualified candidate
Strong benefits
We are seeking a highly motivated Inbound Sales Representative / Intake Specialist to serve as the first point of contact for prospective clients. This role is critical in managing the intake process with professionalism, empathy, and efficiency. The ideal candidate is experienced in client-facing roles within the legal field and excels in customer service and sales.
Key Responsibilities:
Handle all incoming calls and inquiries from potential clients (focus on personal injury and civil litigation)
Guide new clients through the intake process and ensure timely receipt of signed agreements
Conduct full intake interviews with all newly signed clients
Coordinate referrals when necessary
Support the marketing team with outreach and materials
Qualifications:
Associate’s Degree or higher; must be at least 18 years old
Previous experience in a personal injury law firm (internships or employment)
Excellent verbal and written communication skills in English; Spanish proficiency preferred
2–5 years of experience in customer service and/or sales roles
Ability to follow structured call handling procedures
Strong organizational skills, with the ability to manage follow-up systems for leads
Demonstrated critical thinking skills to assess lead qualifications
Experience using CRM software strongly preferred
Minimum 3 years of intake and retainer experience in a plaintiff-side personal injury setting
Proficient in Mac OS, Microsoft Word, and Excel
HOUGW34
We are seeking a highly motivated Inbound Sales Representative / Intake Specialist to serve as the first point of contact for prospective clients. This role is critical in managing the intake process with professionalism, empathy, and efficiency. The ideal candidate is experienced in client-facing roles within the legal field and excels in customer service and sales.
Key Responsibilities:
Handle all incoming calls and inquiries from potential clients (focus on personal injury and civil litigation)
Guide new clients through the intake process and ensure timely receipt of signed agreements
Conduct full intake interviews with all newly signed clients
Coordinate referrals when necessary
Support the marketing team with outreach and materials
Qualifications:
Associate’s Degree or higher; must be at least 18 years old
Previous experience in a personal injury law firm (internships or employment)
Excellent verbal and written communication skills in English; Spanish proficiency preferred
2–5 years of experience in customer service and/or sales roles
Ability to follow structured call handling procedures
Strong organizational skills, with the ability to manage follow-up systems for leads
Demonstrated critical thinking skills to assess lead qualifications
Experience using CRM software strongly preferred
Minimum 3 years of intake and retainer experience in a plaintiff-side personal injury setting
Proficient in Mac OS, Microsoft Word, and Excel
HOUGW34
Meet The Recruiter
Brittany Grumbles, MS
Sr. Direct-Hire Recruiter
✨ Get to Know Me
Recruiting is more than just my career—it’s my passion. I love getting to know people, hearing their stories, and helping them find opportunities where they can truly thrive.
I specialize in connecting top talent in Legal, HR, Marketing, and Administrative fields with companies that value their skills. What excites me most is the challenge of finding that perfect fit—the candidate who not only has the experience but also the drive to help a business succeed.
For me, the best part of recruiting is building relationships and celebrating those moments when the right match comes together.
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