Intake Manager

Position Overview

Personal Injury Law Firm looking for an Intake Manager with at least three years' experience to head up their intake department. You will be responsible for overseeing the intake process of new clients and ensuring that the process is efficient, organized, and meets the needs of both the clients and the company. You will be responsible for leading a team of intake specialists, developing and implementing intake policies and procedures, and working collaboratively with other departments to ensure seamless and effective client onboarding.

Responsibilities

• Hire and train Intake Representatives
• Prepare work schedules to ensure sufficient coverage
• Monitor Calls for Training and Quality Assurance
• Monitor and analyze intake metrics to identify areas for improvement and implement changes to increase efficiency, reduce errors, and improve client experience.
• Oversee the intake process for new clients - including fully screening intake calls, reviewing incoming client referrals, assigning cases to intake specialists, coordinating with field representatives, and ensuring timely and accurate data entry into the company's database.
• Persistently monitor all potential new client inquiries (email, internet, phone, and referrals) and ensure a quick response.
• Develop and implement policies and procedures for the intake process, including guidelines for client eligibility, assessment criteria, CRM workflow, and documentation requirements.
• Manage a team of intake specialists, providing leadership, guidance, and support to ensure high-quality service delivery and client satisfaction.
• Collaborate with other departments to ensure seamless and effective client onboarding.
• Maintain a high level of knowledge and expertise in relevant areas, including insurance requirements, legal and regulatory requirements, and industry best practices.

Job Type: Full time

Location: On-site in Woodland Hills

Benefits:

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