Yerushalmi Law Firm – Beverly Hills, CA
Yerushalmi Law Firm is seeking an experienced and highly organized Intake Coordinator to lead our Intake Department. This full-time position plays a critical leadership role in managing the intake process, overseeing a team of 4–8 intake specialists, and ensuring the successful onboarding of new clients. If you're a team-oriented leader with excellent communication skills and the ability to drive results, we want to hear from you.
Responsibilities:
- Lead and supervise the intake department, providing daily guidance and support to a team of 4–8 intake specialists.
- Oversee and validate follow-ups on pending inquiries to ensure every potential lead is handled properly and timely.
- Conduct regular check-ins and huddles to strategize with your team, review call succession, and align on departmental goals.
- Monitor and track performance metrics, including first-call close rates, and implement strategies to improve conversion.
- Review and approve incoming cases, helping the team determine which cases should be signed and which should be referred out.
- Ensure compliance by planning and scheduling breaks and lunches based on business needs.
- Assign signed cases to case managers in a timely and organized manner to ensure seamless handoff.
Act as the first point of escalation for intake-related concerns, providing solutions and direction as needed.
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Participate in training and mentoring new intake staff.
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Qualifications:
2+ years of experience in an intake or customer service leadership role, preferably in a legal or medical setting.
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Strong organizational skills and attention to detail.
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Proven ability to manage a team and drive performance metrics.
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Excellent communication and interpersonal skills.
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Bilingual (English/Spanish) .
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Proficiency with CRM systems; experience with Filevine and Lead Docket is a plus.
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Schedule:
Monday – Friday
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8:30 AM – 5:30 PM
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In-office, full-time
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Compensation:
$25- $30 hourly rate
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Opportunities for growth and advancement
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Benefits:
Health, dental, and vision insurance
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Paid holidays
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PTO
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Sick time
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401(k) plan
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Bonus structure based on performance
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