Client Intake & Onboarding Specialist

Job Description

Vaughan & Vaughan Intake Specialist – Carmel, IN or Lafayette, IN

About the Firm:

Vaughan & Vaughan has been representing Indiana residents since 1913 in personal injury litigation. Their attorneys have decades of experience helping victims of personal injuries, car accidents, and wrongful death. Representing each client is a unique privilege. In each and every instance they go above and beyond the status quo to deliver the best settlements and verdicts for clients. Vaughan & Vaughan's record of success includes many different multi-million dollar cases through settlement or trial. The firm's lead, Charles V. Vaughan, is recognized as one of the best, most highly experienced attorneys in the Midwest.

Role Summary:

Our legal intake and onboarding specialist will evaluate prospective client inquiries and phone calls, analyze whether their potential case will best fit our firm or another, and most importantly let them know they are seen, heard, and important. Each caller is far more than a number at Vaughan & Vaughan. You will set appointments for potential clients, connect potential clients with our lawyers when required, and help to keep our lawyers' schedules organized while growing our caseload. You will also contribute to the early stages of new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently. The extent of your contributions down the lifecycle of a case will vary depending on intake demands. You will also help with law firm partnerships to help bring in new cases as well as track outbound referrals.

You will provide a broad spectrum of legal services under the supervision of an attorney, and with your team. We want people who understand the importance of positive team culture, support their teams, and strive to grow within the firm.

What will make you successful:

Minimum of 3 years experience in an administrative role

Personal injury law experience is a plus

Excellent research and analytical skills

Strong organization and attention to detail

Effective interpersonal, communication and collaboration skills

Desire to care and serve clients with a strong sense of humility and desire to help

A strong passion for client communication with a desire to fulfill occasional legal assistant duties

Your most important attribute is your ability to connect with and communicate with potential clients in some of their most trying times. The way you treat people, communicate with them, and care about them is everything to this position.

Full-time