About Job
Benefits:
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:
2+ years of experience in an intake or customer service leadership role, preferably in a legal or medical setting.
Monday – Friday
$25- $30 hourly rate
Health, dental, and vision insurance
- 401(k)
- Bonus based on performance
- Company parties
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
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. - Participate in training and mentoring new intake staff.
2+ years of experience in an intake or customer service leadership role, preferably in a legal or medical setting.
- Strong organizational skills and attention to detail.
- Proven ability to manage a team and drive performance metrics.
- Excellent communication and interpersonal skills.
- Bilingual (English/Spanish) .
- Proficiency with CRM systems; experience with Filevine and Lead Docket is a plus.
Monday – Friday
- 8:30 AM – 5:30 PM
- In-office, full-time
$25- $30 hourly rate
- Opportunities for growth and advancement
Health, dental, and vision insurance
- Paid holidays
- PTO
- Sick time
- 401(k) plan
- Bonus structure based on performance
Sign up for job alertsGet daily alerts for jobs relevant to you, sent to your inbox