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.

Qualifications:

• 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.

Schedule:

• Monday – Friday
• 8:30 AM – 5:30 PM
• In-office, full-time

Compensation:

• $25- $30 hourly rate
• Opportunities for growth and advancement

Benefits:

• Health, dental, and vision insurance
• Paid holidays
• PTO
• Sick time
• 401(k) plan
• Bonus structure based on performance

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Ability to Commute:

• Beverly Hills, CA 90212 (Required)

Ability to Relocate:

• Beverly Hills, CA 90212: Relocate before starting work (Required)

Work Location: In person