Intake Specialist

Sales United States


Position at Jacoby & Meyers

Do you bring passion to your jobs? Do you love talking to prospective clients and generating new business? Do you thrive on earning incentive compensation for generating the business you bring in? If you do, Jacoby & Meyers has an opportunity for you!

Jacoby & Meyers is the nation's pre-eminent law firm protecting consumers since 1972. We are currently seeking a smart and determined intake specialist to join our growing team. At Jacoby & Meyers, every single employee gets to make an impact. Our values guide the way we work with each other. It's a culture where you have the freedom to experiment and push your talents as far as they can go.

Job Title: Intake Specialist
Pay Range: $20.00/hour - $25/hour Plus Bonus
Type of Position: Full Time
Location: Fully Remote

Hours: You will be assigned a 40-hour shift that may include weekends, evenings and holidays. Hours may range from:

  • M-F: 7:00am – 10:00pm Pacific Time
  • SA: 8:00am – 4:30pm Pacific Time
  • SU: 9:00am – 5:30pm Pacific Time
  • Overtime as available and with little notice

Job Description:

The role of the Intake Caller is vital to the success of Jacoby & Meyers. This role is on the front line personally speaking to people coming to us for help at a time in which they are most vulnerable and need legal assistance. “I have been injured in a car accident – how do I get to work?” “How do I get my kids to school?” That’s where you fit in.

In this role, we will train you to use your top-notch sales & customer service skills to understand their case and qualify whether it is a situation that merits the help of our firm. You will be the front-line team member who will best understand their injury and details, as well as being the first to help them. Your success is ultimately measured by your ability to turn those qualified prospective clients into signed clients. You will enjoy the ultimate measure of success in this role if you can convert 95% of qualified prospective clients into retained clients.

Core duties and responsibilities include the following. Other duties may be assigned.

  • Answer inbound calls, emails, and chats from potential clients
  • Convert 95% of qualified leads into retained clients by using your sales skills to build rapport with callers and explaining the value that Jacoby & Meyers provides to their clients
  • Earn incentive compensation in addition to a competitive base salary
  • Probe caller for the details of their injury in a courteous and efficient manner
  • Make a great and lasting impression on clients and potential clients
  • Follow-up with callers in a consistent and respectful manner
  • Update client records with accurate, thorough, and timely information & notes
  • Refer clients with non-personal injury cases to partner law firms


  • Customer service experience preferred
  • Sales experience preferred
  • Empathetic, caring and persuasive communication skills
  • Excellent written and oral skills
  • Fluency in the use of computer systems including email programs, internet usage, customer relationship management systems and proven ability to apply computer skills to new systems
  • Legal industry background preferred
  • Excellent organizational skills
  • Spanish fluency highly desirable

What We Offer:

  • Medical, Dental, and Vision Insurance
  • Pet Insurance
  • Hospital & Accident Plans
  • Company-paid Life Insurance and AD&D Coverage, Voluntary Life Insurance
  • Short-term and Long-term Disability
  • Employee Assistance and Travel Assistance Programs
  • Paid Time Off, Paid Sick Time, Paid Holidays
  • Health FSA and Dependent Care FSA
  • Accident Insurance
  • Commuter Transportation Incentive
  • Flexible Hours
  • Fully-paid parking
  • 401(k) with Company Match
  • Learning and Development Programs
  • Remote Positions

About J&M:

Jacoby & Meyers was founded in 1972 with the intention of making the legal system more accessible to the average person. Now, more than 50 years later, we continue to help people get the justice and compensation they deserve. Specializing in all types of accident claims, including automobile, motorcycle, bicycle, Uber/Lyft, or trucking accidents, slip and falls, dog bites, construction accidents and other wrongful conduct, the attorneys at Jacoby & Meyers have recovered over a billion dollars for their clients' personal injury and wrongful death claims caused by the negligence of a third party.

REQUIRED: Resume, References


Jacoby & Meyers is an Equal Opportunity Employer