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Intake Manager

Company: Thomas J. Henry Injury Attorneys
Location: Corpus Christi
Posted on: March 24, 2020

Job Description:

The PNC Manager will manage multiple aspects associated with the client intake process for the law firm. This position will enforce the law firm's system for screening potential new clients for legal services and routing PNCs to the appropriate departments. This position will often be the first line of contact for potential new clients.

Essential Functions


  • Review of all potential new clients/ matters
  • Track and monitor all PNC calls daily
  • Potential new matter evaluation: disposition authority to sign, decline, further evaluate, and escalate serious cases for review
  • Compliance review to include clients designated for signup; attorney assigned to the signup, resolution of signup, department to which the client becomes assigned.
  • Client meetings and manage escalated PNC issue resolution (calls/in-person)
  • Manage overflow of on-call; in-office/after-hours potential new matters
  • Management meeting review to include weekly review PowerPoint generation, dashboard review, and report analysis
  • Developing and leading legal strategy to promote and protect the company's matters
  • Developing and leading internal audit and compliance for PNC processes
  • Participating in the formulation of general management policy as a member of the executive management team
  • Weekly forecasting
  • Ensure 100% compliance on grade cards
  • Ensure ethical and legal obligations
  • Additional projects, as assigned.

    Competencies

    • Possess strong initiative
    • Excellent management and leadership skills
    • Strong business acumen
    • Detail-oriented
    • Effective communication and delegation
    • Customer service
    • Emotional intelligence
    • High energy motivator
    • Sales / ability to relate the unique features and benefits of the law firm
    • Identify, train, develop and retain talent
    • Multi-tasking, time management, and the ability to organize and prioritize work
    • Must have the ability to motivate and energize attorneys under his/her supervision to generate the best results for clients and organization.
    • Must be approachable and have the ability to communicate with employees with professionalism.
    • Bilingual (Spanish a plus)

      Preferred Education and Experience

      • JD; must be licensed in Texas and in good standing
      • Must have graduated in the top 30% of the candidate's law school class;
      • MBA preferred; or undergraduate business degree with strong business background
      • 5+ Years Personal Injury experience
      • Must have strong commitment to client service
      • Previous litigation experience with trial experience preferred
      • Previous management experience
      • Excellent writing skills
      • Working on cross-functional teams
      • Previous customer service/sales experience preferred with after-hours on call experience
      • Must have valid TX driver license and good driving record

Keywords: Thomas J. Henry Injury Attorneys, Corpus Christi , Intake Manager, Executive , Corpus Christi, Texas

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