Job Description
Job Description
About the Person: Are you a detailed, fast-paced multitasker, fast on your feet, and have been told you have the gift of gab? If so, we hope you’ll apply. We are seeking an intake specialist to join our team. As the intake specialist, you’ll play a critical role in our firm as the first point of contact for a potential client, where it’s your job to be an active listener while assessing and qualifying prospect cases and ensuring seamless transitions from first contact to attorney consultation.
Ideal Candidates:
- Experience in customer service
- Have excellent communication skills
- Take pride in continuing to help improve our processes
- And have a nice blend of empathy with the ability to set emotions aside, understanding that clients are currently experiencing one of the hardest moments in their lives
Compensation:
$55,000+ yearly
Responsibilities:
- Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files
- Take charge of various office tasks such as email correspondence, document management, data organization, and research to make sure our firm is running at peak efficiency
- Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood
- Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
- Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases
Qualifications:
- Possesses outstanding communication skills and sense of empathy
- Familiarity with case management and CRM systems a bonus
- Sales or customer service experience highly valued
- Proficiency with Microsoft Office products, especially Microsoft Excel
- Solid data entry, spreadsheet management, and computer skills
About Company
What We Offer:
We are a boutique family law firm offering clients the highest quality of legal services. Some of the benefits we offer to our full-time employees include:
- Energetic vibe, unlike your traditional law firm culture
- Paid time off
- 401(k) matching
- Profit sharing
- Group health care benefits
- A growth-oriented firm culture that values results, empathy, and continuous learning
- Competitive base pay and commission plan
- Opportunities for career advancement