Outbound Claims Specialist
Outbound Claims Specialist
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1-3years
150 - 150
1 Vacancy
Job Description
- Make outbound calls to potential clients who have expressed interest in legal services or may benefit from our assistance.
- Qualify leads by gathering necessary information about their case or legal needs.
- Clearly communicate the value of our legal services and answer basic inquiries.
- Schedule appointments or consultations with our attorneys.
- Maintain detailed and accurate records of all interactions in the CRM system.
- Follow up with prospects who have shown interest but have not yet scheduled an appointment.
- Collaborate with the marketing team to align on outreach strategies and messaging.
- Meet or exceed weekly and monthly performance targets for calls and appointments set.
Requirements
- Experience in Outbound Calling or Sales:
1 3 years of experience in a call center legal intake sales or client outreach role preferably in a legal or service-based industry.
Strong Communication Skills:
Excellent verbal communication and active listening skills.
Ability to explain legal services clearly and professionally to a non-legal audience.
Client-Centered Approach:
Empathetic and patient demeanor with a focus on understanding client needs.
Ability to build trust quickly and establish rapport over the phone.
Organizational and Time Management Skills:
Comfortable managing a high volume of outbound calls and follow-ups.
Strong attention to detail in record-keeping and case intake.
Technical Proficiency:
Experience using CRM systems (e.g. Salesforce Clio HubSpot) to track and update client interactions.
Proficient in Microsoft Office or Google Workspace tools.
Results-Driven:
Proven ability to meet or exceed performance targets including appointment setting and lead conversion rates.
Team Collaboration:
Ability to work closely with legal and marketing teams to align on goals messaging and client qualification standards.
Legal or Claims Industry Knowledge (Preferred):
Familiarity with legal terminology or experience in a law firm legal intake or insurance claims environment is a plus.
Strong customer service knowledge with advanced English and Spanish proficiency (both spoken and written) Proven experience in an outbound sales, telemarketing, or appointment-setting role. Excellent verbal and written communication skills. Strong interpersonal skills and the ability to build rapport quickly. Ability to handle objections and remain professional under pressure. Detail-oriented with strong organizational skills. Experience using CRM systems or sales software. Self-motivated with the ability to work independently and as part of a team.
Education
Senior High Graduate
Employment Type
Full Time
