Intake

Provide the best service to all our potential clients exploring all possible options to successfully schedule appointments that are accurate high-quality and profitable in order to achieve the completion of the activities and goals assigned to the position.

Main Responsibilities:

• Make outbound calls.
  

• Attend inbound calls.
  

• Schedule appointments for the consultants.
  

• Confirm scheduled appointments.
  

• Prequalification of prospective non-clients (PNC).
  

• Lead processing.
  

• Follow-up with PNC.
  

• Send contact emails.
  

• Capture information in the corresponding platforms (Lawmatics Drives Doctos).
  

• Manage direct institutional communication channels (Slack Gmail).
  

• Continuously train on topics assigned by the firm.
  

• Support in prequalification call management inquiries and other tasks for new staff.
  

• Train new staff.
  

• Develop training materials for the team.
  

• Deliver training to the team.
  

• Support compliance and monitoring of the teams performance metrics.
  

• Identify areas of opportunity.
  

• Assist in developing action plans to follow up on areas of opportunity.
  

Requirements

Requirements for the position:

• Minimum education: High school diploma completed
  

• Work experience: 6 months in customer service and/or telephone advising
  

• Tenure at the firm: Minimum 9 months
  

• Specific knowledge: Microsoft Office suite Google apps Computer skills
  

• Technical skills: Spelling and writing reading comprehension
  

• Soft skills: Initiative good verbal skills effective communication self-management proactivity sense of responsibility
  

• Languages: English B2 level
  

Benefits

• Competitive salary
  

• Opportunity for professional development in a dynamic legal environment
  

• Continuous training
  

• Collaborative and client-focused work environment