Client Intake Specialist
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Job Location:
Monthly Salary:
Posted on:
16 hours ago
Vacancies:
1 Vacancy
Job Summary
Our rapidly growing law practice is seeking a Client Intake Specialist to join our team! Youll meet with prospective clients and empathize with them on the details of their cases as well as manage new client onboarding and data entry.
As the client-intake specialist you are the face and voice of the office and help people who are looking for our legal addition to being the first contact with the public you will support the legal teams work with clients. As a member of a premier professional team you will have the opportunity to discover new technical skills develop customer service techniques and improve your time management knowledge.
Candidates should have some real life experience which they can use to empathize with potential new clients who often come to our firm in challenging and sometimes deeply personal situations.
Excellent interpersonal and communication skills are an absolute must.
Our firm is looking to continue its banner growth and is looking for a client intake specialist with a passion for the law and helping people.
- Provide kind courteous communication while receiving visitors to our office
- Provide excellent customer service while answering screening and processing incoming calls and interviewing potential new clients
- Conducting intake interviews with clients via phone email or in person
- Gathering and accurately documenting client information and needs
- Providing information about our services programs and eligibility criteria
- Assisting clients in completing necessary forms and paperwork
- Collaborating with internal teams to ensure seamless transitions for clients
- Maintaining confidentiality and professionalism in all interactions
- Manage the calendar system to schedule and confirm appointments via phone email and text
- Review and process overall client agreements and monitor successful client onboarding for the first 30 days of representation
- Manage the intake of potential clients with attention to detail for information while providing empathetic communication skills
- Provide efficiency in other clerical receptionist duties such as filing photocopying scanning and faxing
- Assistance with general administrative support to the sales and legal production team members
- Previous customer service and administrative experience required 2 years
- Ideal candidates are professional and courteous with a positive attitude
- Excellent organizational skills with the ability to multitask and manage time appropriately
- Outstanding verbal and written communication skills
- Ability to be resourceful and proactive
- You strongly believe in teamwork and want to do your part to contribute to the teams success in meeting its mission
Compensation
$19 - $21 performance based bonuses
Required Experience:
IC
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
C.E. Borman & Associates is a family law team of attorneys and legal professionals who provide straight talk and honest advice. We’re here to support clients through the legal landmines with patience, compassion, and integrity. Our fearless leader is Texas attorney Channa Borman. She ... View more
