Client Intake Specialist
Client Services Representative
Description
Are you a dynamic, motivated, and compassionate sales or service professional who wants to make a real impact on people's lives? Are you interested in part-time work on a collaborative team, with base + incentive compensation? Then please apply!
Client Intake Specialists speak with potential new clients (PNCs) over the telephone, establishing and maintaining a true human connection with each person. Client Intake Specialists work with PNCs to find clarity about their situation, educate them about their legal options and costs, and help them make the best decision for their future. This position is the first step in making sure that a client is a good fit for our firm and, if so, ensures that their experience is of high and consistent quality from the very start.
Responsibilities
• Use company guidelines, scripts and procedures to speak with PNCs, collect and document their information, provide excellent customer service, and discuss our fees and hiring process
• Stay informed and respectful of bar rules of ethics and professionalism, with special emphasis on the definition of providing legal services
• Keep detailed notes in CRM documenting all communication with the PNC both before, during, and after contact
• Facilitate a professional introduction ("hand-off") to the legal team (next step of sales process) and finance team for every new client
Qualifications
$46
Are you a dynamic, motivated, and compassionate sales or service professional who wants to make a real impact on people's lives? Are you interested in part-time work on a collaborative team, with base + incentive compensation? Then please apply!
Client Intake Specialists speak with potential new clients (PNCs) over the telephone, establishing and maintaining a true human connection with each person. Client Intake Specialists work with PNCs to find clarity about their situation, educate them about their legal options and costs, and help them make the best decision for their future. This position is the first step in making sure that a client is a good fit for our firm and, if so, ensures that their experience is of high and consistent quality from the very start.
Responsibilities
• Use company guidelines, scripts and procedures to speak with PNCs, collect and document their information, provide excellent customer service, and discuss our fees and hiring process
• Stay informed and respectful of bar rules of ethics and professionalism, with special emphasis on the definition of providing legal services
• Keep detailed notes in CRM documenting all communication with the PNC both before, during, and after contact
• Facilitate a professional introduction ("hand-off") to the legal team (next step of sales process) and finance team for every new client
Qualifications
$46