Client Intake Specialist (Sales)
Client Services Representative
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?
Position Summary
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.
What You'll Do
Education and Experience
Skills and Abilities
What We Offer
About Us
Reynolds Defense Firm is the largest DUII defense firm in the Pacific Northwest. Our passion is helping clients create success stories in the courtroom and in life. We say we care about people, and we mean it - for both our clients and our employees. Having a strong sense of community within our workplace is essential. That is why nurturing our culture is just as important to us as the work that we do.
We've been voted the Best DUI Firm in the Pacific Northwest, Best of Willamette Valley, and Best of Rose City (Portland, OR) several years running. With a unique brand, stellar courthouse reputation, and an incredible group of employees, our firm is dynamic and genuine in pursuing our mission with excellence.
Reynolds Defense Firm is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, disability, or veteran status.
Position Summary
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.
What You'll Do
- 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
- Other related duties as required and assigned
Education and Experience
- High school diploma required; AA/BA/BS preferred
- Minimum of three (3) years customer service or sales experience
- Experience with CRM software preferred
- Previous legal experience and familiarity with terminology a plus; experience with or exposure to a DUI case can be helpful
- Spanish fluency preferred
Skills and Abilities
- Confident, articulate, diplomatic; yet willing to speak frankly to the PNC when needed, with high emotional intelligence
- Have a passion for helping others and the ability to convey compassion and empathy
- Be highly professional, personable, friendly, and respectful to potential clients; understand the art of building a relationship
- Learn Oregon's DUI and traffic laws, police investigations, Oregon's court systems, and conviction/sentencing consequences (training provided)
- Ability to be flexible, make decisions, and problem-solve under stress
- Self-Starter with strong multitasking skills
- Excellent written and verbal business communication skills
- Strong organizational skills and attention to detail; experience with detailed data entry
- Commitment to high professional ethical standards and to maintaining confidentiality of client information
- Intermediate to Advanced proficiency with Microsoft Office Suite and ability to learn new software quickly
What We Offer
- Hourly base + Bonus compensation
- 50% employer-paid medical, dental, vision insurance for part-time employees; $50k Life Insurance
- 401(k) with 3% employer contribution after 1 year
- Employee Assistance Program
- Work-from-home day after 90 days, second day after 180
- Work-life balance and an upbeat, team-first culture
About Us
Reynolds Defense Firm is the largest DUII defense firm in the Pacific Northwest. Our passion is helping clients create success stories in the courtroom and in life. We say we care about people, and we mean it - for both our clients and our employees. Having a strong sense of community within our workplace is essential. That is why nurturing our culture is just as important to us as the work that we do.
We've been voted the Best DUI Firm in the Pacific Northwest, Best of Willamette Valley, and Best of Rose City (Portland, OR) several years running. With a unique brand, stellar courthouse reputation, and an incredible group of employees, our firm is dynamic and genuine in pursuing our mission with excellence.
Reynolds Defense Firm is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, disability, or veteran status.