Client Advocate Specialist
4 weeks ago
The Client Advocate serves as the first point of contact for all prospects and new clients that enter the firm. They are the person responsible for communicating initial steps to clients which include but are not limited to qualifying leads, facilitating the onboarding process, providing updates, and handing off to legal teams. They maintain client contact and ensure the client is satisfied with the overall experience.
Responsibilities
· Answer high call volume.
· Gather contact information and case details.
· Determine qualification of cases.
· Send sign-up packages.
· Relationship building with prospects and clients.
· Follow up daily on pending prospects.
· Enter case details and documents to CRM.
· Gather additional information and documentation to set up new client claims.
· Collaborate with Case Investigator to ensure claims are filed, legal teams are assigned.
· Provide expectation and timeline regarding claim initiation to clients.
· Inform clients of legal team.
· Understand the importance of deadlines and following instructions
· Cases should have accurate and complete client information gathered during the intake process
Qualifications
- Client-centric mindset
- Sales experience highly valued
- Customer service experience required
- Legal industry experience preferred
- Proficient in Microsoft Office
- Strong computer and data entry skills
- Excellent verbal communication skills
- Ability to simultaneously handle multiple tasks and projects
- Previous experience with CRM and case management software desired
Education and Experience
· Associates degree, preferred
Job Type: Full-time
Pay: $18.00 - $19.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Holidays
- Weekends as needed
Experience:
- Customer service: 1 year (Preferred)
Ability to Commute:
- Pensacola, FL 32502 (Required)
Ability to Relocate:
- Pensacola, FL 32502: Relocate before starting work (Required)
Work Location: In person
Company DescriptionThe Watson Firm is a leading law firm specializing in plaintiffs' personal injury cases. We are committed to providing exceptional legal representation to those who have been wrongfully injured. Our team is dedicated to achieving justice for our clients through diligent preparation, aggressive advocacy, and compassionate service.Company DescriptionThe Watson Firm is a leading law firm specializing in plaintiffs' personal injury cases. We are committed to providing exceptional legal representation to those who have been wrongfully injured. Our team is dedicated to achieving justice for our clients through diligent preparation, aggressive advocacy, and compassionate service.-
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