Intake Specialist

1 month ago

Myrtle Beach, United States Lovely Law Firm Inc. Full time
Job DescriptionJob DescriptionDescription:

Our rapidly-growing law practice is seeking a full-time legal intake specialist to join our team You’ll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service and sales experience, great communication skills, and a passion for helping others, apply today


Responsibilities (including, but not limited to):

  • Upholds client and firm confidentiality.
  • Ensures compliance with the firm's Intake Standard Operating Procedures.
  • Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base
  • Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood.
  • Follows up with After-Hours and Weekend Hotlines.
  • Organizes paperwork and perform data entry in our case management system to streamline new client onboarding and current client files
  • Refers cases not meeting firm criteria to referral attorneys.
  • Compiles new client packets and other administrative mailers.
  • Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
  • Maintains utmost professional standards towards the Firm and its clients.
  • Conduct various tasks around the office such as managing spreadsheets, writing emails, faxing and copying, and transcribing notes to make sure all processes run smoothly
  • Demonstrates a willingness to take on new tasks with a general attitude that no task is too small, impossible, or cannot be improved


Requirements:
  • SALES EXPERIENCE IS REQUIRED
  • Previous legal experience is highly valued.
  • Previous experience with CRM and case management software is preferred.
  • Strong customer service skills, including compassion and empathy.
  • Active listening, critical thinking, and analytical skills.
  • Effective problem-solving abilities.
  • Excellent written and verbal communication skills and organizational abilities.
  • Ability to develop trust with clients and associated team members.
  • Solid knowledge of Microsoft Word and Excel.
  • Professional demeanor and appearance.
  • Strong personal focus on meeting or exceeding individual, department, and Firm expectations.
  • Ability to work effectively within a team-oriented work environment.
  • Ability to work independently and efficiently; prioritize tasks.


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