Intake Specialist
1 month ago
Ashcraft & Gerel, a growing multi-state personal injury law firm with a 70-year legacy, is looking for an Intake Specialist to join our highly reputable team in our Charleston, SC office.
Key Responsibilities:
- Serve as the primary point of contact for clients, demonstrating empathy, understanding, and exceptional customer service throughout the intake process.
- Conduct thorough and detailed interviews with potential clients to gather necessary information and assess the viability of their cases.
- Professionally handle inbound and outbound calls, promptly addressing inquiries and providing accurate information about the firm's services.
- Assist in organizing and managing client documentation, ensuring all relevant information is properly filed and maintained.
- Collaborate closely with attorneys and other team members to ensure seamless client transitions and effective case management.
- Continuously update and maintain the client database, ensuring accurate and up-to-date information.
- Proactively identify opportunities to enhance client experience and streamline the intake process, suggesting improvements to existing workflows and procedures.
Preferred Qualifications:
- Proven experience in a client-facing role, preferably within the legal industry or a call center.
- Excellent interpersonal and communication skills, with the ability to build rapport and effectively convey information to diverse audiences.
- Strong organizational skills, with the ability to multitask and prioritize tasks in a fast-paced environment.
- Demonstrated attention to detail and accuracy in managing documentation and data.
- Ability to maintain composure and professionalism when handling difficult or emotional conversations.
- Proficiency in using Microsoft office.
- Experience with using case management software or similar tools a plus.
- Familiarity with personal injury law and the litigation process is a plus, but not required.
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