Client Services Representative
3 weeks ago
Duties/Responsibilities:
- Answers and responds to all inbound communication promptly.
- Identifies callers and transfers calls to appropriate staff.
- Records initial statements from potential new clients and assesses if their case relates to a motor vehicle accident and personal injury.
- Document notes for each call/walk-in into the Case Management Software (Filevine).
- Follows up with potential new clients.
- Confirms and creates profiles for clients in the Case Management Software (Filevine).
- Welcome guests in a warm and friendly manner answer any questions the guest may have or escalate if needed.
- Update calendars and schedule conference room reservations.
- Maintain reception area and all common areas in a clean and tidy manner at all times.
- Receive deliveries; document, notify, and distribute mail or packages to appropriate staff.
- Identifies guests or callers, then follows procedures notifying appropriate staff.
Required Skills/Abilities:
- Excellent communication and customer service skills.
- Excellent organizational skills and attention to detail.
- Ability to follow and retain procedures with a high level of accuracy.
- Ability to perform in a fast-paced environment.
- Ability to multitask and prioritize tasks.
- Exhibits professional attitude and appearance.
- Bilingual preferred.
Education & Experience:
- Experience using office equipment such as computers, phones, and printers.
- Experience in a call center and/or reception preferred.
- Experience in the legal field or related field preferred.
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