Legal Intake Specialist

6 days ago

Garden City, United States JOSEPH LAW GROUP PC Full time

DescriptionAre you poised, confident, kind, patient, and assertive? Do you possess emotional intelligence and the ability to connect with people navigating major life disruptions? Do you have experience in reception, customer service, and/or sales?Our matrimonial law firm is seeking a concierge Legal Intake Specialist dedicated to providing an exceptional client experience for both current and prospective clients while playing a vital role in retaining new clients.Joseph Law Group, P.C. has been delivering exceptional client service on Long Island for almost thirty years with a proven track record for strong, fair results. The firm caters to a wide clientele, including business owners, doctors, lawyers and other professionals, civil servants, W-2 wage earners, executives and members of the finance industry, homemakers, people with a modest net worth, and ultra-high-net-worth individuals.We take pride in our concierge approach, tailoring representation to each individual situation.ResponsibilitiesCore Responsibilities:•Provide concierge client experience to potential new clients•Handle interactions with empathy and authority•Pre-qualify potential new clients to determine if they are a good fit for the firm•Pre-sell qualified clients and facilitate a smooth transition to attorney consultations•Utilize our phone systems to ensure a seamless client experience•Meet expected monthly performance metrics for appointments set with attorneys•Monthly data management and reporting•Provide clerical support to the operations team as neededQualificationsSkills Needed:•A minimum of two years of experience in a reception or customer service role.•At least 1 year of sales experience is preferred.•Critical thinking skills.•Pro-active, results-oriented mindset.•Flexibility, optimism, and empathy towards individuals dealing with matrimonial issues.•Confidence to be kindly assertive with clients when necessary.•Reliability and responsibility in all tasks.•Technical Proficiency: familiarity with Microsoft Office and Clio a plus.

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