Intake Specialist

3 months ago


Las Vegas, United States Richard Harris Law Firm Full time

The Intake Specialist is a critical role; you will be the first impression of the firm to potential clients and play a vital role in providing our clients with excellent service. The position entails answering calls and meeting with prospective clients to gather pertinent details, laying the foundation of their case. A successful Intake Specialist is comfortable asking challenging questions while displaying high levels of patience, common sense, and customer service.

Essential Functions:

  • Answers telephone in a polite and professional manner.
  • Accepts a broad range of customer service calls and assesses the information to make informed decisions for conversion.
  • Listen and identify products of service to be offered. Transfer calls as needed.
  • Enters information into the case management software.
  • Schedules office appointments for clients and notifies departments or locations.
  • Makes recommendations for other case types that may benefit the current or potential client.
  • Other duties as assigned.

Qualifications:

  • High School diploma or equivalent required.
  • Prior customer service or call center experience is a plus.
  • Ability to type 40-50 words per minute.
  • Reliable and dependable in performing job-related tasks, finishing assigned projects, meeting deadlines, and appointments.
  • Strong organizational and attention to detail skills.
  • Excellent verbal and written communication skills.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) and other relevant software.
  • Ability to work effectively both independently and as part of a team.

Physical Demands and Work Environment:

  • Occasionally/Frequently/Continually required to stand, walk, and sit.
  • Occasionally/Frequently/Continually required to lift/push/carry items less than 10 pounds/ up to 25 pounds.

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