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Intake Specialist

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Torrance, United States Kendall Law, P.C. Full time

Kendall Law, P.C. in Torrance, CA, is seeking an Intake Specialist to join our dedicated team. As an integral part of our firm, you will be the first point of contact for our clients, providing compassionate support and guidance. Your role will involve efficiently managing inquiries, scheduling appointments, and ensuring a seamless intake process. At Kendall Law, P.C., we pride ourselves on delivering exceptional service to our clients, and as an Intake Specialist, you will play a crucial role in upholding this standard. Join us in our mission to assist individuals in navigating the legal system with care and expertise. Do Not Contact The Firm Directly. Position Is Full-Time, M-F during business hours, and located In Torrance, CA $23-$25 hourly DOE. Responsibilities: • Ensuring potential clients are warmly welcomed and received • Guiding potential clients through a screening process • Gathering information from potential clients in a clear, concise, and confidential way • Assessing potential client needs and determining the most appropriate level of service • Working with multiple departments to schedule and organize potential client appointments • Communicating clearly and effectively with potential clients, ensuring they are fully informed on their options • Carry out the initial client interview with empathy and compassion • Persistently monitor all potential new client inquiries (email, internet, phone, take notes, research cases, fax, copy) • Create spreadsheets to track referrals, clients, and other pertinent information • Update logs to reflect the status of all potential new clients at all times • Immediately contact every potential client and establish a relationship with them • Follow up with pending inquiries daily • Collaborate with Supervisor to complete the initial consultation process • Assist attorneys and Case Managers with administrative tasks related to opening new cases and maintaining databases • Follow the instructions of Management and perform accordingly • Ensure that all client retainer documents are accurate and complete the company reserves the right to add or change duties at any time Qualifications: • High school graduate required • 1-2 years of experience as a legal assistant, intake specialist, or relevant experience • Proficient in Microsoft Office Suite • Excellent written and verbal skills • Resourceful and motivated to solve issues as they arise • Ability to work independently and as a team member • Bachelor's Degree is preferred • Sales experience is preferred • Bilingual (English/Spanish) is preferred Compensation: $23-$25 hourly DOE

• Ensuring potential clients are warmly welcomed and received • Guiding potential clients through a screening process • Gathering information from potential clients in a clear, concise, and confidential way • Assessing potential client needs and determining the most appropriate level of service • Working with multiple departments to schedule and organize potential client appointments • Communicating clearly and effectively with potential clients, ensuring they are fully informed on their options • Carry out the initial client interview with empathy and compassion • Persistently monitor all potential new client inquiries (email, internet, phone, take notes, research cases, fax, copy) • Create spreadsheets to track referrals, clients, and other pertinent information • Update logs to reflect the status of all potential new clients at all times • Immediately contact every potential client and establish a relationship with them • Follow up with pending inquiries daily • Collaborate with Supervisor to complete the initial consultation process • Assist attorneys and Case Managers with administrative tasks related to opening new cases and maintaining databases • Follow the instructions of Management and perform accordingly • Ensure that all client retainer documents are accurate and complete the company reserves the right to add or change duties at any time