Law Firm Intake Coordinator

3 weeks ago


Coral Gables, Florida, United States Jacqueline Salcines PA Full time
Job Title: Intake Specialist For Law Firm

About the Role

We are seeking a highly skilled Intake Specialist to join our team at Jacqueline Salcines PA. As an Intake Specialist, you will be responsible for supervising new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently.

Key Responsibilities


  • Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner
  • Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases
  • Set appointments for potential clients that meet our criteria to keep our lawyers' schedules organized and grow our caseload


Requirements


  • Excellent and empathetic verbal and written communication skills required
  • CRM and case management software experience a plus
  • Firm knowledge of spreadsheet and data management, as well as computer skills
  • Previous customer service or sales experience preferred
  • High school diploma or equivalent required; Bachelor's degree preferred
  • Skilled with Microsoft Office, especially Microsoft Excel
  • Background in the legal industry preferred


About Us

We are a boutique law firm in Coral Gables experiencing exponential growth and looking for new team members to support our already excellent team. Celebrating 25 years in practice, we pride ourselves on excellent customer service to the community as well as empathy and compassion to the client. By joining our team you are making a commitment to honor our core values. Our firm offers a competitive salary, benefits, and partner opportunity.

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