Intake Services Representative
2 weeks ago
Join Our Growing Legal Team
At Safe Harbor Wills and Trusts, we are experiencing rapid growth and are looking for a dedicated full-time legal intake coordinator to contribute to our success. In this role, you will be the empathetic voice of our firm, handling incoming inquiries from potential clients during critical times, assessing their needs, and assisting our attorneys in organizing their schedules.
Your Impact
If you are motivated by the opportunity to make a meaningful difference in clients' lives, we encourage you to consider this position.
Key Responsibilities
- Schedule consultations for potential clients with our attorneys to enhance our case load and maintain accurate meeting schedules.
- Assess inquiries from prospective clients, ensuring they feel acknowledged and understood while determining their case suitability.
- Collaborate with the marketing team to develop outbound strategies and partnerships with other legal firms to attract new cases.
Qualifications
- Exceptional verbal and written communication skills with a focus on empathy.
- Experience with CRM and case management software is advantageous.
- Proficiency in Microsoft Office, particularly Excel.
- Prior experience in customer service or sales is preferred.
- Strong data entry and computer skills.
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