Front Office Client Services Representative
3 days ago
The Colwell Law Group is seeking a highly skilled and compassionate Front Office Client Services Representative to join our team. As a key member of our client intake process, you will play a critical role in ensuring prospective clients receive exceptional service and guidance throughout their initial consultation.
About the RoleThis full-time position offers a competitive hourly wage of $21.08-$24.29. As a Front Office Client Services Representative, your primary responsibilities will include:
Key Responsibilities- Client Intake & Qualification:
- Respond promptly and professionally to inbound inquiries via phone, email, and web forms.
- Collect essential client information and accurately enter it into our CRM system.
- Pre-screen potential clients to determine if their legal needs align with our firm's practice areas and jurisdictions.
- Explain our services, pricing, and processes to prospective clients.
- Sales & Lead Conversion:
- Use consultative sales techniques to convert qualified leads into scheduled consultations.
- Proactively follow up with leads to ensure a high conversion rate.
- Track and manage leads through each stage of the sales funnel.
- Appointment Scheduling:
- Schedule consultations based on client needs and CRM availability.
- Coordinate follow-ups and ensure potential clients receive necessary communication.
- Customer Service:
- Provide exceptional customer service by addressing any concerns and answering client questions.
- Administrative Duties:
- Maintain accurate and up-to-date records of all client interactions in our database.
- Generate daily, weekly, and monthly reports on lead activity, show, and conversion rates.
To succeed in this role, you will need:
- Proven experience in a sales, customer service, or client intake role, preferably within a legal setting.
- Strong communication and interpersonal skills.
- Familiarity with legal services terminology or prior experience working in a law firm is a plus.
- Ability to multitask, prioritize, and manage time efficiently.
- Proficient in CRM software, case management systems, and Microsoft Office Suite.
- Strong attention to detail and organizational skills.
- Ability to handle sensitive and confidential information with discretion.
We offer a comprehensive benefits package, including:
- 401(k) retirement plan with a 4% matching contribution.
- Medical coverage with a national network and the firm pays for 75% of the employee cost.
- Company-paid $50,000 life insurance policy.
- Dental, vision/Rx, pet, Aflac, and life insurance policy options.
- Paid time off: 10 days of vacation, 7 days of personal, and 8 paid holidays.
- Collaborative management philosophy.
- Professional, respectful, and diverse work culture.
As a Front Office Client Services Representative at The Colwell Law Group, you will have the opportunity to make a meaningful impact on the lives of our clients while growing your career in a dynamic and supportive environment.
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