Estate Planning Operations Manager
1 month ago
Law Mom, LLC is seeking an experienced Intake Supervisor to oversee the intake process and ensure our team delivers exceptional client service. As a key member of our team, you will coach the intake team, participate in day-to-day activities, and implement effective strategies to optimize the intake process.
Key Responsibilities:- Oversee and manage the intake team, ensuring each member provides exceptional service.
- Provide coaching and ongoing training to intake staff to help them meet and exceed performance expectations.
- Conduct performance reviews to assess staff strengths and areas for improvement based on KPIs.
- Foster a collaborative and supportive environment where intake staff feel empowered to succeed.
- Develop, track, and analyze key performance metrics to assess intake team effectiveness, client conversion rates, and overall performance.
- Collaborate with the Owner, C-Suite, and other teams to implement data-driven strategies that align with firm goals.
- Regularly report on intake performance, providing actionable insights to improve client satisfaction and increase conversion rates.
- Ensure intake processes deliver a 5-star client experience, where every client interaction leaves them feeling heard, empowered, and cared about.
- Work closely with the Welcome Coordinator and Attorneys to ensure clients have a seamless and supportive experience from their first contact with the firm.
- Implement strategies to continually improve client satisfaction, reduce delays in response times, and ensure the intake team meets client needs promptly and effectively.
- Set and monitor intake and sales goals related to lead conversion, client follow-ups, and scheduled consultations.
- Ensure intake and attorney staff meet key metrics for new client sign-ups and that all outreach efforts align with firm objectives.
- Identify opportunities to improve intake efficiency, particularly in managing follow-up calls and ensuring that prospective clients are nurtured appropriately.
- Continuously review and refine the intake process to enhance efficiency and client engagement.
- Identify and assist in areas where automation, technology, or additional training can improve intake operations and reduce bottlenecks.
- Collaborate with marketing, legal, and administrative teams to ensure that intake processes align with the firm's overall goals.
- Provide detailed reports on intake performance, conversion rates, client feedback, and other relevant metrics.
- Develop reports to monitor how intake strategies impact client sign-ups and overall business growth.
- Make data-driven recommendations to the Owner and C-Suite on potential process improvements and staffing needs.
Law Mom, LLC is a modern estate, probate, and trust administration law firm committed to providing exceptional client care. We prioritize personalized, compassionate service that leaves every client feeling heard, empowered, and cared for. Our firm operates with the highest standards of integrity, ensuring transparency and honesty in everything we do. We believe in empowering our clients through education and helping them make informed decisions about their estate planning.
How to Apply: Please send your resume and a cover letter explaining how our values align with your personal and professional philosophy. We want to know how you embody these values in your work and how you can contribute to upholding and advancing them at Law Mom.
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