Senior Client Intake Manager
5 days ago
We are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. This role requires a strong customer service background and the ability to screen potential client calls. The successful candidate will oversee and ensure the operational excellence of an Intake team that handles a large volume of incoming client calls.
Key Responsibilities:- Directly oversee an Intake team and carry out supervisory responsibilities.
- Review and assign new business intake.
- Screen telephone calls before scheduling an attorney-client consultation.
- Persistently monitor all potential new client inquiries (email, internet, phone, and referrals).
- Immediately contact every potential client and establish a relationship with the client.
- Follow up with pending inquiries.
- Update logs and reporting systems to reflect the status of all potential new clients.
- Conduct potential new client interviews with genuine empathy and compassion.
- Schedule appointments for potential clients.
- Take accurate notes during the attorney-client initial consultation.
- Collaborate with our attorneys to complete the initial consultation process.
- Assist attorneys with administrative tasks related to opening new cases and maintaining databases.
- Follow instructions from the supervising attorney and perform accordingly.
- Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets (can maintain complex spreadsheets).
- Are bilingual (English/Spanish) with full proficiency.
- 2+ years of experience in Management.
- 3+ years of experience in Immigration Law (PREFERRED BUT NOT REQUIRED).
- 2-3 years of customer service and/or sales experience.
- Strong background with performance-based metrics.
- Case Management software experience is a major plus.
- Resourceful and motivated to solve issues as they arise.
- Customer service attitude.
- SALES MANAGERS ENCOURAGED TO APPLY WITH NO LEGAL BACKGROUND.
We offer a competitive salary of $65,000.00 to $70,000.00 per year, benefits (medical, dental, and vision insurance), paid parking, paid time off, and more. If you have a passion for the legal field and a desire to practice within an organization with lots of room for growth, we encourage you to apply.
The Matian Firm, APC is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status, or genetics. We are dedicated to providing an inclusive, open, and diverse work environment.
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