Intake Specialist
2 days ago
We are seeking a highly skilled Intake Specialist to join our team at The Colwell Law Group. As a key member of our client relations department, you will play a critical role in ensuring potential clients receive exceptional service and support throughout the initial consultation process.
Key Responsibilities- Client Intake: Respond promptly and professionally to inbound inquiries via phone, email, and web forms. Collect essential client information, including case details, and accurately enter it into our CRM system.
- Sales & Lead Conversion: Utilize consultative sales techniques to convert qualified leads into scheduled consultations and achieve a high show rate for consultations. Proactively follow up with leads to ensure a high conversion rate.
- Appointment Scheduling: Schedule consultations based on client needs and CRM availability. Coordinate follow-ups and ensure potential clients receive necessary communication.
- 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.
- A self-starter with a goal-driven mindset.
We offer a competitive hourly wage of $20.43 - $23.25 per hour, depending on experience. Additionally, we provide a comprehensive benefits package, including medical coverage, 401(k) retirement plan, life insurance, and paid time off.
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Intake Specialist Professional
16 hours ago
Rochester, New York, United States The Colwell Law Group Full timeThe Client Intake Specialist will serve as the first point of contact for prospective clients, fielding inbound calls, emails, and web forms, and effectively guiding them through the intake process. This involves gathering critical information, assessing client needs, qualifying leads, and facilitating appointments with the appropriate CRM.
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Rochester, New York, United States The Colwell Law Group Full timeRole OverviewThis is a full-time position at The Colwell Law Group in Rochester, NY. We're seeking an experienced Legal Intake Specialist to join our team.
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Sales Intake Coordinator
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