Intake Specialist Professional

3 weeks ago


Rochester, New York, United States The Colwell Law Group Full time

The 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.


  • Intake Specialist

    3 weeks ago


    Rochester, New York, United States The Colwell Law Group Full time

    About the RoleWe 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 ResponsibilitiesClient Intake: Respond promptly and...


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