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Legal Intake Coordinator

1 month ago

Chicago, Illinois, United States Costa Ivone LLC Full time
Job Title: Legal Intake Specialist

Costa Ivone LLC is seeking a highly skilled Legal Intake Specialist to join our team. As a key member of our staff, you will be responsible for providing exceptional customer service to prospective clients and forming relationships with professionals in similar roles at other firms to provide and receive referrals as needed.

Key Responsibilities:
  • Conduct thorough interviews with prospective clients by phone and email to gather essential information about their cases.
  • Accurately notate case-relevant information and evaluate prospective clients' claims to determine whether they align with our firm's areas of practice and experience.
  • Enter client information into our Law Firm's software application and perform administrative support tasks as assigned.
  • Create follow-up tasks to assist with duties and obtain signed retainers.
Qualifications:
  • Exceptional customer service skills to ensure prospective clients feel valued and welcomed.
  • Demonstrated high level of empathy in all communications with potential clients.
  • Strong listening skills to accurately grasp the details of clients' claims.
  • Ability to conduct effective interviews during accident investigations.
  • Excellent written and oral communication skills to explain next steps clearly and draft precise client profiles.
  • Organizational skills to manage prospective client information efficiently, monitor lead statuses, and update lead information as required.
  • Ability to multitask effectively to swiftly handle multiple inquiries.
  • Proficiency in Microsoft Office, Windows operating system, and Outlook email.
  • Preference given to candidates with prior experience in a similar position.