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Intake Services Associate

2 months ago

Syracuse, New York, United States safeharborwillsandtrusts Full time


At Safe Harbor Wills and Trusts, we are experiencing rapid growth and are in search of a dedicated full-time legal intake coordinator to join our team. In this role, you will be the empathetic voice of our firm, managing incoming calls from potential clients during their critical moments, assessing their needs, and assisting our attorneys in organizing their appointments.

If you are passionate about making a meaningful difference in the lives of clients, we encourage you to consider this opportunity.

Key Responsibilities

  • Schedule consultations for potential clients with our attorneys to enhance our caseload and maintain accurate meeting calendars.
  • Assess inquiries and phone calls from prospective clients, ensuring they feel acknowledged and understood while determining their case suitability.
  • Collaborate with the marketing team to develop outbound sales strategies and establish partnerships with other legal firms to attract new cases.

Required Qualifications

  • Exceptional verbal and written communication skills with a strong sense of empathy.
  • Experience with CRM and case management software is advantageous.
  • Proficient in Microsoft Office, particularly Excel.
  • Previous experience in customer service or sales is preferred.
  • Strong data entry and computer skills are essential.