Legal Client Intake Coordinator
1 week ago
Vayman & Teitelbaum P.C. is in search of a dedicated full-time Legal Client Intake Coordinator to enhance our thriving law practice. In this role, you will engage with potential clients, demonstrating empathy as you gather essential information regarding their cases. Your responsibilities will include managing the onboarding process for new clients, ensuring accurate data entry, and assisting our attorneys in scheduling and managing their appointments.
We are committed to providing you with the necessary training and resources to excel within our close-knit and passionate legal team.
If you possess a background in customer service, exceptional communication abilities, and a genuine desire to assist others, we encourage you to consider this opportunity. Your performance will be evaluated based on measurable outcomes, with a bonus structure linked to the number of appointments successfully scheduled. The more effort you invest, the greater your potential rewards.
Key Responsibilities:
- Assess the needs of potential clients efficiently.
- Navigate calls effectively while following established workflows.
- Schedule appointments for clients that align with our criteria, helping to maintain organized schedules for our attorneys and expand our caseload.
- Evaluate potential clients to ensure a suitable match with our practice, while actively listening and responding with empathy during all interactions.
- Gather necessary documentation and input data into our case management system to facilitate a seamless onboarding experience for new clients and maintain organized case files.
Qualifications:
- Proficient in computer usage and data entry.
- High school diploma or equivalent required; Bachelor's degree preferred.
- Exceptional communication skills coupled with a strong sense of empathy.
- Previous experience in a legal environment is highly regarded.
- Familiarity with Microsoft Office, particularly Excel, is essential.
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