Senior Client Intake Specialist

2 days ago


Phoenix, Arizona, United States The Matian Firm, APC Full time
Senior Client Intake Specialist

We are seeking a highly skilled Senior Client Intake Specialist to join our team at The Matian Firm, APC. As a key member of our staff, you will be responsible for screening potential clients, obtaining case details, and working closely with our attorneys to determine the best course of action for each case.

Key Responsibilities:
  • Screen telephone calls and email inquiries to determine the suitability of potential clients for our firm
  • Conduct thorough interviews with potential clients to gather essential information
  • Collaborate with our attorneys to complete the initial consultation process and ensure operational excellence
  • Assist with administrative tasks related to opening new cases and maintaining databases
  • Provide exceptional customer service and maintain a professional demeanor at all times
Requirements:
  • Bilingual (English/Spanish) with full proficiency REQUIRED
  • Minimum 3 years of sales experience required, customer service experience a major plus
  • Strong background with performance-based metrics
  • Case Management software experience is a major plus
  • Resourceful and motivated to solve issues as they arise
  • Proven track record to meet goals and deadlines
What We Offer:
  • Competitive compensation package including a 401(k) plan
  • Medical, dental, and vision insurance
  • Catered lunches and complimentary parking
  • Paid time off and opportunities for career development

The Matian Firm, APC is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status or genetics. We are dedicated to providing an inclusive, open, and diverse work environment.



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