Business and Operations Specialist

1 week ago


Conroe, Texas, United States Savvy HR Partner Full time
Job Summary

Savvy HR Partner is a specialized recruitment firm dedicated to connecting employers with exceptional talent. Our mission is to revolutionize the hiring process, ensuring organizations find not just good employees, but their next game-changers.


About Justice By Carter Law Firm

Justice By Carter Law Firm is dedicated to delivering high-quality legal services to clients while maintaining a commitment to justice, integrity, and excellence. Our firm values professionalism, client-centered service, and a team-oriented environment.


Position Overview

We are seeking a detail-oriented and organized Intake Specialist to join our team. The ideal candidate will have excellent communication skills, be highly organized, and have a strong ability to empathize with clients who may be experiencing stressful situations.


Key Responsibilities

  • Provide exceptional customer service by handling inbound calls, emails, and other forms of communication with empathy and professionalism.
  • Conduct initial client screenings to assess case viability, gather relevant information, and determine eligibility for legal services.
  • Accurately record client information and case details into the firm's database or case management system while ensuring confidentiality and data security.
  • Coordinate and schedule consultations between potential clients and attorneys, ensuring timely and efficient follow-up.
  • Conduct follow-up calls and emails to gather additional information or clarify case details as needed.
  • Verify client documents, complete necessary forms, and ensure all preliminary paperwork is accurate before the initial consultation.
  • Work closely with attorneys, paralegals, and other staff to facilitate a smooth client intake process, providing relevant case information for further evaluation.
  • Provide general information to clients regarding the firm's services and direct clients to other resources as needed.

Requirements

  • Minimum of 1-2 years in a client-facing role, ideally in a law firm, healthcare, social services, or customer service setting.
  • High school diploma or equivalent required; an associate's or bachelor's degree in a related field is preferred.
  • Exceptional verbal and written communication skills, with a professional and empathetic phone manner.
  • Strong attention to detail for accurate data entry and case documentation.
  • Comfortable using case management software, Microsoft Office Suite, and other relevant applications.
  • Ability to manage multiple calls, emails, and tasks in a high-paced environment while remaining organized.
  • Commitment to maintaining client confidentiality and adherence to firm policies and ethical guidelines.

Benefits

  • 1099 Contractor agreement
  • Flexible work arrangement
  • Ability to make a difference in the legal services industry


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