Senior Client Intake Specialist

4 weeks ago


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

We are seeking an experienced 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.

Responsibilities:
  • Client Screening: Screen telephone calls and emails to determine the suitability of potential clients for our firm.
  • Case Management: Obtain detailed information from potential clients, including case details and background information.
  • Collaboration: Work closely with our attorneys to determine the best course of action for each case and ensure a smooth transition from intake to case management.
  • Administrative Tasks: Assist with administrative tasks related to opening new cases, maintaining databases, and performing other duties as assigned.
Requirements:
  • Bilingual: Fluency in English and Spanish is required.
  • Experience: Minimum 3 years of sales experience, with customer service experience a major plus.
  • Metrics: Strong background with performance-based metrics and a proven track record of meeting goals and deadlines.
  • Software: Experience with case management software is a major plus.
  • Work Schedule: Must be able to work weekends and have a strong work ethic.

We offer a competitive compensation package, including medical, dental, and vision insurance, a 401(k) plan, and opportunities for career development. If you are a motivated and detail-oriented individual with a passion for sales and client service, we encourage you to apply.



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