Client Acquisition and Retention Manager

3 weeks ago


Boca Raton, Florida, United States The Berman Law Group Full time
About the Position

The Berman Law Group is seeking an experienced Intake Specialist to join our team. As a key member of our staff, you will be responsible for handling client interactions, gathering evidence, and working closely with attorneys and staff to ensure seamless case management.

Compensation: $48,000 - $64,000 per year

Job Responsibilities

In this full-time position, you will:

  • Handle incoming calls from clients with professionalism and empathy, making them feel immediately comfortable and initiating a positive experience.
  • Gather necessary information to understand the client's legal issue and direct calls to the appropriate attorney or legal team.
  • Collect evidence such as police reports, photographs of injuries, property damage, and more, to organize this information for the legal team's use.
  • Schedule initial doctor appointments for clients ensuring they receive the necessary medical care.
  • Data Entry: Open claims on behalf of clients to initiate the legal process, accurately recording and maintaining detailed client information and case details.
  • Follow-Up: Facilitate an excellent follow-up process to ensure clients are kept informed of the status of their case, facilitating direct communication with insurance companies while maintaining communication with clients throughout their journey with the firm.
Qualifications
  • Previous experience in a legal intake role or similar customer service role is preferred.
  • Exceptional organizational skills with the ability to manage a high volume of inquiries and tasks simultaneously.
  • Strong communication skills, both written and verbal.
  • Ability to demonstrate empathy and professionalism when dealing with clients.
  • Proficiency in data entry and the use of case management software.
  • Detail-oriented and capable of maintaining accurate and up-to-date client records.
Benefits
  • Competitive salary plus bonus eligible.
  • Health, dental, and vision insurance.
  • Ongoing professional development and training.
  • A dynamic and collaborative work environment.


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