Legal Intake Specialist

4 weeks ago

Mount Pleasant, United States Christmas Injury Lawyers Full time
Job DescriptionJob Description

Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an intake specialist to take client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need. You’ll have an opportunity to help a thriving law firm succeed and make a tangible difference in client’s lives every day. If this sounds like a job you’d love, apply now

Compensation:

$18 - $20 hourly

Responsibilities:

Client Screening:

  • Handle incoming phone calls from potential clients, assessing their needs and ensuring their cases align with the firm's practice areas.
  • Actively listen to clients, providing empathetic responses to make them feel understood and valued.


Sales and Outreach:

  • Collaborate with the marketing team to develop and implement outbound sales strategies aimed at attracting new clients.
  • Foster partnerships with other law firms to create referral opportunities and expand the firm's client base.


Data Management:

  • Collect and organize required documentation from clients, ensuring all information is accurate and complete.
  • Enter client data and case information into the case management system for seamless onboarding and efficient file management.


Administrative Support:

  • Maintain and manage various office tasks, including updating spreadsheets, drafting and sending emails, faxing documents, and copying materials.
  • Transcribe meeting notes and other relevant documents to ensure clarity and accessibility of information.


Follow-Up and Communication:

  • Conduct follow-up calls with potential clients to provide updates and gather additional information as needed.
  • Communicate effectively with clients throughout the intake process, addressing any questions or concerns they may have.


Reporting and Analysis:

  • Track and report on intake metrics and conversion rates to assess the effectiveness of outreach and sales efforts.
  • Provide feedback and insights to the marketing team regarding client trends and potential areas for growth.


Continuous Improvement:

  • Stay informed about legal industry trends and best practices to improve intake processes and enhance client experience.
  • Participate in training sessions and workshops to develop skills in sales techniques and client engagement.
Qualifications:
  • Customer Service or Sales Experience: Proven background in customer service or sales, demonstrating strong interpersonal skills and the ability to engage effectively with clients and convert inquiries into potential cases.
  • Sales Acumen: Strong sales skills with a track record of achieving targets, identifying client needs, and effectively promoting services to drive new business.
  • Technical Proficiency: Familiarity with CRM and case management software, along with solid data entry skills and proficiency in spreadsheet management (e.g., Excel).
  • Communication Skills: Exceptional verbal and written communication abilities, with a focus on empathetic listening and clear articulation of information to clients.
  • Organizational Skills: Strong organizational skills with the ability to manage multiple tasks, prioritize effectively, and maintain accurate records in a fast-paced environment.
  • Legal Industry Knowledge: Basic understanding of the legal industry and its processes, with a preference for candidates who have prior experience in a legal setting.
About Company

At our law firm, our core values are God first, family first, and everything else follows. We are committed to serving both our Lord and clients through dedicated advocacy for the injured. Our team is united by a shared vision to elevate our practice to one of the leading injury law firms in the United States. We take pride in tackling challenging cases, upholding the highest ethical standards, and creating an enjoyable work environment. If you share our passion and drive, you might be the perfect addition to our team.

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