Our rapidly growing law practice is seeking a Client Intake Specialist to join our team! You’ll meet with prospective clients and empathize with them on the details of their cases, as well as manage new client onboarding and data entry.
As the client-intake specialist, you are the face and voice of the office and help people who are looking for our legal services.
In addition to being the first contact with the public, you will support the legal team's work with clients.
As a member of a premier professional team, you will have the opportunity to discover new technical skills, develop customer service techniques, and improve your time management knowledge.
Candidates should have some “real life” experience, which they can use to empathize with potential new clients who often come to our firm in challenging and sometimes deeply personal situations.
Excellent interpersonal and communication skills are an absolute must.
Our firm is looking to continue its banner growth and is looking for a client intake specialist with a passion for the law and helping people.
Compensation:
$19 - $21 + bonuses
Responsibilities:
Provide kind, courteous communication while receiving visitors to our office
Provide excellent customer service while answering, screening, and processing incoming calls and interviewing potential new clients
Conducting intake interviews with clients via phone, email, or in person
Gathering and accurately documenting client information and needs
Providing information about our services, programs, and eligibility criteria
Assisting clients in completing necessary forms and paperwork
Collaborating with internal teams to ensure seamless transitions for clients
Maintaining confidentiality and professionalism in all interactions
Manage the calendar system to schedule and confirm appointments via phone, email, and text
Review and process overall client agreements and monitor successful client onboarding for the first 30 days of representation
Manage intake of potential clients with attention to detail for information while providing empathetic communication skills
Provide efficiency in other clerical receptionist duties such as filing, photocopying, scanning, and faxing
Assistance with general administrative support to the sales and legal production team members
Qualifications:
Previous customer service and administrative experience required
Ideal candidates are professional and courteous with a positive attitude
Excellent organizational skills with the ability to multitask and manage time appropriately
Outstanding verbal and written communication skills
Ability to be resourceful and proactive
You strongly believe in teamwork and want to do your part to contribute to the team’s success in meeting its mission
About Company
C.
E.
Borman & Associates is a family law team of attorneys and legal professionals who provide straight talk and honest advice.
We’re here to support our clients through the legal landmines with patience, compassion, and integrity.
Our fearless leader is Texas attorney Channa Borman.
She is an honest, down-to-earth, straight-talking attorney who focuses her practice on divorce and family law.
Our law firm managers are dedicated to hiring and training legal and administrative professionals who go above the standard.
Attorneys and legal staff members work together to implement best practices that benefit the team's goal to create a higher standard and professional quality of work.
Other benefits include competitive pay, paid holidays, bonuses, retirement, and health insurance.
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