- Connect with potential clients to establish trust and rapport.
- Assess potential client situations and present the best course of action.
- Communicate clearly and professionally across phone, text, chat, and email platforms.
- Perform accurate data entry and maintain diligent follow-up throughout the intake process.
- Collaborate with the team while maintaining autonomy to manage independent tasks.
- Transition newly retained clients to the assigned case handling team.
Problem SolvingCustomer serviceOrganizational skills+2 more