Intake Specialist
20 - 24 USD per hour
Company:Modern Family Law
Location:Colorado, United States; Texas, United States; Georgia, United States, MT
Languages:English
Seniority level:Entry, 2-5 years
Experience:2-5 years
Skills:
Project CoordinationMicrosoft Office SuiteCustomer serviceAttention to detailOrganizational skillsWritten communicationMultitaskingExcellent communication skillsAdaptabilityRelationship buildingEmpathyVerbal communicationActive listeningClient relationship managementData entryRelationship managementSales experienceCRM
Requirements:
Two to Five (2-5) years of experience in sales, customer service, or a related field. Experience in legal intake or a client service role is a plus. Ability to work from home with a reliable internet connection. Proficiency with Apple products and CRM systems. Typing speed of 50 WPM or higher. Excellent attention to detail. Ability to communicate calmly and effectively with clients in stressful situations. Strong organizational skills. Client-focused mindset. Excellent written and verbal communication skills. Adaptability and flexibility.
Responsibilities:
Monitor and respond to inquiries via email, chat, and web forms. Conduct conflict checks. Answer incoming calls professionally and empathetically. Manage and update client records in the CRM. Distribute, collect, and process fee agreements and credit card authorizations. Schedule meetings and initial consultations for attorneys. Follow up with potential clients. Track and log follow-up activities in the CRM. Identify high priority leads and escalate them. Participate in weekly intake meetings. Collaborate with other departments.
