New Client Intake Specialist
New
J
Job DuckLegal Services
United States, CST (Central Standard Time)Full-TimeEntry
Salary1,142 - 1,220 USD per month
Apply NowOpens the employer's application page
Job Details
- Languages
- English, Spanish
- Experience
- 1-2 years
- Required Skills
- Customer serviceData entry
Requirements
- 1-2 years of experience working in intake or customer service roles
- Strong verbal and written communication skills in both English and Spanish
- Active listening and relationship building abilities
- Compassionate and client focused approach
- Excellent customer service skills
- Strong attention to detail
- Effective problem solving abilities
- Strong organizational and time management skills
- Ability to multitask and prioritize effectively
- Professional phone etiquette
Responsibilities
- Follow intake procedures and scripts to ensure consistency
- Assist with translation during meetings when needed
- Assist with obtaining signed agreements during intake calls
- Gather relevant information regarding potential cases
- Conduct conflict checks within the CRM system
- Enter client information accurately into MyCase CRM
- Schedule consultations with attorneys and legal staff
- Screen and evaluate callers based on firm guidelines
- Answer inbound calls from prospective client
- Maintain detailed and organized client records
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