Intake Specialist
New
M
Modern Family LawFamily Law
Colorado, United States. Texas, United States. Georgia, United States, MSTFull-TimeMiddle
Salary20 - 24 USD per hour
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Job Details
- Experience
- 2-5 years
- Required Skills
- Customer serviceData entryCRM
Requirements
- 2-5 years of experience in sales, customer service, or a related field.
- Proven track record of client engagement and follow-up.
- 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 and ability to prioritize multiple competing tasks.
- Client-focused mindset with dedication to exceptional service.
- Ability to collaborate effectively within a professional work culture.
- Ability to work from home with a reliable internet connection and dedicated workstation.
- Experience in legal intake or client service is a plus.
Responsibilities
- Monitor and respond promptly to inquiries via email, chat, and web forms.
- Conduct conflict checks to ensure compliance with firm policies.
- Answer incoming calls with professionalism and empathy.
- Manage and update client records in the CRM system.
- Process fee agreements, credit card authorizations, and retainer fee transactions.
- Schedule meetings and initial consultations for attorneys.
- Follow up with potential clients to address questions and guide them through next steps.
- Identify high-priority leads and escalate to attorneys or senior team members.
- Participate in weekly intake meetings to contribute to process improvements.
- Collaborate with marketing, IT, and sales departments.
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