What are the responsibilities and job description for the Intake Specialist position at TalentUnify?
Job Description
Fast paced firm, with offices throughout the state of Ohio, is growing, and we seek to hire an experienced full-time Client Intake Specialist. You'll serve as the compassionate voice of our firm, fielding inbound calls from prospective clients. This is a great opportunity for individuals with inside sales/telesales experience.
Job Title
Intake Specialist - NO COLD CALLING
Qualifications
Competitive salary ($50k-$70k) plus bonus eligible
Job Type: Full-time
Experience
Sales: 1 year (Required)
Fast paced firm, with offices throughout the state of Ohio, is growing, and we seek to hire an experienced full-time Client Intake Specialist. You'll serve as the compassionate voice of our firm, fielding inbound calls from prospective clients. This is a great opportunity for individuals with inside sales/telesales experience.
Job Title
Intake Specialist - NO COLD CALLING
Qualifications
- Spanish speaking is beneficial but not required.
- Minimum two years of sales experience, customer service experience, or legal intake role.
- Resourceful and motivated to solve issues as they arise
- Strong attention to detail
- Proven track record of meeting goals and deadlines for at least two years
- First point of contact with prospective clients, will screen leads, and will be responsible for obtaining case details that will allow the firm to determine if a case should be accepted.
- Screen incoming potential client phone calls to ensure the case falls within the firm's scope.
- Monitor/contact all potential new client inquiries (email, internet, phone, and referrals on a pending list)
- Contact potential client and establish a relationship with the client
- Update logs and reporting systems to reflect the status of potential new clients
- Conduct potential new client interviews with empathy and compassion
- Collaborate with our attorneys to complete the initial consultation process
- Follow instructions from the supervising Intake attorney and perform accordingly
- Collaborate with attorneys, paralegals, and other staff members to smoothly transition cases from intake to representation. Communicate client needs and expectations effectively.
- Maintain high professionalism, courtesy, and confidentiality when interacting with clients. Ensure a positive client experience and always represent the firm's values.
Competitive salary ($50k-$70k) plus bonus eligible
Job Type: Full-time
Experience
Sales: 1 year (Required)
Salary : $50,000 - $70,000
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