Intake Specialist

We are looking for a motivated Intake Call Center Representative to join our high-volume law firm. This role involves managing incoming calls, gathering client information, and providing exceptional customer service. The ideal candidate will have strong communication skills, the ability to multitask, and a friendly demeanor. Previous experience in a call center or legal environment is a plus.

Key Responsibilities:

1. Client Intake:

• Answer incoming calls and respond to inquiries from potential clients.
• Conduct initial screenings to determine the nature of the caller’s legal needs and gather relevant information.
• Record detailed information about potential clients and their cases into the firm’s case management system.

Customer Service:

• Provide a compassionate and empathetic experience for all callers, ensuring they feel heard and understood.
• Address questions and provide information about the firm’s services and process.
• Schedule initial consultations and appointments for attorneys.

Data Management:

• Maintain accurate and organized records of all client interactions and case details.
• Ensure all information is entered promptly and accurately into the firm’s database.
• Follow up with potential clients to gather additional information or clarify details as needed.

Communication:

• Communicate effectively with attorneys and other staff members to relay pertinent information about potential cases.
• Assist in preparing and sending out client intake forms, information packets, and other necessary documentation.
• Collaborate with team members to improve the intake process and client experience.

Administrative Support:

• Perform general administrative tasks related to the intake process, such as managing emails and correspondence.
• Assist with other tasks and projects as assigned by the intake manager or supervising attorney.

Qualifications:

1. Education:

• High school diploma or equivalent required; some college coursework or degree preferred.

Experience:

• Previous experience in a customer service or call center role, preferably in a legal or professional services environment.
• Experience with client intake processes and data entry is highly desirable.

Skills:

• Excellent verbal and written communication skills.
• Strong interpersonal skills with the ability to connect with diverse individuals.
• Proficiency in using phone systems and computer software, including Microsoft Office Suite and case management systems.
• Ability to handle a high volume of calls and multitask effectively.
• Detail-oriented with strong organizational skills.

Personal Attributes:

• A compassionate and empathetic demeanor, with a strong sense of professionalism.
• Ability to maintain confidentiality and handle sensitive information with discretion.
• High level of reliability and punctuality.
• Positive attitude and a team player, willing to assist colleagues and contribute to a supportive work environment.

Join our team and play a vital role in helping potential clients navigate the legal process from their very first interaction with our firm. If you are a motivated and compassionate individual with excellent communication skills, we encourage you to apply.