Job details
Salary $18 - $22 an hour job type part-time contract number of hires for this role 1
Qualifications
Spanish (required)
Bachelor`s (preferred)
Microsoft office: 1 year (preferred)
Sales & customer service: 2 years (preferred)
Full job description
Intake specialist (client relations)
Meza talbott law, a family & estates firm, is looking for an experienced intake specialist whose focus will be to provide potential, current, and past clients with the ultimate customer service experience.
This position requires the right combination of empathy, communication skills, attention to detail, professionalism, and technical know-howThis position involves critical duties related to customer service as well as direct salesYou`ll play an integral role in creating positive client experiences and helping the firm continue to grow.
See instructions for applying at the endApplications that do not follow instructions will not be seen or receive a response.
Primary duties of the position:
Returning all phone calls relayed by our answering service daily
Speaking with potential clients and screening out unqualified leads
Scheduling potential clients that have the right expectations & legal problem
Refer clients that are not a good fit to legal clinics or other attorneys/law firms.
Scheduling current client appointments appropriately with the attorney or other support staff
Ensuring the firm calendar and crm (clio grow) are up-to-date and accurate.
Following up with potential clients before their initial consultation to ensure they have completed their intake forms and after their consultations to `close the lead.`
Assisting in the engagement process by sending the contracts and invoices and making sure new clients feel welcomed as we onboard them.
Assisting the paralegals with closing the cases and files once we complete matters.
Make regular contact with current and former clients to ensure we keep our relationship alive and find ways to continue being of value.
General administrative tasks as assigned.
Experience and skills required:
You must be able to make an excellent first impression on the phone.
You must be bilingual (spanish)
You must easily carry on a conversation with potential clients and exercise critical thinking when asking them questions to see if they are a good fit for the firm.
Customer service & sales experience is requiredLegal experience is a plus.
You must be comfortable with a computer and demonstrate proficiency with typical law firm office applications (e.g., word, clio grow, clio manage, calendaring system, and quickly learn other necessary software)
You must have excellent spelling and grammar.
We will ask you to demonstrate a penchant for accuracy and attention to detail, which are required to avoid mistakes that can cost our clients (and us) dearly.
You must be a positive personIf you walk through life seeing opportunities where other people see problems, you will probably do well here· if you find yourself thinking of ways to improve the client experience and systems, you will be rewarded and thrive.
You must be empatheticWe work with people experiencing a combination of stress, anxiety, sadness, confusion, and sometimes angerWe are looking for someone who can dig in to find how to help people in their time of need.
There will be training on the types of legal matters we handle, track our leads, and use our calendaring systemHowever, we are looking for someone who can hit the ground runningThis is not the right opportunity for someone looking for their first professional job or an introduction to customer service or law.
CompensationPay is based on experience and starts at $18/hrYour application is confidentialWe will not contact your current employer without your permission.
Location: this position is presently remote but may change to onsite once normal business operations are back in place in 2022While working remotely, you must have a quiet, private space to speak with clients during the firm`s regular business hoursThis is not a full-time position, and there is no guarantee of hours per day/week/monthHowever, you should have at least 2 hours available per day to dedicate to making phone calls and handling related work.
Apply NowIf this sounds like a good fit for you, you will need to complete a two-step process to be consideredFirst, prepare a cover letter that explains what you believe are the three (3) most important qualities needed to succeed in this roleAs a closing sentence, please write, `i have read the instructions contained in the job posting and have followed the instructions.` second, submit your resume along with your cover letter.
Job types: part-time, contract
Pay: $18.00 - $22.00 per hour
Benefits:
Flexible schedule
Schedule:
Monday to friday
Covid-19 considerations:
Meza talbott law is by appointment only and closed to the publicAll staff is operating remotely until further notice.
Education:
Bachelor`s (preferred)
Experience:
Microsoft office: 1 year (preferred)
Sales & customer service: 2 years (preferred)
Office: 2 years (required)
Language:
Spanish (required)
Work location:
One location
Work remotely:
Yes
Work location: one location
