Intake Support Specialist
The Intake Support Specialist performs the initial consultation with our clients to determine which of our services fits their specific situation. The specialist then provides information to the Attorney so they can verify whether we can confidently win the case for the client.
Duties/Responsibilities
- Learn, memorize, and research the case types we offer at the firm per Attorney’s guidelines.
- Qualify each client for a potential case type based on the Attorney’s direction, training, FAQ documents, and other communications.
- Review case pricing with clients and determine their best payment option to start a recommended case type.
- Use the Attorney’s approved ethical sales scripts to convert potential leads into admitted clients.
- Convert qualified leads into clients based on the benefits and values of each case type.
- Schedule and follow up with all leads that have potential case types.
- Regularly reach out to these leads to remind them of the value of our services.
- We recommend our referral program to all admitted clients so that we can also help their friends and family.
- Assist with escalation of phone calls from dissatisfied clients or clients requesting additional information.
Qualifications and Requirements
- Excellent verbal and written communication skills
- Sales experience
- World-class customer service skills
- Positive attitude
- Proven ability to meet deadlines and time manage themselves and others.
- Impeccable organizational skills and attention to detail
- Strong analytical and problem-solving skills
- Ability to prioritize tasks and delegate them when appropriate
- Enjoy working in a fast-paced, results-driven environment
- Proficient with Microsoft Office Suite or related software
- Bilingual (Spanish-English)
Education Requirement
High School Diploma or Similar
Physical Requirements
-Prolonged periods of sitting at a desk and working on a computer