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Client Intake Specialist

Cohen Law Group
Maitland, FL Full Time
POSTED ON 2/12/2025 CLOSED ON 2/24/2025

What are the responsibilities and job description for the Client Intake Specialist position at Cohen Law Group?

The Cohen Law Group is a leader in 1st party litigation. We value our clients with the upmost care and service. The firm strives to exemplify leadership, respect, teamwork and work-life balance for all its employees. Cohen Law Group provides full benefits including pet insurance along with participating in company outings, community outreach and social events which has allowed the Cohen Law Group to make its mark as being one of the top law firms to work for in the Orlando metro area.

We are looking to fill an opening for a Client Intake Specialist, dedicated to incoming and new clients, who is fluent in both English and Spanish. This is a phone-heavy position and requires telemarketing / phone sales experience.

Job Duties:

  • Handle a high volume of calls to and from clients
  • Lead conversations with clients to obtain preliminary case information and provide general overview of the Firm's services
  • Promptly assist and facilitate client’s completion of initial case documentation
  • Connect clients directly with attorneys and support attorneys during initial case review
  • Close the initial client engagement process quickly and effectively, so the client's case can move forward to the next stage
  • Perform tasks including document drafting, calendaring, scheduling, research, and file management with efficiency and accuracy

Requirements:

  • The ideal candidate is confident, friendly and persuasive over the phone
  • Has a background in phone sales
  • Attention to detail and service-oriented disposition are highly valued in this role
  • Has great communication skills, a passion for teamwork, client service, and the pursuit of justice
  • Knowledgeable in Microsoft Word, Excel, File Vine
  • Must be able to pass a background check

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