What are the responsibilities and job description for the Client Care Coordinator - Intake position at Hargrave Family Law?
Do you look forward to going to work each day? Life's too short to start your day with dread. At our firm, you'll be a part of a team where firm culture is a top priority. We invest in each team member as well as in our firm as a whole. You will work with a team that works collaboratively and creatively, supporting each other's professional growth as we collectively support clients.
As a team, we help good people end broken marriages by practicing family law differently, helping clients end marriages in a manner consistent with their core values. Divorce can become a transitional period of remarkable growth and transformation when focused on the future rather than the past. We help them find a better way that empowers them to enter their next chapter with hope.
The Client Care Coordinators pair compassionate support with stellar data entry and communication skills. This position is crucial to establishing a rapport with potential new clients as well as collecting accurate information about their situation, all in al effort to determine how we can help. They also provide support to clients both during and after the pendency of their case. Being organized and detail-oriented will be critical to your success.
If you’re a compassionate collaborator at heart who is a whiz at data entry, let us hear from you. We are seeking the perfect match for a superior, seasoned, compassionate Client Care team member with at least 2years prior experience in intake and CRM usage, preferably in a law firm, ideally in a family law firm.
Compensation :
50,000 plus monthly merit bonus opportunities
Responsibilities :
- Accurately performs PNC (potential new clients) intake / screening, including data entry and evaluation of fit with our firm
- Appropriately schedules PNCs for case evaluations with Client Intake Specialist
- Maintains up-to-date information in Firm CRM and CMS databases (currently Lawmatics, Clio, and MailChimp) for potential, active, and former clients; continuously audits same to verify accuracy
- Serves as a point of contact for current and former clients; maintains regular communication with active and former clients, providing support and resources as appropriate
- Assist with onboarding new clients, including a multi-step process to accurately assimilate them into our systems
- Tracks and recognizes client birthdays, holidays, and other significant life events; coordinates with the Executive Director’s Executive Assistant when additional recognition efforts are needed
- Solicits Google / AVVO reviews and Client testimonials from Clients at the end of representation
- Collects information for and maintains the Net Promotor Survey scores
- Prepares weekly and monthly reports of various analytical data; prepares additional reporting as requested
- Provides backup phone handling
- Assists with additional reporting and tasks while working collaboratively with the Client Care team, Client Intake Specialist team, Director of Marketing & Sales, and the Executive Director
Qualifications :
About Company
We use collaborative, non-adversarial techniques and creative solutions to find the right solution for each unique client while maintaining our dedication to excellence and integrity. Our Core Values of being Collaborative, Connected, Creative, Authentic, and Empowering infuse our commitment to both clients and our team.
Full-time Benefits :
Salary : $50,000