What are the responsibilities and job description for the Intake Coordinator position at Norton Estate Planning & Elder Law Firm, LLC?
Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals?
Our law firm is expanding and needs the help of an Intake Specialist to take client relations to the next level and manage our growing caseload.
Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need.
He or she presents a very professional appearance, is organized, has a high attention to detail, understands the value of hard work, and wants to work in an exciting environment. They should also be smart, very reliable and great at multi-tasking. We have a very busy growing law firm, and we need someone who is graceful under pressure and who is great working in a team setting but also alone.
You’ll have an opportunity to help a thriving law firm succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now!
Compensation:$15 - $18 hourly
Responsibilities:- Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner
- Connect with prospects and clients and input their information into our client management system
- Follow up by email and phone as needed to schedule and confirm meetings, reschedule as needed, and report to the owner on where prospects are at in their purchase decision cycle
- Capture and track client data for use with the marketing team
- Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
- Update and create checklists for Standard Operating Procedures as your work evolves
- Follow up with prospective clients who do not sign up after their initial consultation to keep the door open for them to hire the Firm when they are ready
- Follow up with clients with outstanding balances for services rendered
- Strong ability to communicate eloquently and empathetically a must
- Previous experience with CRM and case management software desired
- High school diploma or GED is a requirement; Bachelor’s degree is a plus
- Background in the legal industry preferred
- Customer service or sales experience a plus
- Skilled with Microsoft Office, especially Microsoft Excel
Norton Estate Planning & Elder Law Firm, LLC is a law firm committed to helping individuals create a personalized estate plan that meets their expectations. The firm is comprised of individuals who believe in education, maintenance, and collaboration.
We believe that estate planning should focus on providing you with a plan that reflects who you are, maximizes your control during life, protects you and your wishes in the event of a disability, and provides the instructions for carrying out your legacy at your eventual death.
Norton Estate Planning & Elder Law Firm, LLC is designed to provide the steps for initially setting up your plan, maintaining the plan once in place, and assisting with the administration of the plan once the death occurs.
We believe in proactively engaging the family and collaborating with professionals across various fields to create a plan that "Protects Your Dignity and Secures Your Legacy."
Salary : $15 - $18
