What are the responsibilities and job description for the Intake Specialist - Night and Day Shifts position at Richard Harris Law Firm?
The Intake Specialist is a critical role; you will be the first impression of the firm to potential clients and play a vital role in providing our clients with excellent service. The position entails answering calls and meeting with prospective clients to gather pertinent details, laying the foundation of their case. A successful Intake Specialist is comfortable asking challenging questions while displaying high levels of patience, common sense, and customer service.
Essential Functions :
Answers telephone in a polite and professional manner.
Accepts a broad range of customer service calls and assesses the information to make informed decisions for conversion.
Listen and identify products of service to be offered. Transfer calls as needed.
Enters information into the case management software.
Schedules office appointments for clients and notifies departments or locations.
Makes recommendations for other case types that may benefit the current or potential client.
Other duties as assigned.
Qualifications :
- High School diploma or equivalent required.
- Prior customer service or call center experience is a plus.
- Ability to type 40-50 words per minute.
- Reliable and dependable in performing job-related tasks, finishing assigned projects, meeting deadlines, and appointments.
- Strong organizational and attention to detail skills.
- Excellent verbal and written communication skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) and other relevant software.
- Ability to work effectively both independently and as part of a team.
Physical Demands and Work Environment :
Occasionally / Frequently / Continually required to stand, walk, and sit.
Occasionally / Frequently / Continually required to lift / push / carry items less than 10 pounds / up to 25 pounds.