What are the responsibilities and job description for the Law Firm Client Onboarding Specialist position at Safe Harbor Law Firm?
Benefits:
Are you passionate about helping people?
Can you enthusiastically connect with people in person and over the phone?
Have you learned how to ask for appointments from people that have called you and shown a strong interest in the company you work for?
Do you have the desire to follow up with people that need help?
Can you imagine going to work every day knowing that you're making a positive difference?
Are you just DONE working in a job that offers poor pay, no future grow, unreasonable duties, and poor managers?
Had the satisfaction of working for the most respected law firms in Southwest Florida?
Like the flexibility to work part-time from home and as part of a close knit office team environment in Bonita Springs or Naples Florida?
…….if you answered YES, then we are looking for you!
Job Description
We are looking for a results driven, rising superstar to join our fast moving team of Intake Specialists. The ideal candidate thrives on people, relationships, and helping others in need of legal services. We are a small business with a huge impact in our communities, helping our community protect their families for generations.
When our prospective clients call us for help, they're often going through an emotionally difficult period. Our Intake Specialists provide our potential clients the ultimate experience. It requires the right combination of communication skills, empathy, and ability to ask and clarify the situation.
Required Soft Skills
Bonus Qualifications:
Benefits of Working at Safe Harbor Law Firm:
At Safe Harbor Law Firm we focus on everyday people who care about their families through easy-to-understand education. We explain what they have, why they have it, and how it is helping them both during their lifetime and after they pass. We do what we say. We keep our promises. We don't take shortcuts. Each member of our team taking an important role in helping protect our clients and their families for generations. We are a firm where people are excited about what they do and who they work with. A place where leadership inspires and promotes people to become the best version of themselves both personally and professionally.
- Monthly/Quarterly Bonuses
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Training & development
- Vision insurance
- Wellness resources
Are you passionate about helping people?
Can you enthusiastically connect with people in person and over the phone?
Have you learned how to ask for appointments from people that have called you and shown a strong interest in the company you work for?
Do you have the desire to follow up with people that need help?
Can you imagine going to work every day knowing that you're making a positive difference?
Are you just DONE working in a job that offers poor pay, no future grow, unreasonable duties, and poor managers?
Had the satisfaction of working for the most respected law firms in Southwest Florida?
Like the flexibility to work part-time from home and as part of a close knit office team environment in Bonita Springs or Naples Florida?
…….if you answered YES, then we are looking for you!
Job Description
We are looking for a results driven, rising superstar to join our fast moving team of Intake Specialists. The ideal candidate thrives on people, relationships, and helping others in need of legal services. We are a small business with a huge impact in our communities, helping our community protect their families for generations.
When our prospective clients call us for help, they're often going through an emotionally difficult period. Our Intake Specialists provide our potential clients the ultimate experience. It requires the right combination of communication skills, empathy, and ability to ask and clarify the situation.
Required Soft Skills
- Honesty is critical and good ethical character is essential
- Love connecting with people
- Passionate about helping others
- Ability to manage multiple tasks in a fast-paced environment
- Treats a 4:30 call on Friday with the same care and compassion as one on Monday morning
- Exceptional curiosity
- Ownership mindset
Bonus Qualifications:
- Professional office experience a plus
- Inbound sales experience is a plus
- Experience in Intake for other law firms
Benefits of Working at Safe Harbor Law Firm:
At Safe Harbor Law Firm we focus on everyday people who care about their families through easy-to-understand education. We explain what they have, why they have it, and how it is helping them both during their lifetime and after they pass. We do what we say. We keep our promises. We don't take shortcuts. Each member of our team taking an important role in helping protect our clients and their families for generations. We are a firm where people are excited about what they do and who they work with. A place where leadership inspires and promotes people to become the best version of themselves both personally and professionally.
