What are the responsibilities and job description for the Relations Specialist position at Shegerian & Associates, Inc?
We are seeking a highly organized and detail-oriented individual to join our team as a Relations Specialist. As a Relations Specialist, you will be responsible for ensuring all potential clients are properly moved through the initial vetting process, assisting with a smooth and efficient intake experience.
Responsibilities:
- Review all new leads daily to ensure timely follow-up and accurate documentation.
- Reassign leads to the proper department
- Update leads that are missing key pieces of information, ensuring all necessary details are documented for further evaluation.
- Conduct intakes personally when necessary, providing professional and comprehensive assistance to potential clients.
- Handle escalated situations from potential new clients (PNCs) providing resolution and addressing their concerns effectively.
- upload all supporting documentation within a timely manner
- Bring any concerns or inefficiencies in the intake process to the attention of the appropriate manager, suggesting improvements and implementing changes to enhance the overall efficiency and effectiveness of the intake process.
Requirements:
- Bachelor's degree in a relevant field, such as law or business administration, is preferred.
- Bilingual in Spanish
- Previous experience in a legal intake or client services role is highly desirable.
- Strong organizational skills with the ability to prioritize tasks effectively and meet deadlines.
- Excellent attention to detail to ensure accurate and thorough intake documentation.
- Exceptional communication skills, both written and verbal, with the ability to interact professionally with potential clients and internal team members.
- Proven ability to handle escalated situations and resolve conflicts with professionalism and tact.
- Ability to work collaboratively with cross-functional teams and communicate effectively with others
If you are a motivated and proactive individual with a passion for delivering exceptional client service, we encourage you to apply for the Relations Specialist position. You will play a critical role in ensuring a seamless intake experience for potential clients, while also contributing to the overall success of our legal team.
Job Type: Full-time
Pay: $23.00 - $25.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
- Weekends as needed
Ability to Relocate:
- San Diego, CA 92121: Relocate before starting work (Required)
Work Location: In person
Salary : $23 - $25