What are the responsibilities and job description for the Client Intake Specialist position at Wiggam Law?
Position Summary
The Client Intake Specialist (CIS), who will be the first impression for our firm, plays a valuable role by performing the intake process to identify potential new clients who are a good fit for the firm. The CIS will set up and manage the process of client engagement and facilitate the transition to the client's assigned legal team. The CIS will be responsible for managing accurate intake data using various applications.
The successful candidate will empathize with callers who may be dealing with challenging or deeply personal situations. Excellent interpersonal and communication skills, mainly by phone and email, are a must. Our client-focused environment requires a patient, dedicated, highly productive individual who possesses a sense of urgency, can take direction, is a team player, and can execute tasks independently with poise.
Compensation : 45,000
Responsibilities :
- Answers calls and emails transferred to the intake team and assists potential new clients (PNCs) with initiating the firm’s intake process
- Assists PNCs with scheduling a consultation
- Follows up with PNC client leads from marketing-generated activities
- Follows up with PNCs who were no-shows or did not choose to schedule a consultation
- Maintains data quality in our Lawmatics CRM and ensures records are updated with all required client information
- Updates information in the firm’s case management system
- Obtains payment for paid consultations and firm engagement
- Introduces new clients to their assigned legal team
- Addresses PNC questions throughout the intake and engagement processes
- Collaborates well with sales teammates, including Client Service Coordinators and Client Administrators
- Technical degree or higher level of education preferred or equivalent experience
- A minimum of two years customer service experience with heavy call volume
- Client intake experience is preferred
- Strong communication, interpersonal, and customer service skills
- The ability to multitask and manage time efficiently
- Attention to detail and accuracy are essential
- The ability to work independently and as part of a team
- Proficient with Microsoft Office, Google, and Adobe applications and easily adapts to legal cloud-based applications
- Generous benefits package
- Competitive compensation
- Accrued paid time off
- Employer-provided health insurance
- Dental and vision insurance are available
- Paid group disability and life insurance policy
- Up to 4% 401K match
- An annual retirement contribution from the firm’s profit-sharing plan
- Paid parking or monthly MARTA fare
- The position also includes a further growth opportunity to sell our legal services directly to clients once the Client Intake Specialist can successfully sell paid attorney consultations. In our fast-growing law firm, the ability to gain more responsibility and grow with the firm is a possibility.
Qualifications :
What we offer :
Compensation : 45,000
45,000 salary 10% unlimited bonus for hitting performance goals
About Company
An established tax law firm located in Midtown Atlanta, we were recognized as the 4th fastest-growing law firm in the U.S. in 2020, according to the Law Firm 500! We zealously advocate for clients against the IRS, Georgia Department of Revenue, and other state revenue agencies.
We value integrity and teamwork. While we have uncompromising standards of care and conduct, we love to have fun and reward our team.
Salary : $45,000
