What are the responsibilities and job description for the Client Intake Specialist position at Wiggam Law?
Do you believe in helping others without condescension or judgment? Our focus is on helping clients resolve significant financial problems.
Do you thrive in a work environment requiring attention to detail and accuracy with a self-reliant approach?
Do you demonstrate a good deal of patience working within a routine and or activities?
Are you a good listener who is motivated to discreetly analyze and understand the prospective client’s needs? 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. 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 Qualifications :
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 What we offer :
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. Compensation : $50,000 total compensation on target : $45,000 salary 10% unlimited bonus for hitting performance goals Compensation : $45,000
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
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Lithonia, GA
Full Time