Assistant Client Intake Specialist-(Sales)- No script
Do you have an amazing outgoing fun personality? When you meet new people do you make them feel like you have been friends forever? Are you the type of person that everyone calls first to get your advice?
If so then we have an amazing position for you!
Our rapidly-growing law practice is seeking a full-time assistant legal intake specialist to join our team! You’ll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry. We’ll provide the training and resources to help you flourish in your role In a tight-knit, supportive, and passionate legal team. If you have prior sales, customer service experience, great communication skills, passion for helping others, and have the ability to turn someone’s frown upside down, apply today!
Intake Specialist Responsibilities
Add support to evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
Set appointments for potential clients, that meet our criteria, with the lead Intake specialist.
Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
Add support to ensure all the pieces of the sales division are working effectively.
Daily Duties – Assistant Client Intake Specialist
Answer Incoming calls
Contact leads daily
Call/text for reviews
Sending the client videos to help in the interim.
Ensure that client onboarding procedure is complete on each new case
Follow-up with leads after intake
Complete Client onboarding
Ensuring the legal team has all the necessary information for the client
Assistant Legal Intake Specialist Qualifications
We are willing to train the right Individual that possess the personality It takes to succeed in this role. If you are missing some of the following qualifications, but you are confident, resilient, a great listener, excellent communicator, persistent with the motivation and drive to work hard please still apply.
High school diploma or equivalent required; Bachelor’s degree preferred
Previous customer service and sales experience preferred
Possesses outstanding communication skills and sense of empathy
CRM and case management software experience a plus
Proficiency with Microsoft Office products, especially Microsoft Excel, Google Suite, Slack, MyCase, Asana
Solid data entry, spreadsheet management, and computer skills
Previous legal experience a plus
Be reliable
Have excellent communication skills, be proficient in English (speaking and writing).
Be organized.
Have an upbeat personality
Must be available to work from 8am to 5pm Eastern Standard Time US hours
To ensure that you have read the job description above, please send your Cover Letter, and Resume to . Save your resume in the following format: (LAST NAME, FIRST NAME – Assistant Client Intake Specialist)
In the subject line of your email, type “Assistant Client Intake Specialist – Application.”
Best of luck!
APPLY FOR THIS JOB:
Company: Green Group Real Estate
Name: Nicole Christie
Email: