Client Intake Specialist Job at THE MATIAN FIRM APC
Our Rancho Cucamonga CA office is looking to hire a Client Intake Specialist with a desire to grow within the legal industry. The Intake Specialist will be the first point of contact with prospective clients, will screen leads, and will be responsible for obtaining case details that will allow the firm to determine if a case should be retained. This position must be staffed by an individual who is business development-oriented, and works well with people. We ask that you have a strong customer service background and possess the ability to screen potential client calls. You will ensure operational excellence and handle a large volume of incoming client calls. The ideal candidate will be able to work some weekends and be able to commute to our Rancho Cucamonga office as is required for this role.
Responsibilities:
- Screen telephone calls before scheduling an attorney-client consultation
- Persistently monitor all potential new client inquiries (email, internet, phone, and referrals)
- Immediately contact every potential client and establish a relationship with the client
- Update logs and reporting systems to reflect the status of all potential new clients
- Conduct potential new client interviews with genuine empathy and compassion
- Schedule appointments for potential clients
- Take accurate notes during the attorney-client initial consultation
- Collaborate with our attorneys to complete the initial consultation process
- Assist attorneys with administrative tasks related to opening new cases and maintaining databases
- Follow instructions from the supervising attorney and perform accordingly
- Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets (can maintain complex spreadsheets)
Qualifications:
- Bilingual (English/Spanish) with full proficiency
- Minimum 1 year(s) of sales experience required, customer service experience a major plus
- Strong background in performance-based metrics
- Case Management software experience is a major plus
- Resourceful and motivated to solve issues as they arise
- Strong attention to detail
- Proven track record to meet goals and deadlines
- Must be able to work weekends
Here at the Matian Firm, we offer medical, dental, and vision insurance. We have a great compensation package including a 401(k) plan. Some perks include catered lunches, complimentary parking, paid time off, and more! Come be a part of our growing firm and its opportunities for your career development. You will learn and develop alongside a team of professionals who aim to excel in the legal industry.
The Matian Firm, APC is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status, or genetics. We are dedicated to providing an inclusive, open, and diverse work environment.
Job Type: Full-time
Ability to commute/relocate:
- Rancho Cucamonga, CA
- B2B sales: 1 year (Required)
- Spanish (Required)
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
- 8 hour shift
- Day shift
- Evening shift
- Weekend availability
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