Job Description

Our firm is seeking to add an Intake Specialist to our growing team of legal professionals. Our expanding firm is looking for an Intake Specialist who is driven to connect with and capture new clients for our services. Your mission would be to establish the firm’s relationship with potential clients via telephone. The Intake Specialist is one of the first contacts for our future clients, and the ideal candidate for this role would be enthusiastic, compassionate, and have outstanding communication skills. If you are someone who has strong interpersonal skills and are motivated by a team atmosphere then our firm is the place for you!

We are looking for a closer - someone who can aid potential clients’ confidence in signing with our firm from a depth of knowledge of who we are and what we offer, and who can handle all aspects of potential client intake; including, but not limited to:

• Initial client communication
• Intakes
• Closing/Gaining a potential client's business
• Establishing personable connections with clients

Someone who isn’t afraid to go above and beyond for both the client and the firm will work wonderfully with our team of motivated of legal professionals. If you are hungry to boost your career as an Intake Specialist, this is the opportunity! If you have the skill-set to close potential clients on our services and the ability to present our firm to potential clients in a way that demonstrates our ability to meet their needs, you will be an excellent Intake Specialist for our firm!

We work hard to assist businesses and individuals with their legal needs. It is meaningful work, and we strive to create an environment where our employees thrive and can build a satisfying career with us. We take our work seriously, but we also have a culture that values supporting one another, taking time to connect and have fun at company outings like sporting events and concerts.

Duties Include, but are not limited to:

· Answer inbound calls from new clients, take messages, schedule appointments, provide information

· Outbound call follow-up to reschedule appointments, obtain signed documents, obtain missing information

· Screen cases, qualify/disqualify potential clients, send non-representation letters

· Manage client agreements, obtain signatures, retainer agreements

· Maintain documents and records in a CRM and other databases

· Serve as point of contact for potential clients throughout the intake process;

· Clear, concise, and accurate written and verbal communication;

· Following communication "scripts" when handling different topics;

· Learn about the Firm’s practice areas and become conversant with the legal issues facing our clients;

· Demonstrate empathy to potential clients and put them at ease during their difficult time;

· Provide detailed written summaries about potential clients’ needs to attorneys;

· Request and review all necessary documents from potential clients

· Reaching out to potential clients interested in our services

· There are no cold calls in this position

Skills and Traits of Ideal Candidate Include, but are not limited to:

· Have the ability to be personable and engage with potential clients

· Consistent and effective communication skills

· Ability to easily adapt to changing circumstances in conversations with potential clients

· Strong hunger to succeed and grow

· Driven, resilient, and persistent

· Proactive, ability to manage multiple priorities

· Enjoy working in a team environment

· Proficiency with Windows-based software and Microsoft Office Suite

Desired Experience Includes, but not limited to:

· 2-3 years of customer service-related experience, ideally over the phones in a fast-paced environment

· 2-3 years of experience in a law firm environment would be great, but we are open to the right person with experience from outside the industry

Hours and Compensation:

Our offices are located in Greenwood Village, CO and Colorado Springs, CO, but we are open to remote employees in other US locations who are highly reliable.

Full-time position, hours are Monday – Friday, 8:30am – 5:30pm MST.

Compensation includes a base salary starting at $55,000, plus monthly commission based on reaching sales targets. This position includes health insurance, dental coverage, and vision coverage. We offer paid time off and paid holidays.

Job Type: Full-time

Pay: Up to $55,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Opportunities for advancement
• Paid sick time
• Paid time off
• Vision insurance
• Work from home

Schedule:

• Monday to Friday

Experience:

• Customer Service: 3 years (Required)
• Law Firm: 2 years (Required)

Work Location: Remote

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