Any
Based on experience
30
Dec 20, 2024
SPANISH BILINGUAL IS A PLUS BUT NOT REQUIRED!
To be considered for this position, please complete the Google Form linked below. Applications submitted without completing the form will not be reviewed.
Company Overview
Our agency has been proudly serving clients for over six years, specializing in providing personalized and comprehensive workforce solutions in the different industries. Our mission is to help individuals navigate the complexities of building a world-class team, ensuring they find the best support tailored to their unique needs. With a focus on exceptional client service, we have built a reputation for reliability, expertise, and dedication.
Job Description:
As a Legal Intake Specialist, you'll be the first point of contact for individuals seeking services. You'll gather crucial information while providing compassionate, efficient, and high-quality assistance. If you are driven to help people and thrive in a fast-paced, client-focused environment, this could be the perfect role for you.
Key Responsibilities:
- Lead Management: Effectively utilize CRM systems to manage and track leads, ensuring all interactions are properly logged and followed up on.
- Warm/Cold Lead Outreach: Initiate outbound calls to previously interested leads in the CRM system, aiming to schedule them for our free evaluation service.
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- Intake Evaluations: Conduct intake interviews with potential clients via Zoom or phone to gather essential details, assess their needs, and determine whether a direct contract can be offered or if a more in-depth session with the CEO is required.
- Appointment Scheduling: Coordinate appointments for potential clients, whether in-person, via video, or phone consultations.
- Client Follow-Up: Proactively follow up with potential clients to answer additional questions and guide them through the next steps of the process.
To be considered for this position, please complete the Google Form linked below. Applications submitted without completing the form will not be reviewed.