Intake Sales Specialist

Profile

Intake Sales Specialist
The candidate will review and assigns new business intake. 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. Follow up with pending inquiries. 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). Bilingual (English/Spanish) with full proficiency is required. Should have 1-2 years of experience in Personal Injury, Immigration, or Criminal Defense; 2 or more years of customer service or sales experience. Background with performance-based metrics is required. Case Management software experience is a major plus.

Company info

Sign Up Now - WashingtondcCrossing.com