VIP Client Intake Specialist

VIP Client Intake Specialist

At Morgan & Morgan, the work we do matters. For millions of Americans, we're their last line of defense against insurance companies, large corporations or defective goods. From attorneys in all 50 states, to client support staff, creative marketing to operations teams, every member of our firm has a key role to play in the winning fight for consumer rights. Our over 6,000 employees are all united by one mission : For the People.

Summary

VIP Client Intake Specialist's handle cases generated by our Morgan & Morgan attorneys as well as external firms to help build relationships and grow our business.

Responsibilities

• Manage internal and external attorney-generated cases via inbound / outbound calls, SMS and emails.
• Communicate effectively with case staff, attys, and the sales team (account executives, referral coordinators and territory managers).
• Handle attorney and account executive inquiries over the phone and via email.
• Work closely with our growing external attorney sales team (account executives and territory managers) in building external referral relationships.
• Identify client / attorney / account executive needs, clarify information, use probing questions, research any potential case opportunity, and provide solutions and / or alternatives.
• Seize opportunities to cross-screen cases when possible.
• Build sustainable relationships and engage clients by providing the Morgan World Class Experience on every call.
• Properly record all notes and conversations in the call center database in a clear, concise way.

Qualifications

Morgan & Morgan is a leading personal injury law firm dedicated to protecting the people, not the powerful. This success starts with our staff. For full-time employees, we offer an excellent benefits package including medical and dental insurance, 401(k) plan, paid time off and paid holidays.

Morgan & Morgan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the I-9 Form.