Job Description
Job Description
Salary : $19 / hr
Rebecca Kay Sapp Law Firm is looking to add an Intake Specialist to our team! The primary function of the Intake Specialist is to provide exceptional customer service to our potential clients. To be successful as an Intake Specialist, you should have a pleasant personality, as this is also a sales role. Multitasking and stress management skills are essential for this position. Ultimately, an Intake Specialist's duties and responsibilities are to ensure that all intake processes are executed to the highest quality standards. Candidate must be a team-player because they will be working with a team of people that are working towards a group goal.
Responsibilities :
- Meet with clients and potential new client in person
- Makes / Receives initial phone call for our prospective clients
- Gathers pertinent information from our prospective clients
- Requests and follows up on supporting evidence for the potential claim
- Utilizes the workflow process completely with every client, both inside and outside of the firms case management software
- Sends out contracts via the RKSapp Law phone app and review with client over the phone for electronic signature
- Send Welcome Email to client within 24 hours of contracts being signed
- Responsible for other duties as assigned by Intake Director and / or Rebecca Sapp
Skills :
Proven work experience as an Intake Specialist and / or salesProficiency in Microsoft Office SuiteHands-on experience with office equipmentProfessional attitude and appearanceSolid written and verbal communication skillsAbility to be resourceful and proactive when issues ariseExcellent organizational skillsMultitasking and time-management skills, with the ability to prioritize tasksCustomer service attitudeAbility to work well in a team settingBachelor's Degree preferred!Bilingual (Spanish) preferred!