Intake Specialist:
Our rapidly growing law firm is looking to hire an Intake Specialist with a proven track record of exceptional customer service. The Intake Specialist will engage in a preliminary screening with prospective new clients to collect basic information before the Sales Consultant conducts the initial consultation. The Intake Specialist is not required or expected to make cold calls.
Authority:
The Intake Specialist may work with a designated assistant or the receptionist to scheduling prospective new clients for initial consultations and making reminder calls. The intake specialist has no supervisory or other authority beyond that specifically delegated by the owner. Rather, the intake specialist initially educates potential clients about our firm and its services and learns about the needs of each potential client who contacts us.
In accordance with Bar rules, the Intake Specialist does not give legal advice, approve client engagements, or share fees with the Firm.
Responsibilities:
1. Talk to leads and identify whether they are qualified leads by asking a series of questions.
2. Screen out unqualified leads through a series of questions designed to help understand the 'fit' between their needs and our services.
3. Schedule qualified leads for initial consultations (sales calls).
4. Use a pre-engagement glidepath for all prospects scheduled for initial consultation to improving the “show up rate” for people showing up for initial consultations.
5. Be sure everyone who contacts the Firm for help is better off – whether by scheduling a consultation, making a referral to an appropriate firm or other contact, sharing free resources produced by the firm, or some other assistance.
6. Prepare sales team with all the information needed for a successful conversation/consultation.
7. Prepare engagement agreements and collect payments and contracts.
8. Stay in contact with leads who do not schedule consultations and/or who do not engage to keep the door open for them to come in when they are ready.
9. Update the firm’s databases, reports, or spreadsheets to track incoming calls, leads qualified, consultations scheduled, referral sources, and other key metrics.
Education & Experience Requested
· Prior customer service experience required; inside sales experience a plus.
· Education and/or work experience equivalent to a bachelor’s degree.
· Experience with a CRM, particularly data tracking and reporting, required.
· Knowledge of the legal industry is an asset.
· Real life experience & a few “battle scars” to give you empathy and understanding is an asset. Experience overcoming a major obstacle in life and making an important change in your life, so you know at your core that others can do it too, is a plus.
About us…
Tessie D. Edwards & Associates P.C. is an established, rapidly growing boutique law firm representing families going through tough times to transition into a better tomorrow with zealous legal representation in divorce. We represent clients with family law matters in the Atlanta metro and surrounding counties. Our firm values work-life balance and strives to ensure the work side of things comes with the least stress! We are an upbeat, positive energy, high-performing team centrally located in downtown Atlanta in a newly renovated office with an amazing view of the city from the 12th floor where we focus on getting it done with compassion! We offer an exceptional work environment, a competitive base salary plus commission, a hybrid work schedule, continued training, paid maternity and paternity leave, health, vision, disability, dental insurance, 401K, and paid parking.
Job Type: Full-time
Pay: $25,000.00 - $75,000.00 per year
Benefits:
- Dependent health insurance coverage
- Disability insurance
- Free parking
- On-site gym
- On-the-job training
- Opportunities for advancement
- Paid sick time
Schedule:
Experience:
- Customer service: 5 years (Required)
- Computer skills: 5 years (Required)
Ability to Commute:
- Atlanta, GA 30303 (Required)
Work Location: Hybrid remote in Atlanta, GA 30303