Intake Manager - 2201687

Job Description

Job Description

Our growing firm is looking to hire an experienced Intake Administrator with a desire to lead us and grow an Intake team. This position is crucial as it is the first contact clients have with our firm, this position must have someone who can ensure that our operational excellence is shown in the first interaction with a client.

The right candidate will possess a strong Intake customer service background and the ability to analyze potential client calls to determine if we can be of any assistance. This position is full time. Candidate will handle a large volume of incoming client calls and be responsible for a large volume of follow ups.

We are only looking for serious candidates who have experience as an Intake Administrator or who have high volume Intake experience and wish to become an Intake Administrator.

Duties / Responsibilities :

• Screen emails, internet, voicemails for potential clients
• Carry out initial client interview with empathy and compassion
• Persistently monitor all potential new client inquiries (email, internet, phone and referrals)
• Immediately contact every potential client and establish relationship with client
• Follow up with pending inquiries daily
• Update logs to reflect status of all potential new clients at all times
• Collaborate with Supervisor to complete the initial consultation process
• Assist attorneys with administrative tasks related to opening new cases and maintaining databases
• Follow instructions of management and perform accordingly
• Write emails, take notes, research cases, fax, copy, and create spreadsheets to track referrals, clients and other pertinent information.

Required Skills / Abilities :

Bilingual (English / Spanish) with full proficiency

2-3 years of Client Services Coordinator experience

Strong background with performance-based metrics

Salesforce / Litify software experience is a major plus

Resourceful and motivated to solve issues as they arise

Extremely good customer service attitude

Physical Requirements :

Prolonged periods sitting at a desk and working on a computer.

Must be able to lift up to 15 pounds at times.

Benefits :

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance