Intake Specialist
Company: Victorium Legal, Inc.
Location: Woodland
Posted on: May 11, 2024
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Job Description:
Our law office is growing fast and we're searching for a
full-time legal intake specialist to help us succeed! You'll serve
as the compassionate voice of our law firm, fielding inbound calls
from prospective clients in their time of need, screening, and
surveying for potential cases, and helping our lawyers manage their
meetings. If the thought of coming to work every day and making a
positive impact on our client's lives excites you, start your
application today!
Responsibilities:
--- Work with marketing to collaborate on outbound sales tactics
and partnerships with other law firms in order to help bring in new
cases
--- Manage attorney schedules, including prospective client
consultations, to foster caseload growth
--- Evaluate prospective client inquiries and phone calls,
analyzing their case fit and making sure they feel seen and
heard
--- Conduct various tasks around the office such as managing
spreadsheets, writing emails, faxing and copying, and transcribing
notes to make sure all processes run smoothly
--- Supervise new client onboarding and current client files
through data entry and paperwork collection to ensure our cases are
managed efficiently
Qualifications:
--- Firm knowledge of spreadsheet and data management, as well as
computer skills
--- Previous experience with CRM and case management software
desired
--- Customer service or sales experience a plus
--- Excellent and empathetic verbal and written communication
skills required
--- Background in the legal industry preferred
--- High school diploma or equivalent needed, while a Bachelor's
degree is desired
--- Proficiency with Microsoft Office products, especially
Microsoft Excel
About Company:
Victorium Legal, Inc. specializes in estate planning and
administration for business owners and Trust, Employment and Real
Estate Litigation matters. We strive to create an experience that
is unlike other law firms. We serve with heart, we value our team,
and client's comfort and satisfaction is our primary concern. We
have made it our mission to stand out by combining top-notch legal
advice with real-world solutions that make sense and give our
clients peace of mind.
Keywords: Victorium Legal, Inc., Union City , Intake Specialist, Other , Woodland, California
Click
here to apply!
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