Job description
Our growing firm is looking to hire an experienced Intake Manager 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 Manager 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 attorneys to complete the initial consultation process
· Assist attorneys with administrative tasks related to opening new cases and maintaining databases
· Write emails, take notes, research cases, fax, copy, and create spreadsheets to track referrals, clients and other pertinent information.
· Performs other related duties as assigned.
*The company reserves the right to add or change duties at any time.
Required Skills/Abilities:
· 3-5 years of management 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
· Employment Law Experience
Physical Requirements:
· Prolonged periods sitting at a desk and working on a computer.
· Must be able to lift up to 15 pounds at times.
Job Type: Full-time
Work Remotely: No
Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
...a 12-month employment program in the US under a J1 professional exchange visa. Only eligible candidates are to be selected for this opportunity. Candidates must pay job placement, Visa sponsorship, invitation and work authorization fees in case of successful placement....
...Mortgage Loan Closer, you'll directly impact new homebuyers by setting up internal closing controls, managing the closing schedule, and preparing loan documents for closing. Your attention to detail and follow-up skills when reviewing all closing files will make you an asset...
...really will change lives. ** Hybrid Role- Must have the ability to work onsite in Portland, OR 4 days a week ** Our MSP Staffing Specialist is accountable for: Providing expertise to hiring managers according to our client compliance process for onboarding...
...Primary Function Manage/lead the preconstruction/sales effort, for assigned projects in the Santa Ana Construction group. Develop sales... ...ssDevelop/expand understanding of design principles for HVAC, plumbing, controls, and process piping as required to perform preliminary...
...Familiarity with HTML, CSS, and JavaScript is a plus. Marketing & Analytical Skills ~ Strong grasp of keyword research, CRO, and A/B testing. Interpersonal & Organizational Skills Self-motivated and collaborative team player. Strong organization...