Intake Specialist
Company: The Wagon Legacy
Location: Orange
Posted on: April 15, 2024
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Job Description:
Looking for a chance to join a compassionate team of dedicated
legal professionals? Our law firm is growing and needs the help of
an intake specialist to take our client relations to the next level
and contribute to our growing caseload. Our ideal candidate is
great on the phone, a naturally compassionate and empathetic
listener, and has a dedication to customer service and a passion
for helping those in need. You'll have an opportunity to help a
thriving law firm succeed and make a tangible difference in our
clients' lives every day. If this sounds like your passions; apply
now!
We are a small but fast-growing law firm that focuses on bringing
clients peace of mind in the areas of Estate Planning, Special
Needs Planning, Trust Administration, and Probate located in
Placentia, CA.
We are looking for an Intake Specialist who is looking to grow
while being part of a great team that is doing great work!
Our ideal candidate will be punctual, reliable, and have tremendous
organizational skills. Are you familiar with office equipment and
technology? Our next team member is.
Do you enjoy being part of a team while working on individual
responsibilities? Our next team member does. Additionally, our team
members have excellent written and verbal communication skills.--We
believe in the team approach and our office is a team environment,
so if you are not a team player, this is not the job for you.
Responsibilities:
--- Evaluate prospective client inquiries and phone calls,
analyzing their case fit and making sure they feel seen and
heard
--- Coordinate awareness initiatives and foster relationships with
other attorneys alongside the marketing team in order to help grow
our prospective client base
--- Manage attorney schedules, including prospective client
consultations, to foster caseload growth
--- Organize paperwork and perform data entry in our case
management system to streamline new client onboarding and current
client files
Qualifications:
--- Skilled with Microsoft Office, especially Microsoft Excel
--- Sales or customer service experience highly valued
--- Previous experience with CRM and case management software
desired
--- Strong ability to communicate eloquently and empathetically a
must
--- Previous legal experience a plus
About Company:
At The Wagon Legacy, we help secure your family's future and foster
peace by crafting a clear and concise will! By clearly outlining
your wishes, you prevent probate hassles and minimize potential
conflicts among your children after you're gone. It's a thoughtful
act that ensures your legacy is carried out seamlessly.
Our Core Values are:
Attention to DetailHonestyCommunicationDoing What is Best for the
Client
Keywords: The Wagon Legacy, Santa Ana , Intake Specialist, Other , Orange, California
Click
here to apply!
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