Customer Service: Consultant/intake Specialist

hace 2 meses

Jalisco del Refugio, México Legal Management Group A tiempo completo

We need an ambitious, sensitive, and outgoing Customer Service: Consultant/Intakes Specialist to join our team for a long-term position at our fast-paced, established firm.

We are looking for individuals who can pay very close attention to detail and get required information from potential and existing clients. The intake specialist should be friendly, organized, reliable and hard-working, and should be good on giving first impressions.

We help our clients from beginning to end because we deeply care about them. We need your help to communicate with our potential clients, establish an initial bond of trust, and appropriately offer our services.

We offer an exciting, supportive, and friendly environment for a well-paid, stable and fast-paced job position that offers bonuses that match the performance.

**Responsibilities**:

- Conduct in-depth in-person, virtual and telephonic meetings with potential new Clients to perform a needs analysis.
- Signing up Clients.
- Processes paperwork for new Clients efficiently and in accordance with protocols.
- Ensures that all admission forms are properly signed and filed.
- Onboard new Clients.
- Find, schedule, and participate in networking activities on behalf of Firm.
- Manage Client feedback and reviews.
- Obtains pertinent information from new clients by asking them to complete surveys or interviews courteously and professionally.
- Build and maintain relations with potential referral sources.
- Work with the Marketing Team to plan networking activities for the staff and Owner.
- Respects Client dignity and confidentiality.
- Other related tasks and responsibilities as required by the Law Firm.

**Job Requirements**
- Must be able to read, write, and speak both English and Spanish fluently in a clear and audible voice.
- Minimum five-year experience in sales.
- Minimum two-year experience in a customer service role. Must exhibit a high level of customer service in stressful situations.
- Demonstrates excellent customer service skills and the ability to calm clients who may be distraught.
- Must be able to multi-task, think fast and make decisions quickly.
- Must be comfortable working with business related computer software as well as Microsoft Office Programs (Word and Excel).
- Demonstrates the ability to use standard office equipment such as telephones, computers, copiers, fax machines and others.
- Understanding incoming caller's needs and routing appropriately.
- Possesses the ability to adjust to constantly changing workload.

**Salary**: From $1,000.00 per month

**Education**:

- Bachelor's (preferred)

**Experience**:

- Customer Service: 2 years (preferred)

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