Appointment Setter and Customer Service Professional
hace 6 días
We are seeking a highly skilled and bilingual Appointment Setter/Customer Service Specialist to join our team at Farmer & Wright, PLLC. As a key member of our customer service team, you will be responsible for interacting with prospective clients, scheduling appointments, and providing exceptional support to our clients.
Responsibilities:
- Conduct phone and email interviews with prospective clients to gather information about their cases
- Evaluate potential clients' claims to determine suitability for our firm
- Schedule initial consultation appointments with attorneys for promising candidates
- Onboard new clients by completing intake forms and gathering data
- Enter client information into various platforms
- Perform administrative tasks as assigned
- Handle inbound calls for potential new clients
- Make outbound calls to warm leads and follow up with new clients
- Build relationships with clients and ensure they attend their first consultation
- Set up and reschedule appointments as needed
Requirements and Skills:
- Excellent customer service skills to provide a positive experience for prospective clients
- Strong listening skills to gain a thorough understanding of claims
- Demonstrated interviewing skills to gather relevant information
- Strong written and oral communication skills to explain next steps and provide client profiles
- Basic understanding of various legal specialties to evaluate suitability
- Organizational skills to track client information
- Multitasking ability to manage multiple inquiries
- Proficiency in word processor, spreadsheet, email, and database software
- High School Diploma or equivalent
We Offer:
- Competitive salary and bonuses
- Legal Mexican benefits
- 20 days of Christmas bonus
- Food pantry and floating days
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