Appointment Setter and Customer Service Professional

hace 6 días


Zapopan, Jalisco, México Farmer & Wright, PLLC A tiempo completo
About This Role

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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