Intake Coordinator

The Law Firm of Fatima Johnson, an Immigration firm located in Indianapolis, Indiana is seeking a full-time, experienced Intake Coordinator to join our team Ideal candidate must be able to present a friendly and professional first impression to clients and work with minimal supervision in a fast-paced environment.

Culture of our Firm:

The business and social environment we operate in today has changed. What worked yesterday may not work today and will likely not work tomorrow. To thrive, we must incorporate new ways of thinking and embrace new practices. As part of our individual and agency cultural change process, it is critical that all employees of TLFFJ aspire to the following:

• A commitment to the agency's mission, vision, and values
• A commitment to excellence in everything we do
• A commitment to self-improvement
• A commitment to serving clients and providing superior customer service
• A commitment to outcomes and measured results
• A commitment to innovation

Intake Coordinator Mission:

To qualify new and prospective clients by exercising the following:

• Gather accurate up-to-date demographic information and accurately transfer that information to the computer software program.
• Gather case information and accurately transfer that information to the computer software program.
• Keep abreast of whether coworkers are in the office
• Be aware of potential client needs.
• Assist coworkers in a team environment.
• Assist potential clients in a timely, knowledgeable, friendly, helpful manner.
• Maintain and understand current computer system processes including but not limited to reporting and report review.
• Accomplish daily and monthly set duties.

Daily Tasks/Responsibilities:

Initiate information gathering from clients – including but not limited to:

• Verbally verify and accurately enter all demographic information.
• Document referral sources
• Identify other legal issues and select appropriate attorney who can help them
• Pay careful attention to notes and alerts on accounts
• Direct clients to the Zoom and telephonic conference calls
• Communicate changes in information to the appropriate party
• Follow appropriate workflows to enhance and ensure completeness.
• Document any client communication in the appropriate notes field of the software.

General Functions:

• Screen incoming calls and emails to the law firm
• Review and record potential clients' concerns by phone and email
• Schedule appointments between potential clients and legal staff
• Process and file necessary paperwork from the client and legal staff
• Coordinate schedules for clients, lawyers, and staff
• Serve as a "friendly face" and "friendly voice" of the firm
• Follow up with potential clients
• Other duties as assigned

**This description is not exhaustive. Certain tasks will change from time to time, but the core functions listed above will remain the primary responsibilities.

Required:

• Must be able to work weekdays Mon-Fri 8:30am – 5:30pm Eastern Standard Time (all year)
• Must have a quiet space to work
• Must be fluent in Spanish and English (native level English required)
• Must have at least one year of experience in customer service
• Must have 4 years of college or equivalent experience
• Proficient in Microsoft Word, Excel, Outlook
• Exceptional communication skills
• Superior decision-making skills
• Competency to serve clients from a variety of cultures

· Bring Your Own Device (BYOD) Program - must be able to provide your own equipment and set-up your own workstation

o Secured home internet access (no Hotspots) through modem or router; Preferred hard-wired connection through ethernet cable to modem

• Reliable internet connection of at least 30 Mbps download and 10 Mbps upload
• Windows desktop or laptop:
• Windows 11
• x64-based 2GHz processor
• 8 GB RAM
• 500 MB of free storage space
• Headset required
• Smartphone required

Preferred:

• Sales Experience
• Associates or Bachelor's degree in Sales/Marketing related field
• Experience using Zoho

We offer:

· 100% Remote work

· Monthly bonus

• Fully paid training
• Work from Monday to Friday with 2 days off.

Work Remotely

• Yes

Job Types: Full-time, Contract

Pay: From $13,000.00 per month

Experience:

• Sales: 1 year (Required)

Work Location: Remote