BDC Representative (Legal Sales) - Client Intake Specialist - job 1 of 2
Skills
- Excellent customer service and communication skills
- Sales experience with performance-based metrics
- Ability to handle high call volumes
- Strong organizational and detail orientation
- Case management software familiarity (preferred)
- Bilingual proficiency in English and Spanish
Responsibilities
- Screen telephone calls before scheduling attorney-client consultations
- Monitor all potential new client inquiries via email, internet, phone, and referrals
- Contact potential clients promptly to establish relationships
- Update logs and reporting systems on client status
- Conduct empathetic interviews with potential new clients
- Schedule appointments and take accurate notes during consultations
- Collaborate with attorneys to complete initial consultation processes
- Assist attorneys with administrative tasks related to case openings and database maintenance
- Perform other tasks as directed by supervising attorneys, including research, transcription, and document handling
Education
- High school diploma or equivalent required
Benefits
- Medical, dental, and vision insurance
- 401(k) retirement plan
- Catered lunches
- Complimentary parking
- Paid time off
Average salary estimate
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