Intake Support Specialist
November 3
Description
• The Intake Support Specialist performs the initial consultation with our clients to determine which of our services fits their specific situation. • The specialist then provides information to the Attorney so they can verify whether we can confidently win the case for the client. • Learn, memorize, and research the case types we offer at the firm per Attorney’s guidelines. • Qualify each client for a potential case type based on the Attorney’s direction, training, FAQ documents, and other communications. • Review case pricing with clients and determine their best payment option to start a recommended case type. • Use the Attorney’s approved ethical sales scripts to convert potential leads into admitted clients. • Convert qualified leads into clients based on the benefits and values of each case type. • Schedule and follow up with all leads that have potential case types. • Assist with escalating phone calls from dissatisfied clients or clients requesting additional information.
Requirements
• Bilingual (Spanish English) B2 • Proficient with Microsoft Office Suite or related software • High School Diploma or Similar
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