Client Intake Specialist
Company: Neeley Law
Location: Tempe
Posted on: June 19, 2022
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Job Description:
Neeley Law is seeking a full-time legal intake specialist to
join our team! You'll survey prospective clients and empathize with
them on the details of their cases, manage new client onboarding
and data entry, and help our lawyers book and manage their
appointments. We'll provide the training and resources to help you
flourish in your role on a friendly and dynamic legal team. If you
have prior customer service experience, great communication skills,
and a passion for helping others, apply today!
Responsibilities:
Survey potential clients to determine the right fit with our
practice, while listening to all phone calls in an empathetic
manner
Conduct various tasks around the office such as managing
spreadsheets, writing emails, faxing and copying, and transcribing
notes to make sure all processes run smoothly
Work with marketing to collaborate on outbound sales tactics and
partnerships with other law firms in order to help bring in new
cases
Organize paperwork and perform data entry in our case management
system to streamline new client onboarding and current client
files
Set appointments for potential clients that meet our criteria to
keep our lawyers' schedules organized and grow our caseload
Qualifications:
Previous legal experience a plus
Full familiarity with the Microsoft Office suite, with advanced
Excel proficiency
Strong computer and data entry skills
Possesses outstanding communication skills and sense of empathy
Previous experience with CRM and case management software
desired
About Company:
Neeley Law is Arizona's premier consumer bankruptcy firm. We are
changing the way people feel about hiring an attorney by delighting
our clients with exceptional legal services, unparalleled empathy,
and tools to empower them to rebuild their financial lives and
prosper in the future.
Keywords: Neeley Law, Tempe , Client Intake Specialist, Other , Tempe, Arizona
Click
here to apply!
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