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Intake Specialist

3 months, 1 week ago
United States
Full-time
Junior
Customer Support
Customer and Technical Support
Apply Now
Modern Family Law

Modern Family Law

Modern Family Law provides compassionate and innovative legal representation in divorce and family law, focusing on helping modern families navigate the complexities of family dynamics while prioritizing the well-being of children.

Specialized Consumer Services
51-250
Founded 2004
View All Jobs 13

Description

  • Monitor and respond to inquiries via email, chat, and web forms and explain the intake process to potential clients.
  • Answer incoming calls professionally, manage voicemails, transfer calls, and handle follow-ups as needed.
  • Conduct conflict checks to ensure compliance with firm policies.
  • Manage, update, and maintain client records in the CRM with accuracy and timeliness.
  • Distribute, collect, and process fee agreements and credit card authorizations, including retainer fee transactions.
  • Schedule meetings and initial consultations for attorneys while coordinating client and firm calendars.
  • Follow up with potential clients by phone, email, or chat to answer questions and move them through next steps.
  • Track and log follow-up activities in the CRM to maintain a complete record.
  • Identify high-priority leads and escalate them to attorneys or senior intake team members when appropriate.
  • Participate in weekly intake meetings and collaborate with marketing, IT, sales, and other departments to improve client experience.

Requirements

  • 2-5 years of experience in sales, customer service, or a related field.
  • Experience in legal intake or a client service role is preferred.
  • Ability to work from home with a reliable internet connection and a suitable workstation during normal business hours.
  • Proficiency with Apple products and CRM systems.
  • Typing speed of 50 WPM or higher.
  • Excellent attention to detail and strong organizational skills.
  • Ability to communicate calmly, clearly, and empathetically with clients in stressful situations.
  • Ability to prioritize multiple competing tasks in a fast-paced environment.
  • Strong written and verbal communication skills.
  • Adaptability and flexibility, including the ability to work remotely and in person when required.

Benefits

  • Compensation of $20-$24 per hour.
  • Health insurance coverage options, including medical, dental, and vision.
  • 401(k) retirement plan.
  • Paid time off, including vacation, sick time, and public holidays.
  • Short-term and long-term disability coverage.
  • Life insurance options, including basic, voluntary, and AD&D.
  • Employee assistance program for personal wellness support.
  • Training and development opportunities.
  • Work-from-anywhere eligibility after 6 months.
  • Optional additional benefits such as FSA or HSA, commuter/transit benefits in some markets, and voluntary insurance programs.

Interested in this position?

Apply directly on the company website

Apply Now

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