Client Intake Specialist
Established Workers' Compensation and Personal Injury Law Firm has immediate openings for a Bi-lingual, Full-Time, Client Intake Specialist at our Milton office. The primary responsibilities will be receiving incoming client calls and also initiating outbound client calls, completing full case intakes, sending electronic authorizations, following-up with clients, and other duties as needed. The ideal candidate must be able to multi-task in a fast-paced environment and possess excellent verbal and written communication skills.
Receives incoming client calls and initiates outbound calls to potential clients, as received electronically and by live transfer
Uses discretion and independent judgment in handling client claims and forwards completed intake to appropriate attorneys for review
Uses Salesforce software to enter all case and client details, and maintains detailed logs and task history within the database
Conveys accurate information to clients with regard to different case types with confidence and assurance
Sets the tone and pace of all calls, while maintaining a professional attitude and showing empathy and patience when speaking with potential clients
Demonstrates ability to converse with varying client personalities to collect pertinent details to determine the viability of their claims
Possesses the ability to accurately translate verbal information into written correspondence
Treats calls consistently, whether it is 4:30 on Friday or 8:30 on Monday morning
Demonstrates the ability to prioritize and escalate client calls appropriately
Possesses strong technical capability and proficiency with Microsoft Office Suite
Has the ability to absorb, retain and apply new information
Performs work in a detail oriented and methodical manner
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role, however the employee may at times be required to sit; stand; walk; use hands to handle or feel; and reach with hands and arms. The employee must occasionally lift or move office products and supplies, up to 20 pounds.
Position Type/Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5 p.m. There may at times be an opportunity for work on evenings and/or Saturdays.
May need to travel to the firm’s Taunton office for training
Required Education and Experience
1. Candidate must have prior call center experience
2. Bi-lingual (Spanish/English or Portuguese/English)
Preferred Education and Experience
1. Inbound and/or Outbound sales experience
2. Experience with Salesforce software
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Keches Law Group is an equal opportunity employer. Keches Law Group does not discriminate on the basis of race, ancestry, national origin, color, religion, gender, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.