Intake Sales Specialist

Profile

Intake Sales Specialist

The candidate will screen telephone calls before scheduling an attorney-client consultation. Persistently monitor all potential new client inquiries (email, internet, phone, and referrals). Immediately contact every potential client and establish a relationship with the client. Update logs and reporting systems to reflect the status of all potential new clients. Conduct potential new client interviews with genuine empathy and compassion. Schedule appointments for potential clients. Take accurate notes during the attorney-client initial consultation. Collaborate with our attorneys to complete the initial consultation process. Assist attorneys with administrative tasks related to opening new cases and maintaining databases. Follow instructions from the supervising attorney and perform accordingly. Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets (can maintain complex spreadsheets). Should have 3+ years of sales experience required, customer service experience is a major plus. Case Management software experience is a major plus. Spanish skills are required.

Company info

The Matian Firm APC
3701 Wilshire Blvd Suite 210
Los Angeles
California
United States 90010
Website : https://matianfirm.com