Customer Intake Specialist

About the Position This role is an important part of our intake/sales team. Some of the responsibilities include handling the following: Initial contact: Answer calls and emails from potential clients, answer initial questions, and make them feel comfortable. Volume of 40-50 leads per day. Information gathering: Collect essential client details and information about the legal issue, such as personal details, case specifics, and relevant documents. Case evaluation: Complete initial screening to determine whether an attorney should review their record further. Collect Payments: Collect payments from new clients, send contracts, and set up online client accounts. Communication: Maintain communication with clients and leads, providing updates and addressing concerns as needed. Flexible: Be flexible and able to assist the team with additional services as needed. Hours Full time (40 hours per week). M-F – must be available from 8:00 am – 6:00 pm. You will be scheduled to work 8 hours per day. Current schedule requires 3 days in office, with 2 days remote. This may adjust in the future or based upon a decision at the time of hiring based upon where you live. Location Requirements You must live in one of the following areas: Utah County, Utah; Salt Lake County, Utah; Orange County, California; Los Angeles County, California; Riverside County, California; San Bernardino County, California; San Diego County, California or, potentially, within the State of Virginia. If you live in California, you should plan on commuting to Orange County regularly. If you live in Utah, you should plan on commuting to Utah County regularly. If you live in Virginia, it would be a fully remote position, although some travel would be required to either Utah or California. Benefits Competitive bonus structure Sick leave Paid time off Paid holidays Retirement plan with employer matching at Guideline (a top notch, low fee 401K provider) Hybrid work (home and office) Health/Dental/Vision insurance plans with dependent benefits (UHC and Guardian) with competitive employer contributions. Required Qualifications Bachelor's degree and/or Paralegal Certificate preferred Mastery of the English and legal language, both written and spoken Desire to help people move forward from their pasts 1-5 years of experience in a fast-paced position which requires managing multiple tasks and providing polished writing products preferred. Required Skills Strong computer and internet skills including knowledge of Microsoft Office, including Word and Excel. Able to adapt to use our CRM software Affable disposition who enjoys team camaraderie. Honest, trustworthy, hardworking. Self-starter, ability to prioritize, stay on task, and work independently. A problem solver who strives to reduce the workload on others by finishing tasks without leaving loose ends. Goal-oriented and efficient, while remaining thorough and accurate. Ability to work independently, manage large workloads, and keep deadlines. Necessary Equipment Access to stable high speed internet (required for working hybrid) Valid driver's license Application Process Required Documents Cover letter Resume References Recommended Documents School transcripts Letters of recommendation #J-18808-Ljbffr