Client Intake Specialist

Job Description

Job Description

Are you a dynamic, motivated, and compassionate sales or service professional in Portland, OR, who wants to make a real impact on people's lives? Are you interested in part-time or full-time work on a collaborative team, with base + incentive compensation? Then please apply!

Client Intake Specialists speak with potential new clients (PNCs) over the telephone, establishing and maintaining a true human connection with each person. Client Intake Specialists work with PNCs to find clarity about their situation, educate them about their legal options and costs, and help them make the best decision for their future. This position is the first step in making sure that a client is a good fit for our firm and, if so, ensures that their experience is of high and consistent quality from the very start.

$22 - $27 per hour + incentive

• Use company guidelines, scripts, and procedures to speak with PNCs, collect and document their information, provide excellent customer service, and discuss our fees and hiring process

• Stay informed and respectful of bar rules of ethics and professionalism, with special emphasis on the definition of providing legal services

• Keep detailed notes in CRM documenting all communication with the PNC both before, during, and after contact 

• Facilitate a professional introduction (“hand-off”) to the legal team (next step of sales process) and finance team for every new client

• High school diploma required; AA/BA/BS preferred

• Minimum of three (3) years of customer service or sales experience

• Experience with CRM software preferred

• Previous legal experience and familiarity with terminology a plus; experience with or exposure to a DUI case can be helpful

• Spanish fluency preferred

Skills and Abilities

• Confident, articulate, diplomatic; yet willing to speak frankly to the PNC when needed, with high emotional intelligence

• Be highly professional, personable, compassionate, and respectful to potential clients; maintain confidentiality of client information

• Learn Oregon’s DUI and traffic laws, police investigations, Oregon’s court systems, and conviction/sentencing consequences (training provided)

• Ability to be flexible, make decisions, and problem-solve under stress

• Self-Starter with strong multitasking skills

• Excellent written and verbal business communication skills

• Strong organizational skills and attention to detail; experience with detailed data entry preferred

What We Offer

• Hourly base + Bonus compensation

• 100% (FT)/50% (PT) employer-paid medical, dental, and vision insurance for employees; $50k Life Insurance

• 401(k)with 3% employer contribution after 1 year

• Employee Assistance Program

• Work-from-home day after 90 days, second day after 180

About Us

Reynolds Defense Firm is the largest DUII defense firm in the Pacific Northwest. Our passion is helping clients create success stories in the courtroom and in life. We say we care about people, and we mean it - for both clients and our employees. Having a strong sense of community within our workplace is essential. That is why nurturing our culture is just as important to us as the work that we do.

We've been voted the Best DUI Firm in the Pacific Northwest, Best of Willamette Valley, and Best of Rose City (Portland, OR) several years running. With a unique brand, stellar courthouse reputation, and an incredible group of employees, our firm is dynamic and genuine in pursuing our mission with excellence.