Intake Specialist

Company: Vayman & Teitelbaum, P.C.
Location: Roswell
Posted on: April 18, 2024

Job Description:

Our rapidly-growing law practice is seeking a full-time legal intake specialist to join our team! You'll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We'll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!

Success measured and bonus structure tied to appointments being booked. The more effort put in will output more bonus money.

Responsibilities:

--- Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team
--- Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner
--- Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files
--- Manage attorney schedules, including prospective client consultations, to foster caseload growth
--- Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
Quickly assess the need the potential client has for our services. Move through the call efficiently while adhering to a workflow.

Qualifications:

--- Strong ability to communicate eloquently and empathetically a must
--- Previous experience with CRM and case management software desired
--- Firm knowledge of spreadsheet and data management, as well as computer skills
--- High school diploma or equivalent required; Bachelor's degree preferred
--- Background in the legal industry preferred
--- Customer service or sales experience a plus


About Company:
Vayman & Teitelbaum, P.C. is a law firm specializing in family law and probate. With offices in Alpharetta, Marietta, Lawrenceville, Atlanta (Buckhead), and Cumming, we serve clients' needs in north metro Atlanta.

Founded in 2010 with a focus on family law litigation, we help our clients navigate the difficult task of divorce and the associated issues that arise from divorce, including child custody, alimony, and the division of property.

We have cultivated a fantastic team and business culture. Our team of hardworking partners, associates, and support staff are individually accomplished, earning numerous awards and accolades. Our team works hard to achieve the best results for our clients in a friendly environment for our employees.

Keywords: Vayman & Teitelbaum, P.C., Roswell , Intake Specialist, Other , Roswell, Georgia