Legal Intake Specialist
Professional Alternatives
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Job ID#: 24985
Great opportunity in the Galleria for an intake specialist!
In this role you will be responsible for communication with clients, client intake processes, providing excellent customer service, handling matters, and demonstrating strong interpersonal skills in a legal setting.
Qualifications
- Excellent Communication and Interpersonal Skills
- Experience in Client Intake and Customer Service
- Ability to multitask and prioritize tasks effectively
- Strong attention to detail and organizational skills
- Previous experience in a legal setting is a plus
- Perform follow-up calls/emails/texts to potential clients.
- Prepare and send new client paperwork and correspondence; follow up with potential clients to obtain required documents or information to complete the intake process.
- Relay decision to decline to potential clients once case has been rejected by Intake or an attorney.
- Maintain meticulous records in firm case management system updating Matters as tasks are completed.
- Assist other departments if needed.
- Perform other duties as assigned by management.
Qualifications:
- High School Diploma or GED; Bachelor’s degree preferred
- One (1) more years of experience performing intakes for a law firm
- Ability to work non-traditional work hours when necessary
- Proficient with Microsoft office suite, outlook, internet, and learning new systems and software
- Basic knowledge of legal terminology, intake processes, and best practices
- Highly organized and detail-oriented
- Excellent oral and written communication skills
- Exceptional time management skills with the ability to complete tasks with conflicting deadlines
- Excellent customer service skills, with the ability to relay empathy for others’ situations
- Excellent judgment with the ability to work under limited supervision
- Ability to interact professionally with people from various backgrounds
- Ability to work effectively as part of a team and as an individual contributor
- Willingness to support coworkers in whatever way necessary
Firm offers excellent 100% paid benefits and 401K with match!
Founded in 1998, Professional Alternatives is an award-winning recruiting and staffing agency that utilizes technology and relationships to deliver top talent. Connect with us today!
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*Due to the high volume of applications we receive, we are not able to personally respond to all applicants. However, if you are selected to move forward in the hiring process, you will be contacted regarding next steps.