Client Intake Specialist

NJ Divorce Solutions (Previte Nachlinger, P.C.) - Iselin, NJ (30+ days ago)


NJ Divorce Solutions (Previte Nachlinger PC) is a growing law firm based in Woodbridge (Iselin), New Jersey, which provides legal representation and support to individuals in divorce and other family law related matters, including litigation, consulting and mediation services.

The Client Intake Specialist (CIS) is the direct point of contact for potential new clients (PNCs) through the intake and consultation process. The CIS is responsible for promptly responding to and managing all inquiries received by the Firm, including telephone calls, e-mail, live chats, and other sources. Additionally, the CIS will manage referrals through current clients, former clients, professional referral sources, networking and marketing events, and other sources. The CIS will simultaneously manage PNCs through various stages of the intake process, requiring the capability to be detail oriented, work in a fast-paced office environment, and schedule and prioritize personal effort. Client contact will require effective written and verbal communication skills and the ability to maintain a professional and polished presentation. The accountability of the CIS will be the focus of 1-1 coaching sessions regularly scheduled with the Management of the Firm.

What you’ll do:

  • Answer the phone in a pleasant and professional manner and redirect calls that do not relate to PNCs.
  • Handle all incoming calls from PNCs according to the policies and procedures set forth by the Firm.
  • Promptly initiate contact with PNCs in response to inquiries received via email and internet.
  • Be proactive in encouraging PNCs to set appointments.
  • Gather all pertinent information from PNCs.
  • Manage prompt scheduling and calendaring of all PNCs.
  • Maintain regular contact with PNCs through exceptional communication, by phone, email and other forms of written communication, from the beginning of the intake process until the PNC has formally engaged the Firm.
  • Evaluate a PNC’s needs to determine if we can help them and provide a general overview of the Firm’s qualifications.
  • Facilitate PNC engagement by guiding them through the intake process.
  • Perform data entry for the Firm to maintain metrics of all data relating to PNCs.

Crucial skills and qualities needed for success in this role:

  • Ability to work in a fast-paced office environment.
  • Detail oriented.
  • Effectively utilize office management software.
  • Use Microsoft Office programs including Word, Excel, and Outlook.
  • Able to maintain a professional and polished demeanor at all times.
  • Ability to work with high-stress clients who are at a difficult time in their lives and demonstrate empathy and compassion.
  • Demonstrate and promote high ethical standards, including maintaining confidentiality of all client information and Firm practices.
  • Ability to work well with others in a team environment.
  • Ability to accept direction, coaching and constructive criticism from management.
  • Desire to be actively engaged in your own professional development and success.
  • Effectively prioritize and manage time to consistently achieve weekly and monthly goals.
  • Ability to facilitate and contribute to strong, positive relationships within the various working parts of the team and the Firm.
  • Embrace innovation and change in a fast-paced environment and adjust to priorities as needed.
  • Demonstrate strong verbal and written communication skills.
  • Ability to build and sustain trusting relationships.
  • Receptive to coaching and feedback, demonstrating the desire to achieve and exceed goals.

Must-haves:

  • Must have sales experience.
  • No prior legal experience is necessary.
  • Formal education is preferred but prior work experience will be strongly considered. All candidates whose skills and experience fit the qualifications above are encouraged to apply.

We offer a competitive compensation package based upon salary and performance incentives, as well as 401(k) contributions, health benefits, and generous paid time off.

We strive to have a congenial and pleasant work environment for our team. It is important to us that our team fit in with our firm culture of providing exceptional customer service and treat everyone with respect, kindness and compassion.

If you think you have what it takes to be a member of our team, we want to hear from you! Please email a cover letter explaining why you are interested in this position along with your resume. Please write #winning in the email subject line. Applicants who do not follow these instructions will not be considered.

Job Type: Full-time

Salary: $40,000.00 to $70,000.00 /year

Experience:

  • Sales: 1 year (Required)

Education:

  • Bachelor's (Preferred)