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Posted 6 days ago
Requirements and responsibilities
Job Overview:
- The Customer Service Representative is essential in initiating contact with potential clients, performing claim evaluations, and guiding them through the onboarding process.
- Working closely with Intake Team Leads and management, the specialist ensures that every qualified lead is handled with precision, care, and professionalism.
- This role demands a vibrant personality, strong sales acumen, and a commitment to consistency and quality in client service.
Key Responsibilities:
- Serve as the initial contact for prospective clients, assessing cases based on firm-established criteria and professionally facilitating sign-ups.
- Promptly handle a high volume of inbound calls and messages from potential clients across phone, email, chat, and text.
- Engage with clients warmly and effectively to build rapport, answer questions, and communicate necessary information.
- Collaborate with attorneys and intake teams to coordinate and manage intake schedules when needed.
- Uphold the firm’s reputation by delivering outstanding service that meets and exceeds client expectations.
Required Skills and Qualifications:
- Sales Experience: 6 months to years of sales experience, with a proven ability to influence, qualify leads, and successfully manage client intake.
- Communication Skills: Excellent verbal, interpersonal, and written communication skills, with an ability to engage clients warmly and effectively.
- Multitasking: Comfortable handling multiple tasks with frequent interruptions in a fast-paced environment.
- Organizational Skills: Strong organization, time management, and problem-solving abilities.
- Consistency: Steady work history is preferred; candidates with a track record of job stability are encouraged to apply.
- Judgment and Discretion: Demonstrates flexibility, initiative, and sound judgment.
- Vibrant Personality: Engaging, positive demeanor that builds rapport with clients and conveys trustworthiness and professionalism.
Education and Experience:
- Bachelor’s Degree (preferred) but not a must.
- 6 months to a Year of Related Experience in customer or client services, ideally in a legal, sales, or call center environment.
Optionally, you can add more information later (benefits, pre-screening questions, etc.)