Client Service & Intake Specialist

Job Description

Job Description

We at The Simone Law Firm, P.C. are a collaborative, welcoming, and positive team. We authentically care about one another and our clients. We work hard, trust and respect one another and value the contribution that every team member makes to serving our clients. We value people who are task-focused and results-oriented yet balanced with honest and ethical work so that we can trust in each other and produce quality results for our clients. We work hard each day and take time to celebrate our accomplishments.

If you are a self-starter who enjoys working with people, managing client relations, collaborating with a team of professionals, and earning the trust of your colleagues, you might be an excellent match for our client service and intake specialist. We are looking for a mature, experienced customer service team member to be the first point of contact for our clients. You will be an integral part of developing client trust and the client relationship.

$38,000 - $50,000 yearly

The basic duties of the position are:

• Provide an outstanding experience of service and professionalism to our clients, potential clients and vendors
• Talking to potential clients to find people who are A+ clients who need the firm’s help
• Screening out unqualified leads to protect the lead’s and the attorney’s time
• Schedule consultations for new potential clients and follow up with potential clients before and after their initial consultation
• Process payments for initial consultations prior to scheduled appointment using LawPay
• Ensuring the firm calendar and sales calendars are up-to-date and organized, reflecting scheduled consultations and other important meetings and deadlines
• Smoothing out the engagement process by sending retainer agreements and requests for retainer payments and documents and following up if not received
• Following up with potential new clients who at first do not schedule consultations but may with a follow-up call
• Also serve as a part-time receptionist, answering all incoming calls to the office and ensuring all calls are answered promptly and handled efficiently and professionally

Experience and Skills Required:

• Customer service experience is required. Legal experience is a plus
• Sales experience preferred
• You must be comfortable with a computer and demonstrate proficiency with common office applications (Word, Outlook, Excel). You must have excellent spelling and grammar
• Ability to relate to individuals from diverse backgrounds to build trust and rapport
• You MUST be a positive person, maintain a positive attitude, and work collaboratively with other team members as well as current and potential clients
• Ideal candidates have phone sales experience and are able to empathize with callers who may be in the midst of a challenge and/or a deeply personal situation
• High School Diploma Required; Associates Degree or higher preferred

We serve clients in the areas of Nursing Home Law, Health Law, Elder Law, Wills and Estates, Homeowner Association Law, Real Estate, Planning & Land Use, Zoning, Corporate, Contract, Business Law, and Collection in both New Jersey and Pennsylvania.

Visit our website to learn more about who we are and what we do.

Who we are:

• Detail-oriented -- quality and precision-focused
• Outcome-oriented -- results-focused with a strong performance culture
• Stable -- traditional, stable, strong processes
• Team-oriented -- cooperative and collaborative
• Honesty – Instills respect for all and is ethical/trustworthy in all of the firm’s actions

The firm offers benefits including PTO, health, dental, and vision insurance, 401(k) with matching (after 90 days of full-time employment), and quarterly bonuses.