Personal Injury Intake Case Analyst
hace 5 meses
Receive and process incoming inquiries and requests for services, assessing the needs and determining the appropriate course of action
Information Gathering:
- Conduct thorough interviews with clients, collect accurate information, asking probing questions to get the whole story
Documentation:
Inquiry Resolution:
- Provide prompt and professional responses to inquiries, addressing questions, concerns and providing accurate information or direct to the relevant parties
Screening and Qualifications:
- Assess client qualifications for a case based on predetermined criteria, making informed decisions, and referring ineligible clients to alternative resources/ services
Follow-Up:
- Maintain regular communication with clients to ensure a smooth transition into the firm's services
Communication: With legal professionals and staff, clients and prospects, and leadership
Qualifications/ Experience:
- Bachelor's degree in a relevant field or equivalent work experience
- Previous inside sales/ account management experience
Analytical skills
- Previous CRM (Customer Relationship Management) (Customer Relationship Managment software) experience
- Personal injury legal experience a PLUS
- Solid understanding of and use of Strategic Selling techniques
- Must understand the sales funnel process.
- Ability to overcome objections and high persuasion.
**Requirements**:
1. Previous CRM (Customer Relationship Management) (Customer Relationship Managment software) experience
2. Personal injury legal experience a PLUS
3. Solid understanding of and use of Strategic Selling techniques
5. Must understand the sales funnel process.
6. Ability to overcome objections and high persuasion.
**Schedules**: 6 P.M. a 1 A.M. - 1 A.M. a 8 A.M.
Tipo de puesto: Tiempo completo, Indefinido
Sueldo: $2.900.000 - $3.100.000 al mes
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