Intake Specialist

hace 1 semana

Medellín, Colombia Ali Awad Law, P.C. A tiempo completo

**Virtual Sales Agent (Law-Intake)**

CEO Lawyer Personal Injury Law is a rapidly growing personal injury law firm based out of Atlanta, Georgia.

**Summary**:
As an Intake Specialist you will be our first source of contact with our clients, receiving and making calls to interact with them. In their day-to-day activities, we assist our possible clients in getting compensated for their personal injuries by qualifying their cases and answering any questions they might have.

As a Full-Time Virtual Legal Aide, you will assist our Intake department by following the responsibilities listed but not limited to the ones in this document.

**Responsibilities**:

- Organize contracts, termination letters, photos, and other documents on Dropbox.
- Answer all the inbound calls, clients, and leads with great customer service skills.
- Transfer calls to the right member of the team when needed.
- Set up Filevine projects for new clients or the tools requested.
- Register all the comments, observations, and updates.
- Review and look for new contracts to be registered into Filevine.
- Follow up on the leads assigned, ensure a great quality interaction, and clean up the old leads.
- Answer new potential clients, ask probing questions, and follow the process to complete the sign-in or escalate the call to an Intake Specialist.
- Complete the intake process of a new client to be transferred to the Pre-Litigation department.
- Complete clinic referrals, taking into consideration the client's location.
- Participate in stand-up meetings, dailies, weeklies, and monthly meetings.
- Close contracts.

**Requirements**:

- Fully Bilingual (English)
- Sales background.
- Experience in personal injury is a plus.
- Your PC or Laptop (A wired connection to your modem is recommended)
- Headset with noise canceling / quiet place to work in
- This job is remote, and you will be responsible for your local taxes.

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