Job Description

The Intake Specialist is a critical role; you will be the first impression of the firm to potential clients and play a vital role in providing our clients with excellent service. The position entails answering calls and meeting with prospective clients to gather pertinent details, laying the foundation of their case. A successful Intake Specialist is comfortable asking challenging questions while displaying high levels of patience, common sense, and customer service.

Essential Functions:

• Answers telephone in a polite and professional manner.
• Accepts a broad range of customer service calls and assesses the information to make informed decisions for conversion.
• Listen and identify products of service to be offered. Transfer calls as needed.
• Enters information into the case management software.
• Schedules office appointments for clients and notifies departments or locations.
• Makes recommendations for other case types that may benefit the current or potential client.
• Other duties as assigned.

Qualifications:

•   High School diploma or equivalent required.
• Prior customer service or call center experience is a plus.
• Ability to type 40-50 words per minute.
• Reliable and dependable in performing job-related tasks, finishing assigned projects, meeting deadlines, and appointments.
• Strong organizational and attention to detail skills.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) and other relevant software.
• Ability to work effectively both independently and as part of a team.

  Physical Demands and Work Environment:

• Occasionally/Frequently/Continually required to stand, walk, and sit.
• Occasionally/Frequently/Continually required to lift/push/carry items less than 10 pounds/ up to 25 pounds. 

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