Chisholm Chisholm & Kilpatrick LTD

Customer Advocate

• Professionally manage a high volume of phone calls and email correspondence with clients and their families providing status updates and answering questions
• Utilize internal systems to retrieve relevant information and provide accurate status updates
• Adeptly multitask to ensure efficient handling of client queries while maintaining a high level of professionalism
• Draft basic forms
• Draft written correspondence to clients and VA
• Update CCK's case management program files with all client conversations, pertinent correspondence, and information
• Attend training sessions as directed by the supervisor
• Assist with the training of new Client Advocate/Paralegals as needed

Client Advocate – Paralegal

Paralegal

• Conduct research, review client files, and prepare assessments as directed concerning theories, strategy, and/or arguments in support of Agency clients’ cases
• Draft development, claims, arguments, appeals, and motions for clients’ cases
• Prioritize the completion of case core work and assignments, meet internal deadlines as set by Senior Claims Advocates, Lead Advocates, and management, and ensure that assignments are completed to meet external (i.e., VA) deadline
• Conduct interviews and promptly draft corresponding declarations with clients and third parties (e.g., client family members, friends, employers) in support of their claims
• Update CCK’s case management program files with all pertinent correspondence and information needed for reporting
• Develop an understanding of pertinent case law, etc. for application in draft claims, arguments, and appeals
• Attend training sessions
• Coordinate with other Claims Advocates, Client Advocates, Senior Claims Advocates, and Lead Advocates as necessary to accomplish workload objectives
• Complete all additional training as assigned by your supervisor
• Assist team with the training of new Claims Advocates and Client Advocates as needed

Claims Advocate – Paralegal

Attorney

• Establish the firm’s relationship with qualified potential clients by conducting interviews via telephone
• Serve as point of contact for potential clients throughout the intake process
• Manage large amounts of inbound and outbound calls in a timely manner
• Clear, concise, and accurate written and verbal communication
• Following communication “scripts” when handling different topics
• Learn about CCK’s practice areas and become conversant with the legal issues facing our clients
• Demonstrate empathy to potential clients and put them at ease during their difficult time
• Provide detailed written summaries about potential clients’ needs to attorneys
• Request and review all necessary documents from potential clients

Client Advocate – Paralegal

Claims Advocate – Paralegal

Legal Intake Specialist