About the role
- Respond to incoming calls and messages, ensuring clients feel heard, respected, and supported.
- Conduct interviews and complete intake forms to gather and verify client information.
- Determine client eligibility based on established criteria.
- Clearly explain legal processes and resources.
- Facilitate timely completion of contracts and forms, including obtaining required signatures.
- Provide ongoing reassurance to clients to maintain trust and satisfaction.
- Follow up to ensure all documentation and required steps are accurately completed.
- Maintain adherence to company standards and intake procedures for consistent service quality.
- Identify and suggest improvements to enhance client experience and operational efficiency.
- Collaborate with intake or litigation support team and management to achieve performance goals.
- Participate in regular training sessions to stay informed on campaigns and procedures.
- Perform other tasks as required by management, ensuring a flexible approach to various needs.
Requirements
- Must be at least 18 years of age or older.
- Working knowledge of Microsoft Office Suite, Adobe, and other similar software.
- Must be able to read, comprehend, and follow written and verbal instructions.
- Medical, dental, and vision.
- Voluntary life, accident, critical illness, hospital indemnity, and short-term disability.
- Vacation, sick and floating holidays.
- Employee assistance program.
- Paid parental leave.
- 401(k) retirement plan.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
client supportcommunicationinterpersonal skillstrust buildingproblem solvingcollaborationflexibilityattention to detailorganizational skillstraining participation