Customer Service Representative

Profile

Customer Service Representative
The candidate will ensure operational excellence and handle a large volume of incoming client calls. Report directly to the Intake Manager. Screen telephone calls before scheduling an attorney-client consultation. Persistently monitor all potential new client inquiries (email, internet, phone and referrals). Immediately contact every potential client and establish relationship with client. Follow up with pending inquiries. Update logs and reporting systems to reflect status of all potential new clients. Conduct potential new client interviews with genuine empathy and compassion. Schedule appointments for potential clients. Take accurate notes during the attorney-client initial consultation. Collaborate with our attorneys to complete the initial consultation process. Assist attorneys with administrative tasks related to opening new cases and maintaining databases. Follow instructions from the supervising attorney and perform accordingly. Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets (can maintain complex spreadsheets). Should be bilingual (English/Spanish) with full proficiency. Must have 2-3 years of customer service and/or sales experience. Strong background with performance-based metrics are required. Should be an experienced part-time Call Center Representative with a desire to grow within the legal industry. Case Management software experience is a major plus.

Company info

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