Intake Specialist

Kelley, Grant, & Tanis, P.A.

Intake Specialist

Boca Raton, FL
Full Time
Paid
  • Responsibilities

    Looking for a chance to join a team of dedicated legal professionals? Our law firm is expanding and needs the help of an intake specialist to take our client relations to the next level. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, has experience with maintaining a CRM, and has a dedication to customer service. You’ll have an opportunity to help a thriving law firm succeed and make a tangible difference. If this sounds like a job you’d love, apply now! Responsibilities: • Develop and maintain client relationships through effective communication and service. • Respond to phone and web inquiries and assess potential clients’ legal service needs. • Implement strategies to enhance client satisfaction and retention. • Maintain organized records of client interactions and follow-ups. Qualifications: • Strong ability to communicate eloquently and empathetically a must • Sales or customer service experience highly valued • Previous legal experience a plus • Solid data entry, spreadsheet management, and computer skills • Familiarity with case management and CRM systems a bonus • Skilled with Microsoft Office, especially Microsoft Excel • Prefer 2+ years of sales experience, ideally in real estate or legal fields; open to training the right candidate. Compensation: $50,000 - $60,000 yearly

    • Develop and maintain client relationships through effective communication and service. • Respond to phone and web inquiries and assess potential clients’ legal service needs. • Implement strategies to enhance client satisfaction and retention. • Maintain organized records of client interactions and follow-ups.

  • Compensation
    $50,000-$60,000 per year