Law Firm Client Onboarding Specialist

Safe Harbor Law Firm

Law Firm Client Onboarding Specialist

Bonita Springs, FL
Full Time
Paid
  • Responsibilities

    Benefits:

    Monthly/Quarterly Bonuses

    401(k)

    401(k) matching

    Bonus based on performance

    Company parties

    Competitive salary

    Dental insurance

    Health insurance

    Paid time off

    Training & development

    Vision insurance

    Wellness resources

    Are you passionate about helping people?

    Can you enthusiastically connect with people in person and over the phone?

    Have you learned how to ask for appointments from people that have called you and shown a strong interest in the company you work for?

    Do you have the desire to follow up with people that need help?

    Can you imagine going to work every day knowing that you're making a positive difference?

    Are you just DONE working in a job that offers poor pay, no future grow, unreasonable duties, and poor managers?

    Had the satisfaction of working for the most respected law firms in Southwest Florida?

    Like the flexibility to work part-time from home and as part of a close knit office team environment in Bonita Springs or Naples Florida?

    …….if you answered YES, then we are looking for you!

    Job Description

    We are looking for a results driven, rising superstar to join our fast moving team of Intake Specialists. The ideal candidate thrives on people, relationships, and helping others in need of legal services. We are a small business with a huge impact in our communities, helping our community protect their families for generations.

    When our prospective clients call us for help, they're often going through an emotionally difficult period. Our Intake Specialists provide our potential clients the ultimate experience. It requires the right combination of communication skills, empathy, and ability to ask and clarify the situation.

    Required Soft Skills

    · Honesty is critical and good ethical character is essential

    · Love connecting with people

    · Passionate about helping others

    · Ability to manage multiple tasks in a fast-paced environment

    · Treats a 4:30 call on Friday with the same care and compassion as one on Monday morning

    · Exceptional curiosity

    · Ownership mindset

    Bonus Qualifications:

    · Professional office experience a plus

    · Inbound sales experience is a plus

    · Experience in Intake for other law firms

    Benefits of Working at Safe Harbor Law Firm:

    At Safe Harbor Law Firm we focus on everyday people who care about their families through easy-to-understand education. We explain what they have, why they have it, and how it is helping them both during their lifetime and after they pass. We do what we say. We keep our promises. We don't take shortcuts. Each member of our team taking an important role in helping protect our clients and their families for generations. We are a firm where people are excited about what they do and who they work with. A place where leadership inspires and promotes people to become the best version of themselves both personally and professionally.