Intake Specialist-Boston, MA
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The Lisinski Law Firm
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Intake Specialist-Boston, MA
The Lisinski Law Firm
Applications Closed
Posted 3 months ago
Full Time
Boston, Massachusetts
Remote OK
Smart Summary
The Intake Specialist conducts initial consultations with clients to assess their needs and determine suitable services. They are responsible for converting leads into clients and ensuring a smooth entry into the firm.
We are looking for an Intake Specialist to perform initial consultations with clients, assess their needs, and guide them into the firm. Key requirements include excellent bilingual (English and Spanish) communication skills, strong customer service and sales abilities, and proficiency in Microsoft Office Suite. A high school diploma or equivalent experience is required, with experience in a sales or metrics-based environment being preferred.
Must Have Skills for ATS
Bilingual
Interpersonal Skills
Communication Skills
Customer Service
Sales Skills
Organizational Skills
Attention to Detail
Problem-Solving Skills
Microsoft Office Suite
Time Management
Job Description
About the role
Position Overview
The Intake Specialist performs the initial consultation with our clients to determine which of our services best fits their specific situation. This role involves gathering information, assessing client needs and ensuring a smooth entry into the firm. The Intake Specialist plays a crucial role in driving revenue by delivering the highest quality service to our clients.
What you'll do
Essential Job Functions & Responsibilities
- Learn, memorize, and research the case types we offer at the firm based on Attorney’s guidelines
- Conduct one-hour interviews with potential clients and initiate a potential case type based on the Attorney’s direction, training, FAQ documents, and other communications
- Lead Interviews with approved sales scripts and empathy to build rapport with potential clients
- Review case pricing with clients and determine their best payment option to start a potential case type. Involve the Intake Manager or Intake Assistant Manager to approve manager specials or payment plans
- Educate clients on the benefits of partnering with our firm and the payment options available to them
- Convert potential leads into admitted clients based on benefits and values of each case type
- Schedule and follow up with all leads that have potential case types to clarify information, answer questions, and encourage engagement with the firm
- If eligible, based on client’s initial down payment, this individual is responsible for scheduling the sign-up appointment
- Responsible for sending contracts to clients following down payment
- Stay up to date on weekly legal training with firm attorneys
Qualifications
Essential Skills, Knowledge & Abilities
- Possess excellent bilingual (English and Spanish) interpersonal and communication skills, both written and verbal
- World class customer service and selling skills
- Proven ability to meet deadlines and time manage themselves
- Impeccable organizational skills and attention to detail
- Strong problem-solving skills
- Experience in sales or metrics-based environment preferred
Minimum Qualifications
- Bilingual (Spanish English) B2-C1
- Proficient with Microsoft Office Suite or related software
- High School Diploma or equivalent experience
- Excellent verbal and written communication skills
THIS ROLE WILL BEGIN AS A REMOTE POSITION. HOWEVER, IT WILL BECOME A FULLY ONSITE POSITION
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The Lisinski Law Firm
Our dedicated attorneys with impressive trial experience and impeccable reputations represent clients nationwide and can help change your life by legalizing your status so you can remain here with your family, for good. Our mission is to bring compassion back to law by protecting client rights, representing and fighting for what our clients deserve. Far too often we see genuine, good people silenced because they don’t have the resources they need to see their case through. Nothing can feel more intimidating than sorting through paperwork, keeping track timelines, and navigating the complex immigration system. Our attorneys advocate ruthlessly for your rights with compassionate representation. We anticipate the needs of our clients and are well-versed in proactive planning if you or a loved one are in need immigration support. As our client, you will always be our top priority. That is our promise.
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