Virtual Intake Specialist

Lisinski Law Firm, LLC; Rio de Janeiro; Teletrabalho; BRL 30.000 - 50.000; Tempo integral

Resumo da oferta

An established industry player in legal services is seeking a Virtual Intake Specialist to join their team. This entry-level role is pivotal in providing exceptional customer service and ensuring a seamless onboarding experience for clients. You will conduct virtual consultations, assess client needs, and manage case information, all while utilizing your bilingual skills to communicate effectively. If you are organized, detail-oriented, and passionate about helping others navigate their legal journeys, this opportunity offers a chance to make a meaningful impact while working in a supportive environment.

Qualificações

• Excellent bilingual communication skills in English and Spanish.
• Proficient in Microsoft Office Suite and related software.

Responsabilidades

• Conduct initial virtual consultations to assess client needs.
• Update client information in the case management system.

Conhecimentos

Bilingual (English and Spanish)

Customer Service

Time Management

Organizational Skills

Problem-Solving

Formação académica

High School Diploma or equivalent

Ferramentas

Microsoft Office Suite

Descrição da oferta de emprego

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Firm Mission Statement

About The Lisinski Law Firm

Firm Mission Statement

Our mission is to change as many lives as possible by offering immigration solutions even in the most difficult cases. We look at all possible options to keep our clients in the United States with their families where they belong. We stand ready to fight even when success seems unsure because we understand how much better life can be with the dignity and peace of mind that comes with having documents.

About The Role

The Virtual Intake Specialist performs the initial virtual or video 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 Virtual Intake Specialist plays a crucial role in providing excellent customer service and supporting the firm’s operational efficiency.

What You'll Do

• Learn, memorize, and research the case types we offer at the firm based on Attorney’s guidelines
• Assess the potential client’s situation and initiate a potential case type based on the Attorney’s direction, training, FAQ documents, and other communications
• Update and create client information in case management system including follow-up events, notes, and payment information
• Review case pricing with clients and determine their best payment option to start a potential case type
• Utilize the Attorney’s approved ethical sales scripts to convert potential leads into admitted clients
• Convert potential leads into clients based on the 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 prior to down payment
• Provide initial assistance with escalating or handling phone calls from dissatisfied clients or clients requesting additional information
  
  

Qualifications

Essential Skills, Knowledge & Abilities

• Possess excellent bilingual (English and Spanish) interpersonal and communication skills, both written and verbal
• World-class customer service skills
• Proven ability to meet deadlines and time manage themselves
• Impeccable organizational skills and attention to detail
• Strong problem-solving skills
• Proficient with Microsoft Office Suite or related software
  
  

Minimum Qualifications

• Bilingual (Spanish English) B2-C1
• Proficient with Microsoft Office Suite or related software
• High School Diploma or equivalent experience

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Legal Services

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