Client Engagement Specialist

Gardner & Mendoza, P.C; Virginia Beach (VA); On-site; USD 15,000 - 22,000; Full time

Benefits offered by this job

Generous vacation and sick time

Health and dental insurance

Retirement plan with company match

Short-term disability

11 federal holidays paid

1 week office closure during holidays

Job summary

Gardner & Mendoza, P.C in Virginia Beach seeks a bilingual Client Engagement Specialist. This full-time, in-office position requires management of call intake for immigration services. The ideal candidate will have at least 2 years in legal sales, exceptional communication skills, and strong organizational capabilities. Benefits include health insurance, retirement plan with company match, and generous vacation time, among others. Join a dedicated team at our premier immigration law firm and make a difference!

Qualifications

• Minimum of 2 years of experience in immigration legal sales.
• Ability to manage multiple databases.
• Professional, compassionate attitude required.

Responsibilities

• Conduct intake interviews with potential new clients.
• Book paid legal consultations for eligible callers.
• Maintain client management database.

Skills

Bilingual (Spanish/English)

Strong organizational skills

Exceptional writing and communication skills

Attention to detail

Client-focused attitude

Tools

Monday.com

GoHighLevel databases

Job description

Our team is looking for an experienced, bilingual (Spanish and English) Client Engagement Specialist.

We are the premier immigration law firm in Hampton Roads and have been helping families and businesses for over 25 years.

This is a full-time, in office position where you will be a critical member of our intake team. The ideal candidate believes that sales is not something you do to someone, but for someone, has sales experience, understands complex immigration processes, and is driven to retain new clients. We want a team-player who is caring, dependable, is a good listener but aims to ease concerns of callers. This position is not a typical sales position. You'll manage multiple demands at once, so knowing what matters most - and acting on it - is essential.

Location

Virginia Beach, VA

Job Type

Full-Time, In Office

Schedule

Monday - Friday, 9:00 AM - 5:00 PM

Base Pay Range

Starting at $15.00 per hour with opportunity to increase based on experience.

Benefits

• Generous vacation and sick time
• Health and dental insurance with company contribution
• Retirement plan with company match
• Short-term disability
• 11 federal holidays paid during office closures
• 1 week office closure during December/January holidays

Position Requirements

• Bilingual (Spanish/English)
• Minimum of 2 years of experience in immigration legal sales.
• Strong organizational and technology skills with the ability to manage multiple databases.
• Exceptional writing, grammar, and communication skills.
• Strong attention to detail and care in handling confidential information.
• Professional, client-focused, and compassionate attitude.

Preferred Qualifications

• Previous experience with Monday.com and GoHighLevel databases

About the role

The Client Engagement Specialist is responsible for accurately qualifying callers to determine if assistance can be provided by the firm’s legal team. The position requires conducting intake of prospective new clients (“PNC”), collecting relevant information and ensuring a smooth transition to the legal team. Additionally, Client Engagement Specialists monitor and report intake data, lead quality, and meet targets for legal consultations with firm attorneys. While the Client Engagement Specialist does not provide legal advice, the goal of the position is to analyze the caller’s personal immigration situation and determine if they are a good fit for our team’s legal services by offering a one-on-one consultation with an attorney.

General Tasks and Responsibilities

Intake

• Conduct intake interviews with potential new clients to determine if their case qualifies for legal assistance
• Book paid legal consultations for eligible callers
• Maintain information in the client management database
• Perform follow-ups with qualified leads
• Assist with marketing and campaign adjustments to improve lead quality
• Respond to inquiries and provide additional resources and referrals
• Assist with the maintenance of intake scripts to collect needed information from callers that are used to qualify their case
• Communicate internally with the intake team regarding voicemails, messages, and missed calls for follow up
• Ensure a smooth transition from new caller to client during the handover process to the legal team

Reporting

• Update designated trackers to report on call volume, lead information, quality of leads, and retained client information to designated individuals
• Conduct system audits to ensure information is maintained with the most relevant status in the pipeline and field completion
• Assist other Client Engagement Specialists, Sales Manager, or other designated team members with tracking necessary datapoints

Equal Opportunity Employer: Our firm is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.