High-Impact Client Intake & Engagement Specialist

Frost Law; Annapolis (MD); On-site; USD 42,000 - 54,000; Full time

Job summary

Frost Law, a growing Annapolis-based firm, is seeking an Intake & Engagement Specialist to deliver a positive client experience. You will manage high-volume inbound and outbound calls, perform intake appointments, and guide prospective clients through our engagement process.

The ideal candidate has 2+ years of customer service experience, is willing to work in-office, and can navigate CRM systems like Google Workspace, HubSpot, or Clio.

Qualifications

• 2+ years of customer service experience, preferably over the phone or in a call center.
• Google Workspace, HubSpot, or Clio experience is a plus.

Responsibilities

• Lead Interaction: be the first point of contact for leads seeking legal assistance and conduct intake appointments.
• Case Assessment: evaluate the potential viability of cases based on collected information and firm qualifications.
• Follow-up with callers in a consistent and respectful manner.

Skills

Customer service

Call center experience

Communication skills

Empathy

Organizational skills

Tools

Google Workspace

HubSpot

Clio

Job description

Frost Law, a growing Annapolis-based firm, is seeking an Intake & Engagement Specialist to deliver a positive client experience. You will manage high-volume inbound and outbound calls, perform intake appointments, and guide prospective clients through our engagement process.

The ideal candidate has 2+ years of customer service experience, is willing to work in-office, and can navigate CRM systems like Google Workspace, HubSpot, or Clio.