In-Office Client Engagement & Onboarding Pro

Frost Law; Annapolis (MD); Presencial; USD 40.000 - 60.000; Jornada completa

Descripción de la vacante

Frost Law, a growing Annapolis-based law firm, seeks a motivated, relationship-driven intake professional. You will be the first voice, guiding prospective clients from initial inquiry to signed engagement, handling high-volume calls in a fast-paced environment, and owning each lead from first contact to retainer.

The role emphasizes client interaction, accuracy in document preparation, and CRM-driven record-keeping, with opportunities for growth within core business processes.

Formación

• Must have in-office work willingness and customer-facing experience.
• Experience handling high-volume inbound/outbound calls with a professional demeanor.
• Demonstrated empathy, strong communication, and organizational skills.
• Ability to adapt quickly to changing environments and priorities.
• Strong problem-solving abilities and ability to handle objections with tact.

Responsabilidades

• Serve as the first voice of Frost Law for prospective clients across channels.
• Conduct intake conversations to understand client needs and goals.
• Assess fit and match callers with the appropriate attorney.
• Own and manage timely follow-ups via phone, email, and text.
• Guide clients through engagement process and collect initial retainer.
• Coordinate signatures and approvals to keep matters moving.
• Draft and verify documents for accuracy and compliance.
• Maintain meticulous CRM records of interactions and status.
• Participate in ongoing training on procedures and terminology.

Conocimientos

High call volume

Empathy & professionalism

Interpersonal skills

Adaptability

Communication & organization

Herramientas

Google Workspace

HubSpot

Clio

Descripción del empleo

Frost Law, a growing Annapolis-based law firm, seeks a motivated, relationship-driven intake professional. You will be the first voice, guiding prospective clients from initial inquiry to signed engagement, handling high-volume calls in a fast-paced environment, and owning each lead from first contact to retainer.

The role emphasizes client interaction, accuracy in document preparation, and CRM-driven record-keeping, with opportunities for growth within core business processes.