Intake Specialist

Holstrom, Block & Parke; Corona (CA); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

401(k) with employer matching

Alternative work schedule

Bonus opportunities

Job summary

Holstrom, Block & Parke, a Professional Law Corporation, seeks an Intake Specialist for the Corona office. The role requires handling client inquiries with knowledge of family law, estate planning, probate, and related areas.

You will answer questions, communicate with clients, and manage multiple tasks in a high-demand environment. This full-time position offers a competitive compensation package, including a 401(k) with employer matching and an alternative schedule that enables early Friday

Qualifications

• Experience handling intake and client communication in a law firm environment is preferred.
• Ability to manage multiple tasks and maintain professionalism under pressure.

Responsibilities

• Screen calls from potential clients.
• Perform initial telephone conference of potential client.
• Input data from telephone conference into internal tracking system.
• Schedule conferences with potential clients and available attorneys.
• Draft retainer agreements for potential clients.
• Maintain ongoing communication with potential clients about intake.
• Track marketing campaign performance and firm visibility.
• Keep track of retainer quantity.
• Communicate with attorneys before intake and follow up after retention.
• Assist on cases by faxing, mailing, drafting correspondence.

Skills

Screen calls

Telephone conference

Data entry

Schedule meetings

Draft retainer

Client communication

Marketing tracking

Retainer tracking

Interdepartmental coordination

Job description

Description

Holstrom, Block & Parke, a Professional Law Corporation is a prestigious law firm that seeks candidates that are interested in working for a firm that offers a highly competitive salary and benefits package to chosen candidates. We are looking to hire individuals in our Corona office for our Intake Specialist position. Applicants should have knowledge of family law, Estate Planning, Probate, Trust Administration and Conservatorships, be comfortable answering questions, and dealing with various personalities.

• Screen calls from potential clients
• Perform initial telephone conference of potential client
• Input data from telephone conference into internal tracking system
• Schedule conferences with potential clients and available attorneys based on the potential client’s needs
• Draft retainer agreements for potential clients
• Ongoing communication with potential clients regarding intake process
• Track marketing campaign performance and monitor firm visibility
• Keep track of retainer quantity
• Communicate with attorneys prior to client intake and consultation, as well as follow up after retention
• Assist on cases as needed by faxing, mailing, drafting any correspondence needed

Job Type

Full-time

Description

Holstrom, Block & Parke, a Professional Law Corporation is a prestigious law firm that seeks candidates that are interested in working for a firm that offers a highly competitive salary and benefits package to chosen candidates. We are looking to hire individuals in our Corona office for our Intake Specialist position. Applicants should have knowledge of family law, Estate Planning, Probate, Trust Administration and Conservatorships, be comfortable answering questions, and dealing with various personalities.

We are looking for highly motivated individuals who possess the ability to manage their time and tasks effectively. They will also be able to keep an upbeat attitude under high stress situations and while speaking with clients.

This is a full-time position with a very competitive compensation and benefit package which includes a 401(k) with employer matching. We offer numerous employee centric benefits and an alternative work schedule, which allows the staff to leave early on Friday.

Compensation Range: $18.00 - $22.00 per hour plus bonus opportunities

Salary Description

$18 - $22 per hour