Legal Firm Intake Specialist - Part Time

Cohen Law Group-Florida PA; Florida; Sur place; USD 21 000 - 30 000; Temps partiel

Résumé du poste

Cohen Law Group in Florida seeks a Client Intake specialist to handle a high volume of calls and guide prospective clients through the initial intake process. Fluency in English and Spanish is preferred, with a background in phone sales and strong communication skills.

The role emphasizes client service, teamwork, and efficient data collection using Word, Excel, and File Vine. Part-time hours are 28 per week, Monday-Thursday 9:30 AM - 2:30 PM and Friday 8:30 AM - 5:00 PM, with a focus on

Qualifications

• Proven background in phone sales and persuasive communication.
• Fluent in English; Spanish language skills preferred.
• Excellent communication and client-service mindset; detail-oriented.

Responsabilités

• Handle a high volume of calls to and from clients.
• Lead conversations with clients to obtain preliminary case information and overview of services.
• Assist clients with completing initial case documentation promptly.
• Connect clients with attorneys and support teams during initial review.
• Close the initial client engagement efficiently so cases move forward.
• Perform document drafting, calendaring, scheduling, research, and file management with accuracy.

Connaissances

Phone sales

Bilingual English/Spanish

Communication skills

Attention to detail

Teamwork

Client service

Outils

Microsoft Word

Excel

FileVine

Description du poste

Description

About Cohen Law Group

Cohen Law Group is a leading first-party property insurance litigation firm committed to delivering exceptional client service and results. Guided by our motto, "It's About Justice," we foster a collaborative, professional workplace where teamwork, integrity, and work-life balance are valued.

Position Overview

We are looking to fill an opening for a Client Intake specialist, dedicated to incoming and new clients, who is (preferably) fluent in both English and Spanish. This is a phone-heavy position and requires telemarketing / phone sales experience.

What You Will Do:

• Handle a high volume of calls to and from clients.
• Lead conversations with clients to obtain preliminary case information and provide general overview of the Firm's services.
• Promptly assist and facilitate client’s completion of initial case documentation.
• Connect clients directly with attorneys and support attorneys during initial case review.
• Close the initial client engagement process quickly and effectively, so the client's case can move forward to the next stage.
• Perform tasks including document drafting, calendaring, scheduling, research, and file management with efficiency and accuracy.

What We're Looking For:

• The ideal candidate is confident, friendly and persuasive over the phone
• Has a background in phone sales.
• Attention to detail and service-oriented disposition are highly valued in this role.
• Has great communication skills, a passion for teamwork, client service, and the pursuit of justice.
• Knowledgeable in Microsoft Word, Excel, File Vine
• Must be able to pass a background check

Hours:

• Part Time: 28 hours/week
• Monday through Thursday: 9:30 AM - 2:30 PM
• Friday: 8:30 AM - 5:00 PM