Legal Firm Intake Specialist - Part Time

Cohen Law Group; Florida; Sur place; USD 22 000 - 30 000; Temps partiel

Résumé du poste

Cohen Law Group in Florida seeks a Client Intake specialist to welcome new clients, conduct intake calls, and guide them through early case steps. The role emphasizes bilingual English/Spanish communication and a friendly, persuasive phone manner.

This part-time position involves handling high call volume, gathering preliminary information, and coordinating with attorneys during initial reviews. Proficiency with Word, Excel, and File Vine is valued, along with teamwork and attention to detail.

Qualifications

• Fluent in English; Spanish preferred.
• Background in phone sales.
• Strong communication and customer-service orientation.
• Detail-oriented with ability to handle confidential information.
• Able to pass a background check.

Responsabilités

• Handle a high volume of calls to and from clients.
• Lead conversations to obtain preliminary case information and overview of the Firm's services.
• Assist clients with initial case documentation.
• Connect clients with attorneys and support staff during initial review.
• Close the initial client engagement quickly to move cases forward.
• Draft documents, calendar, scheduling, research, and file management with accuracy.

Connaissances

Bilingual English/Spanish

Phone sales experience

Strong communication skills

Attention to detail

Team player

Pursuit of justice

Outils

Microsoft Word

Microsoft Excel

File Vine

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