Senior Client Intake Specialist - Immigration Case Analysts

ImmigrationJobs; California; On-site; USD 65,000 - 75,000; Full time

Job summary

An established industry player is seeking a Senior Client Intake Specialist to join their dynamic team in California. This role is pivotal as the first point of contact for prospective clients, requiring strong sales skills and a compassionate approach. The ideal candidate will thrive in a fast-paced environment, managing a high volume of client interactions while ensuring operational excellence. With opportunities for career growth and a supportive team atmosphere, this position offers a chance to make a significant impact in the legal field. Join a firm that values diversity and is committed to professional development!

Benefits

401(k)

Dental insurance

Health insurance

Life insurance

Paid time off

Paid sick time

Vision insurance

Catered lunches

Complimentary parking

Opportunities for advancement

Qualifications

• Minimum 3 years of sales experience required, customer service experience a major plus.
• Bilingual (English/Spanish) with full proficiency REQUIRED.

Responsibilities

• Screen telephone calls before scheduling an attorney-client consultation.
• Conduct potential new client interviews with genuine empathy and compassion.

Skills

Sales Experience

Customer Service Experience

Bilingual (English/Spanish)

Problem-Solving

Performance-Based Metrics

Tools

Case Management Software

Job description

Our San Jose office is looking to hire an experienced Senior Client Intake Specialist with strong sales experience and a desire to grow within the legal industry. The Intake Specialist will be the point of contact with prospective clients, will screen leads, and will be responsible for obtaining case details that will allow the firm to determine if a case should be retained. This position must be staffed by an individual who is business development oriented, and works well with people. We ask that you have a strong Immigration or Criminal Defense background and possess the ability to screen potential client calls. You will ensure operational excellence and handle a large volume of incoming client calls. The ideal candidate will be able to work some weekends and be able to commute to our Los Angeles office as is required for this role.

Responsibilities:

• Screen telephone calls before scheduling an attorney-client consultation
• Persistently monitor all potential new client inquiries (email, internet, phone and referrals)
• Immediately contact every potential client and establish relationship with client
• Update logs and reporting systems to reflect status of all potential new clients
• Conduct potential new client interviews with genuine empathy and compassion
• Schedule appointments for potential clients
• Take accurate notes during the attorney-client initial consultation
• Collaborate with our attorneys to complete the initial consultation process
• Assist attorneys with administrative tasks related to opening new cases and maintaining databases
• Follow instructions from the supervising attorney and perform accordingly
• Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets (can maintain complex spreadsheets)

Qualifications:

• Bilingual (English/Spanish) with full proficiency REQUIRED.
• Minimum 3 years of sales experience required, customer service experience a major plus
• Strong background with performance-based metrics
• Case Management software experience is a major plus
• Resourceful and motivated to solve issues as they arise
• Proven track record to meet goals and deadlines
• Must be able to work weekends
• Immigration and Criminal Defense experience is strongly preferred.

Pay Range: Junior ($20-$25/hr) Senior ($25-$28/hr)

Pay range subject to change based on experience on a case-by-case basis.

Here at The United Firm | La Liga Defensora, APC we offer medical, dental, and vision insurance. We have a great compensation package including a 401(k) plan. Some perks include catered lunches, complimentary parking, paid time off, and more! Come be a part of our growing firm and its opportunities for your career development. You will learn and develop alongside a team of professionals who aim to excel in the legal industry. Apply now!

The United Firm | La Liga Defensora, APC is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status or genetics. We are dedicated to providing an inclusive, open, and diverse work environment.

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Opportunities for advancement
• Paid sick time
• Paid time off
• Referral program
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday
• Weekends as needed

Application Question(s):

• What is your desired compensation for this role?
• Are you authorized to work in the United States?

Experience:

• Sales: 2 years (Required)
• Intake: 1 year (Required)

Language:

• Spanish (Required)

Work Location: In person