Welcome Coordinator: Client Onboarding & Outreach (Hybrid)

Shoup Legal, a Professional Law Corporation; Murrieta (CA); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Paid holidays

Personal time off

Health, dental, vision, and life保险

Job summary

Shoup Legal, a Professional Law Corporation in Murrieta, seeks a Welcome Coordinator for our estate planning, probate and trust administration practice. You will handle lead generation, in-person and phone meetings, data entry in our case management system, and nurturing relationships with prospective clients and referral sources.

The ideal candidate has strong written and verbal communication, at least two years of telephone experience, data entry experience, and comfort discussing complex

Qualifications

• Minimum two years of telephone experience.
• Minimum one year of data entry experience.
• Keyboarding ability, 40 words per minute.
• Superb written and verbal communication skills.
• Excellent interpersonal skills and ability to develop relationships.
• High school diploma required, bachelor's degree preferred.

Responsibilities

• Conduct in-depth in-person and telephonic meetings with potential new clients to perform a needs analysis.
• Maintain a tracking system to monitor leads, new clients, and referral sources.
• Enter client data in the case management system.
• Follow up with potential new clients who have not yet retained us.
• Find and participate in networking activities on behalf of the Firm.
• Work with the Marketing Assistant to plan networking activities for the staff and Owner.
• Produce weekly lead conversion and cost of acquisition reports for review with the Owner.
• Oversee the smooth transition of new cases to the legal team.
• Manage client feedback and reviews.

Skills

Telephone experience

Data entry

Typing 40 WPM

Communication skills

Interpersonal skills

Team player

Empathy

Relationship building

Closing sales

Adaptability

Education

High school diploma

Bachelor's degree preferred

Tools

Microsoft Office

Cloud-based software

Case management system

Job description

Shoup Legal, a Professional Law Corporation in Murrieta, seeks a Welcome Coordinator for our estate planning, probate and trust administration practice. You will handle lead generation, in-person and phone meetings, data entry in our case management system, and nurturing relationships with prospective clients and referral sources.

The ideal candidate has strong written and verbal communication, at least two years of telephone experience, data entry experience, and comfort discussing complex