Posted 1 month ago
Intake Specialist/Receptionist
VictoriaOn-siteFull-time
AI Summary
Acts as the first point of contact for new clients, gathering case information, qualifying leads, entering data into scheduling and online systems, and handling front‑desk reception duties.
About this role
The Law Office of Bryan Fagan is a firm that excels in family, estate planning & probate, and criminal law matters. We have (11) offices in Texas: (2) offices in Houston (Corporate and River Oaks,) and (1) office in Atascocita, Humble, Kingwood, The Woodlands, Austin, Dallas, San Antonio, Fort Worth, and Humble.
Are you organized with a good work ethic, and self-disciplined? If so, we would love for you to join our growing team of Intake Specialist/Receptionist.
We are seeking an experienced and motivated individual to join our firm as an Intake Specialist/Receptionist. As part of our intake team, you are the first point of contact for most new clients, gathering case information and coordinating their entry into our system. You accurately document the clients' case details, qualify the lead before placing them in our scheduling system and directing them to the appropriate consultation process. You must have strong communication skills, experience with accurate data entry, and the desire to learn common legal terminology.
Bring your reliable and upbeat personality to our firm!
Are you organized with a good work ethic, and self-disciplined? If so, we would love for you to join our growing team of Intake Specialist/Receptionist.
We are seeking an experienced and motivated individual to join our firm as an Intake Specialist/Receptionist. As part of our intake team, you are the first point of contact for most new clients, gathering case information and coordinating their entry into our system. You accurately document the clients' case details, qualify the lead before placing them in our scheduling system and directing them to the appropriate consultation process. You must have strong communication skills, experience with accurate data entry, and the desire to learn common legal terminology.
Bring your reliable and upbeat personality to our firm!
Key Responsibilities
Responsibilities:
- Meet daily call quota to qualify potential new clients.
- Build rapport with callers via email, phone or in-person.
- Gather data from inquiries to qualify potential new clients.
- Prepare necessary reports.
- Scan documents
- Prepare documents
- Handle high volume incoming and outgoing calls
- Follow script to gather information from callers
- Enter information into an online system
- Front desk reception responsibilities required.
- Gather reports at the end of the shift
Skills, Knowledge & Expertise
- 2+ years of experience as a intake coordinator, high volume receptionist or customer service representative or office support role.
- Prior experience handling high volume call most preferred.
- Proven computer skills for look up and data entry.
- Have the ability to learn new technology and databases.
- Must have a track record of reliability and on time service.
- Have strong verbal, written, or in-person communication skills.
- Must be highly organized and be able to prioritize tasks.
- Bilingual in Spanish mostly preferred
Benefits
- 401K - with matching up to 5%!
- Medical Insurance
- Dental insurance
- Health insurance
- Vision insurance
- Life Insurance
- Long & Short Term Disability Insurance
Equal Opportunity Statement:
We recognize that diverse experiences, perspectives and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated and deeply valued.
We recognize that diverse experiences, perspectives and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated and deeply valued.
Skills
Bilingual SpanishCall HandlingCRM SystemsData EntryDocument ScanningLegal TerminologyMicrosoft OfficeOnline Scheduling Systems
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