Summary:
As an Intake Specialist you will be our first source of contact with our clients, receiving and making calls to interact with them. In their day-to-day activities, we assist our possible clients in getting compensated for their personal injuries by qualifying their cases and answering any questions they might have.
As a Full-Time Virtual Legal Aide, you will assist our Intake department by following the responsibilities listed but not limited to the ones in this document.
Responsibilities:
- Review emails and chats constantly for new leads, file setups, audits, or other requested needs.
- Organize contracts, termination letters, photos, and other documents on Dropbox.
- Answer all the inbound calls, clients, and leads with great customer service skills.
- Transfer calls to the right member of the team when needed.
- Set up Filevine projects for new clients or the tools requested.
- Register all the comments, observations, and updates.
- Review and look for new contracts to be registered into Filevine.
- Follow up on the leads assigned, ensure a great quality interaction, and clean up the old leads.
- Answer new potential clients, ask probing questions, and follow the process to complete the sign-in or escalate the call to an Intake Specialist.
- Complete the intake process of a new client to be transferred to the Pre-Litigation department.
- Send the submission emails to the Pre-Litigation department for new clients to start the case (notification).
- Complete clinic referrals, taking into consideration the client's location.
- Participate in stand-up meetings, dailies, weeklies, and monthly meetings.
- Close contracts.
Requirements:
- Fully Bilingual (English)
- Sales background.
- Experience in personal injury is a plus.
- Your PC or Laptop (A wired connection to your modem is recommended)
- Headset with noise canceling / quiet place to work in
- This job is remote, and you will be responsible for your local taxes.