Overview
We are looking for a highly motivated client intake coordinator interested in helping the firm grow. This is an excellent opportunity for an experienced sales/marketing professional looking to gain valuable skills or work in a new industry. The virtual intake coordinator will be responsible for conducting initial phone interviews {sales calls} with prospective new clients (PNCs) and scheduling consultations with our firm attorneys.
This is a vital role in which the successful candidate will be a self-motivated self-starter, with a pleasant telephone demeanor, who can handle all inbound and outbound leads generated from the Firm’s website, SEO campaigns, social media, and other marketing campaigns. Your primary responsibility is to qualify the lead, identify the legal issue and sell the services of the Firm.
If you are looking for a long-term position with great income potential, we are looking for you!
Responsibilities and Duties
* Conduct initial consultations – sales calls – with potential new clients of the firm and guide them to becoming clients of the firm through a facilitative and consultative sales process.
* Respond to potential clients via phone, email, social media, and web chat within our online booking system
* Coordinate and assist with the intake form completion prior to the scheduled consultation.
* Follow up with potential new clients that do not hire the firm.
* Seek client feedback to improve future firm-client relationships.
* New client onboarding – (retainer agreement, initial payment, welcome packet, new case/matter setup in case management system setup and send the invitation to client portal)
* Document all initiatives and prepare reports to measure data and performance
This is a results-oriented position. You must be able to convert leads into clients. Training and scripts will be provided. Incentive bonuses are available.
* Must be available during working hours: from 9:00am to 5:00pm EST (20-30 hours a week)
Please submit your resume and a cover letter addressing your preferred rate of compensation and your response to the following questions:
1. Have you ever worked for a law firm?
2. Describe any past project or job that you’ve had that is similar to this?
3. Which of the required job skills do you feel you are strongest at? Why?
4. Why do you think you are a good fit for this particular position?
About
Gray Legal, P.C. (GLPC) is a virtual law firm that helps modern businesses and families protect what matters most.
GLPC is currently going through a restructuring of practice areas as we streamline our current practice mix to include two divisions: Your Legacy Counsel, where Wills, Trusts, and Probate matters are handled by a team of skilled professionals to help clients protect their assets, loved ones, and legacy; and Bedrock Law where the legal needs of creative entrepreneurs & artists are met by providing business, entertainment, and intellectual property counsel to help them protect their brands and creative work.
Having a virtual law firm (also known as an online law office) allows us to deliver safe and secure representation to our clients, no matter where they are physically located. We use a secure client portal for all client communication and case-related documents. This is great because it gives our clients 24/7 access to everything going on with their case. And most importantly it’s secure which helps keep all communications confidential.
Qualifications
* Strong written and verbal communication, interpersonal, and customer-service skills. * Ability to work remotely, effectively and accurately * Good organizational, time management and problem-solving skills. * Ability to work well independently but more importantly as part of a virtual team (must have reliable internet, quiet working environment, and reliable computer to work virtually) * Ability to exercise flexibility, initiative, good judgment and discretion. * Must be very positive and confident in your ability to sell solutions. * Bachelor's Degree or 2yrs relevant work experience is preferred. * Previous sales and customer service/client relations experience a major plus