Lisinski Law Firm · 16 hours ago
Senior Intake Specialist Bilingual
Lisinski Law Firm is dedicated to changing lives and keeping families together. The Sr. Intake Specialist will provide elevated support to clients and the Intake team, resolve complex issues, and assist in training team members to ensure a positive client experience.
Responsibilities
Support Intake team with creating and executing training for new and existing team members
Support weekly team meetings to review questions and any process updates
Supports Intake Manager with developing a business plan that covers sales, revenue, and expense controls for the local office
Assist team members with completing office open and close checklists on a daily basis
Provide guidance and support to team members to follow standard processes and create a consistent, elevated experience to all clients
Collaborate with management to review and improve customer service processes and procedures for efficiency and effectiveness
Approve payment plans or manager specials for clients, based on approved guidelines
Assist team members with understanding adhering to the Attorney’s approved ethical sales scripts to convert potential leads into clients
Work with Intake Specialists that have lower close rates by doing role plays and shadowing sessions, and provide feedback for improvement
Assist with creating new processes, SOP’s and scripts to improve the client experience
Monitor and review consultations facilitated by Intake Specialist and provide share recommendations for improvement. May also be responsible for handling complex client consultations
Assist with escalating phone calls from dissatisfied clients or clients requesting additional information
Assist the Intake Manager with tracking sales goals and reporting of results
Travel to other offices to offer support as needed
Additional duties and responsibilities, as assigned by management
Qualification
Required
Bilingual (Spanish English) B2-C1
High school diploma or equivalent experience required
Skills in analyzing metrics to provide feedback and look for areas of improvement
Advanced proficiency with Microsoft Office Suite and DropBox
Possess excellent bilingual (English and Spanish) interpersonal and communication skills, both written and verbal
Excellent time management skills with proven ability to meet deadlines and time manage themselves and others, including ability to prioritize tasks and to delegate when appropriate
Leadership qualities, including the ability to guide and support team members
Impeccable organizational skills and attention to detail
Strong analytical and problem-solving skills
Preferred
Bachelor's Degree in Business Management or Political Science preferred
Previous leadership experience preferred
Benefits
401k Match
Medical, Dental, & Vision Insurance
Options for Health Savings Account or Flexible Spending Account
Dependent Care FSA
Basic Life Insurance
Voluntary Life & AD&D
Disability Insurance
Hospital Indemnity Insurance
Employee Assistance Program
Calm App Subscription
Paid Time Off