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Frost Law · 11 hours ago

Intake & Engagement Specialist

Annapolis, MD

Full-time

Onsite

Entry Level

$20/hr - $24/hr

2+ years exp

Frost Law is a busy law firm seeking an Intake & Engagement Specialist who is passionate about delivering a positive customer service experience. The role involves managing high-volume calls, executing intake processes, and ensuring compliance with legal documentation, while providing direct client interaction.

ConsultingLegalProfessional Services

No H1B

Hiring Manager

Nick Sowells

Responsibilities

Serve as the first point of contact for leads seeking legal assistance through one of our communication channels

Complete scheduled intake appointments with Prospective Clients to collect necessary information

Evaluate the potential viability of cases based on the gathered information and the qualifications of our partner firm

Follow-up with callers in a consistent and respectful manner

Conflict Check Protocols - Conflict Check Protocols

Maintain accurate and organized records of all client interactions, case details, and related documents

Input data into case management systems or databases for easy access and retrieval

Putting callers in contact with attorneys who best meet their needs

Respond promptly to all customer inquiries

Engage with customers and be positive and professional Training: Participate in continuous guided and self directed training to stay updated on procedures, terminology, and best practices for client interaction

Outstanding interpersonal, communication, organizational, and problem-solving skills

Professional call center/scheduling experience a plus

Qualification

Document drafting skillsCRM System navigationHigh call volume experienceElectronic payment systemsEmpathyInterpersonal skillsOrganizational skillsProblem-solving skillsCommunication skillsAdaptability