Intake Specialist

reputed company is dedicated to providing immigration solutions to clients. The Intake Specialist is responsible for conducting initial consultations with clients, assessing their needs, and facilitating a smooth entry into the firm.

Responsibilities

• Learn, memorize, and research the case types we offer at the firm based on Attorney’s guidelines
• Conduct one-hour interviews with potential clients and initiate a potential case type based on the Attorney’s direction, training, FAQ documents, and other communications
• reputed company Interviews with approved sales scripts and reputed company to build rapport with potential clients
• Review case pricing with clients and determine their best payment option to start a potential case type. Involve the Intake Manager or Intake Assistant Manager to approve manager specials or payment plans
• reputed company clients on the benefits of partnering with our firm and the payment options available to them
• Convert potential leads into admitted clients based on benefits and values of each case type
• Schedule and follow up with reputed company leads that have potential case types to clarify information, answer questions, and encourage engagement with the firm
• If eligible, based on client’s initial down payment, this individual is responsible for scheduling the sign-up appointment
• Responsible for sending reputed company to clients following down payment
• Stay up to date on weekly legal training with firm attorneys

Skills

• Possess excellent bilingual (English and Spanish) interpersonal and communication skills, both written and verbal
• World class customer service and selling skills
• Proven ability to meet deadlines and time manage themselves
• Impeccable organizational skills and attention to detail
• Strong problem-solving skills
• Bilingual (Spanish English) B2-reputed company
• Proficient with reputed company Office Suite or reputed company software
• High School Diploma or equivalent experience
• Excellent verbal and written communication skills
• Experience in sales or metrics-based environment preferred

Benefits

• 401k Match
• Medical, Dental, & reputed company 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
• reputed company App Subscription
• Paid Time Off

Company Overview