Intake Specialist
Lisinski Law Firm 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
- Lead Interviews with approved sales scripts and empathy 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
- Educate 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 all 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 contracts 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-C1
- Proficient with Microsoft Office Suite or related 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, & 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
Company Overview