BDC Representative (Legal Sales) - Client Intake Specialist

Responsibilities

• Screens telephone calls before scheduling an attorney-client consultation
• Persistently monitors all potential new client inquiries (email, internet, phone and referrals)
• Immediately contacts every potential client and establishes a relationship with the client
• Updates logs and reporting systems to reflect the status of all potential new clients
• Conducts potential new client interviews with genuine empathy and compassion
• Schedules appointments for potential clients
• Takes accurate notes during the attorney-client initial consultation
• Collaborates with attorneys to complete the initial consultation process
• Affords assistance to attorneys with administrative tasks related to opening new cases and maintaining databases
• Fulfills instructions from the supervising attorney and performs accordingly
• Writes emails, transcribes notes, researches legal documents, faxes, copies, and creates spreadsheets (maintains complex spreadsheets)

Qualifications

• Bilingual (English/Spanish) with full proficiency
• Minimum 3 years of sales experience required, customer service experience a major plus
• Strong background with performance-based metrics
• Case Management software experience is a major plus
• Resourceful and motivated to solve issues as they arise
• Strong attention to detail
• Proven track record to meet goals and deadlines
• Must be able to work weekends*

Benefits

We offer medical, dental, and vision insurance. Our compensation package includes a 401(k) plan. Additional perks include catered lunches, complimentary parking, paid time off, and more!

Company Information

The United Firm | La Liga Defensora, APC is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status or genetics. We are dedicated to providing an inclusive, open, and diverse work environment.