Case Consultant

About the role

The Case Consultant is a critical role; you will be the first impression of the firm to potential clients and play a vital role in providing our clients with excellent service. The position involves responding to new client inquiries, assessing injury cases, and responding to clients with empathy and compassion. A successful Case Consultant is comfortable asking challenging questions while displaying high levels of patience, common sense, and customer service while converting leads into clients.

Responsibilities

• Answer phone calls and emails in a polite and professional manner
• Accept a broad range of customer service calls and assess the information to make informed decisions for conversion
• Listen to provide detailed information about the services offered, addressing preliminary questions
• Transfer calls as needed
• Enter information into the case management software
• Pursue signed retainers from qualified leads
• Schedule office appointments for clients and notify departments or locations
• Make recommendations for other case types that may benefit the current or potential client
• Must be open to any schedule, holiday rotation, and coverage for team members
• Other duties as assigned

Requirements

• High School diploma or equivalent required
• Prior customer service and/or call center sales experience is preferred (1-2 years)
• Ability to type 40-50 words per minute
• Reliable and dependable in performing job-related tasks, finishing assigned projects, meeting deadlines, and appointments
• Strong time management skills
• Strong organizational and attention to detail skills
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) and other relevant software
• Ability to work effectively both independently and as part of a team

Physical Demands and Work Environment

• Occasionally/Frequently/Continually required to stand, walk, and sit
• Occasionally/Frequently/Continually required to lift/push/carry items less than 10 pounds/up to 25 pounds

Benefits

• Medical
• Dental
• Vision
• Life Insurance
• Short-Term Disability (STD)
• Long-Term Disability (LTD)
• Accident Insurance
• Critical Illness Insurance
• Hospital Indemnity
• Identity Theft Insurance