Case Consultant

Essential Functions

• Answer phone calls and emails in a polite and professional manner.
• Accepts a broad range of customer service calls and assesses the information to make informed decisions for conversion.
• Listens in order to provide detailed information about the services offered, addressing preliminary questions.
• Transfers calls as needed.
• Enters information into the case management software.
• Pursues signed retainers from qualified leads.
• Schedules office appointments for clients and notifies departments or locations.
• Makes recommendations for other case types that may benefit the current or potential client.

Requirements

• A high school diploma or equivalent is required.
• Prior customer service and/or call center sales experience is preferred, with 1-2 years of experience.
• Ability to type at least 40 words per minute is necessary.
• Reliability and dependability in performing job-related tasks, finishing assigned projects, meeting deadlines, and appointments are essential.
• Strong time management and organizational skills are required.
• Excellent verbal and written communication skills are necessary.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) and other relevant software is required.
• The ability to work independently and as part of a team is important.

Physical Demands And Work Environment

• Occasionally, frequently, or continually required to stand, walk, and sit.
• Occasionally, frequently, or continually required to lift, push, or carry items weighing less than 10 pounds or up to 25 pounds.