Welcome Team Coordinator

Responsibilities

• Congduct in-depth in-person and telephonic meetings with potential new clients to perform a needs analysis
• Maintain a tracking system to monitor leads, new clients, and referral sources
• Enter client data in the case management system
• Follow up with potential new clients who have not yet retained us
• Find and participate in networking activities on behalf of the Firm
• Work with the Marketing Assistant to plan networking activities for the staff and Owner
• Produce weekly lead conversion and cost of acquisition reports for review with the Owner.
• Oversee the smooth transition of new cases to the legal team
• Manage client feedback and reviews

Requirements

• Minimum two years of telephone experience
• Minimum one year of data entry experience
• Keyboarding ability, 40 words per minute.
• Superb written and verbal communication skills, both
• Excellent interpersonal skills and ability to develop relationships
• High school diploma required, bachelor’s degree preferred
• Experience working in a high volume customer service role
• Show the ability to interact with different types of personalities
• Show empathy to potential clients and put them at ease during a difficult time
• Know how to close a sale by creating urgency and promoting value
• Be able to think on their toes and not get discouraged when things don't go as planned
• Be willing and able to quickly learn about new topics (e.g. estate planning)
• Treat a call or meeting at 4:30 PM on a Friday with the same care and compassion as one on Monday morning
• Follow instructions and understand the importance of policies and procedures
• Be a team player that consistently acts with respect and integrity
• Have an understanding of Microsoft Office products and cloud-based software

Benefits

• Paid holidays
• Personal time off
• Health, dental, vision, and life insurance
• 401K contributions