Job Overview:

Our client is seeking a dynamic Bilingual Legal Intake Coordinator (MyCase) to join their growing criminal defense and personal injury law firm who is ready to dive in and make waves. The Intake Coordinator is a salesperson and will be responsible for building relationships with customers and driving sales of their products or services. If you're an energetic, motivated go-getter with a penchant for client service and a flair for sales, you're just the professional they need.

The Bilingual Legal Intake Coordinator (MyCase) will be responsible for coordinating and managing the intake process for new clients, providing exceptional customer service, and ensuring that all necessary paperwork and documentation is completed accurately and efficiently. This is a full-time position with a competitive salary. If you are a dedicated and compassionate individual with a passion for helping others, we encourage you to apply for this rewarding opportunity.

Schedule:

Monday - Friday, 8:00 AM - 5:00 PM EST, (McDonough, GA) with 1 hour unpaid/paid break 

Responsibilities:

• Drive sales of our products or services;
• Serves clients by selling products and meeting client needs;
• Establish new clients by planning and organizing daily work schedule to call on existing or potential sales;
• Focuses sales efforts by studying existing and potential clients;
• Keeps management informed by submitting activity and results reports, such as daily call reports, weekly work plans, and monthly;
• Recommends changes in products, service, and policy by evaluating results and competitive developments;
• Maintains professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional societies;
• Be the ultimate client liaison: answer calls and emails, schedule appointments, and provide support;
• Building and maintaining relationships with customers through regular communication and follow-up;
• Conduct initial screenings of potential clients to determine eligibility for services;
• Coordinate and schedule client appointments and follow-up visits;
• Collect and verify all necessary paperwork and documentation from clients;
• Maintain accurate and up-to-date client records and information;
• Collaborate with other staff members and service providers to ensure seamless service delivery;
• Provide exceptional customer service to clients and their families, answering questions and addressing concerns as needed;
• Participate in staff meetings and trainings as required;
• Maintain strict confidentiality.
• Adhere to all HIPAA regulations, ABA, and Georgia Bar rules regarding client information.
• Conduct On-Boarding meetings with client and attorney
• Obtain records: DL, pictures and videos of injury, etc
• Keeping accurate and up-to-date records of sales activity and customer information in our CRM system;
• Other duties as assigned;

Requirements:

• Customer service skills: client relationships
• Meeting sales goals skills
• Closing skills; Prospecting skills; Presentation skills
• Negotiation skills
• Motivation for sales.
• Knowledge of legal terminology and procedures.
• Excellent communication and interpersonal skills.
• Strong organizational and time management skills.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office and a Case Management system, preferably MyCase.
• Bilingual (English/Spanish) a plus
• Strong organizational and time management skills

Qualifications:

• Associate or bachelor’s degree in a related field preferred.
• Minimum of 2 years of experience in a similar role, preferably in a law firm setting.

Compensation:

• Commensurate with experience.

Independent Contractor Perks:

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Note:

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.