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About the Candidate.
Candidate has 5 years of experience in customer support, including 2 years of experience as an Intake Specialist at a Legal Firm.
International Experience:
Yes
Availability:
20 or 40 hours a week
Area of Expertise:
Client & Customer Support: Proficient in delivering exceptional support via phone, email, and chat, addressing diverse customer needs effectively.
Communication: Strong verbal and written communication skills, fostering positive client and team interactions.
Data Management: Skilled in capturing, organizing, and analyzing data for decision-making and operational efficiency.
Software Proficiency: Experienced with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Google Suite and customer relationship management (CRM) tools, including Zendesk, LawMatics and Clio Manage.
Years Experience:
5
Current and Previous Roles:
Intake Specialist, Customer Support & Technical Support, Customer Support
Relevant Experience.
Intake Specialist
Years experience:
2
Key Responsibilities:
Delivered exceptional client support via phone and email, addressing inquiries for potential, new, and current clients.
Conducted thorough vetting of potential clients to ensure alignment with business objectives.
Captured and maintained accurate client data while overseeing the on boarding process.
Organizing and maintaining electronic documents and records Schedule consultations or forward qualified leads to attorneys
Follow up with unconverted leads
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