Intake Specialist - Anaheim California

Company: The Wagon Legacy
Location: Anaheim, California
Posted On: 04/16/2024

Looking for a chance to join a compassionate team of dedicated legal professionals? Our law firm is growing and needs the help of an intake specialist to take our client relations to the next level and contribute to our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need. You'll have an opportunity to help a thriving law firm succeed and make a tangible difference in our clients' lives every day. If this sounds like your passions; apply now!

We are a small but fast-growing law firm that focuses on bringing clients peace of mind in the areas of Estate Planning, Special Needs Planning, Trust Administration, and Probate located in Placentia, CA.

We are looking for an Intake Specialist who is looking to grow while being part of a great team that is doing great work!

Our ideal candidate will be punctual, reliable, and have tremendous organizational skills. Are you familiar with office equipment and technology? Our next team member is.

Do you enjoy being part of a team while working on individual responsibilities? Our next team member does. Additionally, our team members have excellent written and verbal communication skills.--We believe in the team approach and our office is a team environment, so if you are not a team player, this is not the job for you.

Responsibilities:

--- Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
--- Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base
--- Manage attorney schedules, including prospective client consultations, to foster caseload growth
--- Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files


Qualifications:

--- Skilled with Microsoft Office, especially Microsoft Excel
--- Sales or customer service experience highly valued
--- Previous experience with CRM and case management software desired
--- Strong ability to communicate eloquently and empathetically a must
--- Previous legal experience a plus


About Company:
At The Wagon Legacy, we help secure your family's future and foster peace by crafting a clear and concise will! By clearly outlining your wishes, you prevent probate hassles and minimize potential conflicts among your children after you're gone. It's a thoughtful act that ensures your legacy is carried out seamlessly.

Our Core Values are:

Attention to DetailHonestyCommunicationDoing What is Best for the Client More...

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