Georgia Licensed Intake Specialist

Job Summary

A company is looking for an Intake Specialist in Georgia (Remote).

Key Responsibilities

• Respond to inquiries via email, chat, and web forms, providing information about services and setting expectations for the intake process
• Conduct conflict checks, manage client records in the CRM, and facilitate retainer fee transactions
• Schedule meetings for attorneys and follow up with potential clients to guide them through the next steps

Required Qualifications

• 2-5 years of experience in sales, customer service, or a related field, preferably in legal intake
• Proficiency with Apple products and CRM systems, with a typing speed of 50 WPM or higher
• Strong organizational skills and ability to prioritize multiple tasks in a fast-paced environment
• Client-focused mindset dedicated to exceptional service and positive client relationships