About The Lisinski Law Firm
Firm Mission Statement
Our mission is to change as many lives as possible by offering immigration solutions even in the most difficult cases. We look at all possible options to keep our clients in the United States with their families where they belong. We stand ready to fight even when success seems unsure because we understand how much better life can be with the dignity and peace of mind that comes with having documents.
About the role
- The Virtual Intake Support Specialist provides administrative support for both current cases and potential cases being supported at the Firm. This individual is responsible for providing back-up support to the Virtual and In-Person In-Take Specialists by performing the initial consultation with clients, gathering of necessary information, and ensuring a seamless experience for the clients utilizing or considering our services. Supports the Intake Specialists (both virtual and in-person) with fielding questions and providing an additional level of customer service for our clients.
What you'll do
- Serve as back-up support for the Virtual and In-Person Intake Specialists as needed.
- Collects and processes down payments for clients.
- Complete the initial draft of contracts for new clients and update contracts as additional services are added by the client.
- Following the case initiation, schedule the initial appointment with the client.
- Complete required tasks in the case management system prior to the case being converted into a matter.
- Launch different task sets to various departments within the case management and assign to future teams to support.
- Based on each case type, ensure that the necessary information is accurately included in the case management system.
- Responsible for supporting and overseeing the “add-on” features for clients (derivative information, different case type, etc.). Review case pricing with the clients for additional services and determine the best payment option for the recommended case type.
- Follow-up and facilitate out-bound phone calls with clients who don’t convert during their initial consultation.
- Use the Attorney’s approved ethical sales scripts to provide additional services to current clients.
Minimum Education and Experience Requirements
- 1+ Years of Sales & Customer Service Experience
- Bilingual (Spanish English) B2
- Proficient with Microsoft Office Suite or related software
- High School Diploma or Similar
- Possesses excellent bilingual (English and Spanish) interpersonal and communication skills, both written and verbal
- World-class customer service skills
- Proven ability to meet deadlines and time manage themselves
- Impeccable organizational skills and attention to detail
- Proficient with Microsoft Office Suite or related software
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