Position Overview: Our Virtual Intake Specialists are dedicated professionals responsible for the initial contact with clients, gathering essential information, and ensuring a smooth onboarding process for legal or service-related firms.
Key Skills:
- * Strong communication and interpersonal skills
- * Sales Skills
- * Experience with closing techniques and handling objections
- * Excellent organizational skills and attention to detail
- * Proficiency in office software and client management systems
Key Responsibilities:
- * Conduct initial interviews with clients to gather relevant information
- * Assess client needs and determine eligibility for services
- * Document and maintain accurate records of client interactions
- * Schedule consultations and follow-up appointments as needed
- * Answer inquiries and provide information about services offered
- * Coordinate with other team members to ensure efficient client processing
- * Prepare and send out welcome packets or onboarding materials
- * Maintain confidentiality and adhere to privacy regulations
