Virtual Intake Specialist

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 Specialist performs the initial virtual or video consultation with our clients to determine which of our services best fits their specific situation. This role involves gathering information, assessing client needs and ensuring a smooth entry into the firm. The Virtual Intake Specialist plays a crucial role in providing excellent customer service and supporting the firms operational efficiency.

Schedule: Tuesday to Friday 1pm-10pm EST & Saturday 8am-5pm EST

Payrate: $6/hr + Commissions

What youll do

• Learn, memorize, and research the case types we offer at the firm based on Attorneys guidelines
• Assess the potential clients situation and initiate a potential case type based on the Attorneys direction, training, FAQ documents, and other communications
• Update and create client information in case management system including follow-up events, notes, and payment information
• Review case pricing with clients and determine their best payment option to start a potential case type
• Utilize the Attorneys approved ethical sales scripts to convert potential leads into admitted clients
• Convert potential leads into clients based on the benefits and values of each case type
• Schedule and follow up with all leads that have potential case types to clarify information, answer questions, and encourage engagement with the firm
• If eligible, based on clients initial down payment, this individual is responsible for scheduling the sign-up appointment
• Responsible for sending contracts to clients prior to down payment
• Provide initial assistance with escalating or handling phone calls from dissatisfied clients or clients requesting additional information

Qualifications

Possess 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
• Strong problem-solving skills
• Proficient with Microsoft Office Suite or related software

Minimum Qualifications

• Bilingual (Spanish English) B2+ to C1
• Proficient with Microsoft Office Suite or related software
• High School Diploma or equivalent experience

Information :

• Company : The Lisinski Law Firm
• Position : Virtual Intake Specialist
• Location : San José, Provincia de San José
• Country : CR