Case Intake Specialist - CSR
Core
First point of contact for clients facing challenging situations, conducting consultations to determine case eligibility, collecting data, and scheduling appointments.
Role type
Customer service specialist (case intake)
Builds
Client intake process and appointment scheduling
Domain
Legal services / Consumer rights
Deliverable
client delivery (via careerplan.io/jobs/6147389004-case-intake-specialist-csr-at-morganmorganjobsapplynow)
Required skills
inbound and outbound calling, data collection and entry, email/text communication, typing (35+ WPM), critical thinking, adaptability
Preferred skills
empathy, compassion, teamwork, independent work
Responsibilities
Conduct consultations to determine if the firm can help clients, collect and input data regarding prospective cases, schedule appointments for callbacks, send and obtain signed retainers via email or text, accept inbound calls and place outbound calls, resolve client issues professionally
Seniority
Entry-level, individual contributor