Job Summary
This role involves overseeing the complete intake process from the first interaction with potential clients to their onboarding, which includes collecting case information and evaluating the potential for claims. The position also entails working closely with attorneys to determine the feasibility of cases and to facilitate a smooth transition for new clients.
Responsibilities
- Oversee the full intake process for new clients.
- Gather essential case details and assess potential claims.
- Work collaboratively with attorneys to evaluate the viability of cases.
- Ensure a seamless transition for new clients into the firm.
Qualifications
- 1-2 years of relevant experience in sales or a consultative role.
- Strong computer proficiency, particularly with Microsoft Office applications.
- Ability to exhibit genuine empathy towards clients.
- Excellent communication skills.
- Capability to thrive in a fast-paced, on-site work environment.
Operationary provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
