Elder Law Intake Specialist

This is a fully remote position, open to applicants in Brazil, +1 more state.

📋 Description

• Provide an outstanding client experience through professional and empathetic communication.

• Oversee and update the firm's calendar using MyCase.

• Arrange consultation meetings for attorneys.

• Keep precise records of client interactions and appointments.

• Follow up with potential clients to arrange consultations.

• Identify prospective clients based on intake discussions and their legal requirements.

• Make follow-up calls regarding signings and closings.

• Take accurate and comprehensive messages.

• Respond to inbound calls from both prospective and current clients.

• Redirect calls to the appropriate team members.

• Provide information, resources, and pertinent links to prospects and clients.

• Reach out to current clients to schedule signings.

• Organize closing appointments.

⛳️ Requirements

• Practice Area: Elder Law and Estate Planning.

• Required Software/Tools: MyCase, VOIPX, Google Workspace.

• 2-3 years of experience in legal intake.

• Familiarity with estate planning and elder law terminology, including Wills, Trusts, Powers of Attorney, Asset Protection, Probate, Medicaid, Long Term Care, and Health Care Proxies, is preferred.

• Experience in appointment scheduling.

• Background in client relationship management.

• Experience in sales or consultation conversions.

• Proficient in handling confidential information with professionalism.

• Comfortable communicating with older adults and their families.

• Exceptional verbal and written communication skills.

• Professional phone manners.

• Commitment to customer service excellence.

• Strong interpersonal abilities.

• Capability to build rapport with clients and prospects.

• Empathy and patience when interacting with older adults.

• Excellent organizational skills.

• Keen attention to detail.

• Strong problem-solving abilities.

• Professional and amiable demeanor.

• Ability to identify potential client needs.

• Skill in converting inquiries into scheduled consultations.

• Strong follow-through skills.

• Ability to recognize situations that require urgent assistance or clarification.

• Clear and professional communication with minimal accent.

• English-speaking role.

• Application documents and forms must be completed in English.

🏝️ Benefits

• Competitive salary.

• Paid Time Off.

• Bonuses.

• 100% remote/home-based position.

• Full-time, long-term career opportunities.

• Parental Leave.

• Opportunities for professional development and training.

• Dedicated team support.

• Alignment with our clients' core values.