Welcome Team Coordinator

This is a fully remote position, open to applicants in California.

📋 Description

• Conduct comprehensive in-person and phone meetings with prospective clients to carry out a needs assessment.

• Maintain a tracking system to oversee leads, newly acquired clients, and sources of referrals.

• Input client information into the case management system.

• Follow up with prospective clients who have yet to engage our services.

• Seek out and engage in networking opportunities on behalf of the Firm.

• Collaborate with the Marketing Assistant to organize networking events for both the staff and the Owner.

• Generate weekly reports on lead conversion rates and costs of acquisition for discussion with the Owner.

• Ensure a seamless transition of new cases to the legal team.

• Manage client feedback and reviews effectively.

⛳️ Requirements

• A minimum of two years of experience in a telephone-based role.

• At least one year of experience in data entry.

• Proficient keyboarding skills at a speed of 40 words per minute.

• Excellent written and verbal communication skills.

• Strong interpersonal skills with the ability to establish relationships.

• High school diploma is required; a bachelor’s degree is preferred.

• Experience in a high-volume customer service environment.

• Ability to cultivate relationships with individuals.

• Capacity to interact with various personality types.

• Demonstrate empathy towards potential clients and provide reassurance during challenging times.

• Knowledge of how to close sales by instilling a sense of urgency and emphasizing value.

• Ability to think on your feet and remain undeterred when circumstances deviate from the plan.

• Willingness and aptitude to quickly learn new subjects (e.g., estate planning).

• Treat calls or meetings at 4:30 PM on a Friday with the same level of care and compassion as those on Monday mornings.

• Follow directives and appreciate the significance of policies and procedures.

• Exhibit team spirit while consistently acting with respect and integrity.

• Familiarity with Microsoft Office applications and cloud-based software solutions.

🏝️ Benefits

• Paid holidays.

• Personal time off.

• Health, dental, vision, and life insurance coverage.

• 401K contributions.