Intake Coordinator

Customer SupportCustomer SupportFull TimeRemote

Location

United States

Posted

10 days ago

Salary

Not specified

No structured requirement data.

Job Description

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

The intake coordinator’s role is critical, given that this is often the very first impression people get of our law office. It’s so important, we’re going to say it again. The intake coordinator is the first impression our potential clients get of our office and often the first voice current clients hear on the phone. This is such a vital role!

  • Completely fluent in both written and spoken Spanish
  • Strong oral and written communication skills in both languages
  • Empathetic and loves interacting with people from all backgrounds
  • Owns the intake process and recognizes the element of sales it entails
  • Uses an intake process with a pipeline for follow-ups
  • Spends time answering phone calls, responding to emails, and managing appointments
  • Assists the team with ongoing projects such as building policies and designing handouts

Qualifications

  • Outgoing and confident
  • Bilingual in English and Spanish
  • Excellent communication skills – spoken and written in both Spanish and English
  • Extremely organized and methodical
  • Ability to work collaboratively in a team
  • Resilient and creative problem-solving skills
  • Fast learner
  • Strong attention to detail - including grammar and spelling
  • Ability to adhere to deadlines
  • Excellent knowledge of basic office programs: email, calendaring, case management software, and online applications
  • Strong typing and computer efficiency skills
  • Proven experience in customer relations = 5+ Years (strongly preferred)
  • Understanding of business principles (strongly preferred)
  • Knowledge of sales (strongly preferred)
  • High school diploma or equivalent (College Degree, and/or Certificates in Business or Relevant Field(s) a Strong Advantage)

Requirements

  • Answer, screen, and forward incoming phone calls and emails
  • Screen types of callers: potential clients, clients, vendors, colleagues, expert witnesses, Immigration Judges, and/or USCIS Officers
  • Triage the urgency of calls after conducting an assessment
  • Manage questions and route to the appropriate team member, or answer when appropriate
  • Monitor phone messaging system
  • Monitor incoming emails related to scheduling and potential new clients
  • Collect detailed information and note it in the call log and case management software
  • Manage potential client/case pipeline, including assignment of follow-up tasks to self and others
  • Coordinate scheduling of initial consultations
  • Perform other administrative duties as requested by other team members
  • Provide a weekly report on data in the case intake program
  • Create a weekly agenda of items to discuss and track the resolution of projects

Benefits

  • Opportunity to work mostly remotely
  • Healthy work-life balance
  • Periodic group trauma trainings

Instructions to Apply

  • Please provide your resume
  • Cover letter explaining:
    • What motivated you to apply for this position
    • Why do you want to work at Stouffer Law specifically (not just any firm)
    • The experience and results you have achieved that make you confident you will perform well in this role
  • Candidates must be prepared to provide the following references upon request:
    • A list of your social media handles
    • A total of 4 references, including:
      • At least one professional reference from a direct supervisor
      • Personal references (non-family members only)

Job Requirements

  • Outgoing and confident
  • Bilingual in English and Spanish
  • Excellent communication skills – spoken and written in both Spanish and English
  • Extremely organized and methodical
  • Ability to work collaboratively in a team
  • Resilient and creative problem-solving skills
  • Fast learner
  • Strong attention to detail - including grammar and spelling
  • Ability to adhere to deadlines
  • Excellent knowledge of basic office programs: email, calendaring, case management software, and online applications
  • Strong typing and computer efficiency skills
  • Proven experience in customer relations = 5+ Years (strongly preferred)
  • Understanding of business principles (strongly preferred)
  • Knowledge of sales (strongly preferred)
  • High school diploma or equivalent (College Degree, and/or Certificates in Business or Relevant Field(s) a Strong Advantage)
  • Answer, screen, and forward incoming phone calls and emails
  • Screen types of callers: potential clients, clients, vendors, colleagues, expert witnesses, Immigration Judges, and/or USCIS Officers
  • Triage the urgency of calls after conducting an assessment
  • Manage questions and route to the appropriate team member, or answer when appropriate
  • Monitor phone messaging system
  • Monitor incoming emails related to scheduling and potential new clients
  • Collect detailed information and note it in the call log and case management software
  • Manage potential client/case pipeline, including assignment of follow-up tasks to self and others
  • Coordinate scheduling of initial consultations
  • Perform other administrative duties as requested by other team members
  • Provide a weekly report on data in the case intake program
  • Create a weekly agenda of items to discuss and track the resolution of projects

Benefits

  • Opportunity to work mostly remotely
  • Healthy work-life balance
  • Periodic group trauma trainings
  • Instructions to Apply
  • Please provide your resume
  • Cover letter explaining: What motivated you to apply for this position Why do you want to work at Stouffer Law specifically (not just any firm) The experience and results you have achieved that make you confident you will perform well in this role
  • What motivated you to apply for this position
  • Why do you want to work at Stouffer Law specifically (not just any firm)
  • The experience and results you have achieved that make you confident you will perform well in this role
  • Candidates must be prepared to provide the following references upon request: A list of your social media handles A total of 4 references, including: At least one professional reference from a direct supervisor Personal references (non-family members only)
  • A list of your social media handles
  • A total of 4 references, including: At least one professional reference from a direct supervisor Personal references (non-family members only)
  • At least one professional reference from a direct supervisor
  • Personal references (non-family members only)

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