Client Experience Representative II

🔥 0 minutes ago

💵 $1.1k - $1.2k / month

⏰ Full Time

🟢 Junior

✨ Representative

🚫👨‍🎓 No degree required

🗣️🇪🇸 Spanish Required

Where this job comes from

Posted on Job Duck's careers page, not through a job board

First seen by Remote Rocketship 0 minutes ago

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Logo of Job Duck

Job Duck

201 - 500 employees

💼 Consulting

📣 Marketing

⚖️ Legal

Consulting • Marketing • Legal

Job Duck is a company specializing in connecting individuals with remote job opportunities for United States-based businesses. The company offers a variety of positions including legal assistants, marketing assistants, executive assistants, and case managers. Job Duck emphasizes helping people build careers by working from home, ensuring a good work-life balance while providing support and resources for career development. The focus is on remote, full-time positions that are well-compensated and offer a range of professional opportunities.

📋 Description

• Handle approximately 5 calls per hour while delivering quality client interactions • Assist with administrative tasks and support the front-of-house team as needed • Review and assess online submissions from Justia or Intaker to determine case viability • Conduct initial screening of prospective clients to identify case type and eligibility • Gather information for initial consultations and create client records in HubSpot • Perform email outreach to prospective clients who submit website inquiries • Send declination emails and provide referrals to disqualified prospective clients when appropriate • Retrieve and upload property-related documents using TitlePro247 • Schedule consultations using Calendly or internal scheduling systems • Maintain accurate CRM records and update HubSpot client accounts • Respond to general inquiries and transfer calls to appropriate team members • Answer and manage a high volume of incoming calls professionally • Collect and document contact information for qualified leads and refer them to the intake team • Disqualify callers whose cases are not handled by the firm while maintaining a positive experience • Support consultation preparation by ensuring required documentation is available

🎯 Requirements

• Excellent written and verbal English communication skills • Prior Intake Specialist or Receptionist experience • Experience handling inbound client inquiries • Experience in qualifying or onboarding clients • Legal industry experience is a plus, but not required • Reliable computer • Stable high-speed internet connection • Quiet and professional work environment • Quality headset for phone communication • Experience with HubSpot CRM • Experience with Calendly or calendar scheduling tools • Experience with TitlePro247 • Experience with website intake platforms such as Justia or Intaker • Minimum of 1 year of experience in a client-facing role, such as customer service, receptionist, intake specialist, or sales • Strong verbal communication and phone presence • Active listening and conversation management skills • Ability to build rapport quickly and maintain professionalism • Strong problem-solving and critical thinking abilities • High level of empathy and patience when assisting clients • Ability to manage high call volume efficiently • Strong organizational and time management skills • Detail-oriented with accurate data entry skills • Ability to multitask and prioritize effectively • Proactive and adaptable in a dynamic work environment • English and Spanish language skills • Monday through Friday availability, 8:00 AM to 5:00 PM PST/PDT

🏖️ Benefits

• Remote job opportunity • Great Place to Work Certification company environment • Recruiter guidance throughout the application process

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