Elder Law Intake Specialist

Job not on LinkedIn

🔥 26 minutes ago

🌐 Brazil, South Africa – Remote

🇧🇷 Brazil – Remote 🇿🇦 South Africa – Remote

💵 $1.1k - $1.2k / month

⏰ Full Time

🟢 Junior

🟡 Mid-level

✨ Intake Specialist

🚫👨‍🎓 No degree required

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Job Duck

WebsiteLinkedInAll Job Openings

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

• Deliver an exceptional client experience through professional and compassionate communication • Manage and update the firm's calendar through MyCase • Schedule consultation meetings for attorneys • Maintain accurate records of client interactions and appointments • Follow up with prospective clients to schedule consultations • Identify potential clients based on intake conversations and legal needs • Conduct follow up calls regarding signings and closings • Take accurate and detailed messages • Answer inbound phone calls from prospective and existing clients • Transfer calls to the appropriate team members • Share information, resources, and relevant links with prospects and clients • Contact existing clients to schedule signings • Schedule closing appointments

🎯 Requirements

• Practice Area: Elder Law and Estate Planning • Required Software/Tools: MyCase, VOIPX, Google Workspace • 2-3 years of experience with 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 • Appointment scheduling experience • Client relationship management experience • Sales or consultation conversion experience • Ability to handle confidential information professionally • Comfort communicating with older adults and their families • Excellent verbal and written communication skills • Professional phone etiquette • Customer service excellence • Strong interpersonal skills • Ability to build rapport with clients and prospects • Empathy and patience when communicating with older adults • Strong organizational skills • Attention to detail • Problem solving skills • Professional and pleasant demeanor • Ability to identify potential client needs • Ability to convert inquiries into scheduled consultations • Strong follow through • Ability to recognize situations requiring 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 • Professional development and training • Dedicated team support • Alignment with our clients' core values