We are looking for leaders who will change the lives of Latino immigrants, leading with a service-oriented mindset and problem solving skills by delivering personalized and attentive service throughout the customer journey. The ideal candidate for this position will revolve around assisting peers and greeting clients by effectively gathering information, conducting preliminary case assessments, and maintaining accurate records; they contribute to the smooth functioning of the firm's intake operations and assist in determining the viability of potential cases. Interacts with customers to provide information, support, and guidance on the products or services offered by our law firm. A customer engagement specialist may also be responsible for generating leads, scheduling appointments, following up with clients, and collecting feedback.
Some of the duties and responsibilities are:
Communicate with potential and existing customers via phone, email, google chat, or in-person
Answer inquiries and provide information about the law firm's areas of practice, fees, and policies
Identify customer needs and match them with the appropriate legal services or solutions
Build rapport and trust with customers and maintain a positive and professional image of the law firm
Generate leads and referrals by promoting the law firm's brand, value proposition, and competitive advantages
Schedule consultations and appointments with lawyers or paralegals and confirm them with customers
Follow up with customers after consultations or appointments and solicit feedback and testimonials
Document and update customer records and interactions in the law firm's Customer Relationship Management (CRM) system
Collaborate with lawyers, paralegals, and other staff members to ensure customer satisfaction and retention
Skills and Qualifications:
Bilingual English/Spanish with Excellent Communication Skills
Bachelor's degree in business, marketing, communication, or a related field
At least 2 years of experience in a sales role is required.
Previous experience in customer service, or marketing, preferably in the legal industry and Latino community is preferred.
Excellent verbal and written communication skills and the ability to communicate effectively with diverse audiences
Strong interpersonal and relationship-building skills and the ability to establish rapport and trust with customers
Proficient in Microsoft Office
Ability to work independently and as part of a team, and to manage multiple tasks and priorities
Attention to detail, with the ability to prioritize tasks
Customer-oriented, proactive, and results-driven mindset
A person who acts with integrity, professionalism, and confidentiality