Intake and Retention Specialist

Konare Law • Frederick, MD

7d

About The Position

The Retention Specialist ensures a seamless client experience by combining the functions of intake, quoting, and retainer management. This role is dedicated to building strong client relationships, providing clear and accurate service information, and ensuring that retainer agreements are executed with professionalism, compliance, and efficiency. By fostering trust and delivering excellent communication, the Retention Specialist helps streamline operations while supporting clients in making informed retention decisions.

Requirements

• High school diploma or equivalent required; prior experience in client services, intake, or sales preferred.
• Strong verbal and written communication, with the ability to explain complex information clearly and professionally in Spanish.
• Demonstrated ability to build rapport, foster trust, and handle client interactions with empathy and professionalism.
• Highly detail-oriented with the ability to manage multiple client files, schedules, and follow-ups simultaneously.
• Comfortable using case management systems, CRMs, and digital communication platforms.
• Ability to work closely with attorneys and staff to ensure accuracy and compliance in all client agreements.
• Skilled at addressing client concerns, answering questions, and guiding clients through decision-making with confidence.

Responsibilities

• Act as the first point of contact for potential clients via phone, email, and online inquiries.
• Schedule consultations and manage attorney availability using firm calendar systems.
• Maintain accurate client records in the firm’s case management system.
• Greet clients virtually or in person and prepare them for initial consultations.
• Follow up with leads to monitor engagement and readiness to retain services.

Benefits

• Health Insurance: 90% employer-paid premiums
• Vision & Dental: 100% employer-paid coverage
• Disability Insurance: Full coverage for short- and long-term disability
• 401(k): Up to 4% employer match annually
• Friday Lunches: Weekly team lunches on us
• Paid Holidays: At least 10 paid holidays annually
• Team Events: Social activities to foster team connection and celebrate wins

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED