New Client Specialist
About The Position
New Client Specialists make the first impression on potential clients at Daniel Stark Law. They use care, compassion, and professionalism to create a safe space for callers to share their stories, gather critical facts, and determine whether the firm may be able to assist. They help potential clients decide whether to hire the firm and guide them through the sign-up process, while providing prompt assistance across in-person and digital channels. The role involves evaluating incoming leads, developing an understanding of injury cases, organizing appointments, and drafting, reviewing, and mailing letters as needed. Team members receive ongoing support from a team lead and opportunities for personal and professional development. The firm describes its culture as collaborative, high-performance, and committed to client service and team growth.
Requirements
- Ability to maintain control of conversations with kindness and professionalism, both in person and on the phone.
- Excellent spoken and written communication skills.
- Compassionate and empathetic personality.
- Commitment to remain in the department for two years before transferring to another department.
Nice To Haves
- Bilingual ability.
- Customer service background.
- Sales or customer service background.
- Competitive spirit.
- Ownership mentality.
- Desire for continuous improvement.
- Outstanding writing abilities.
- Technology competence.
Responsibilities
- Evaluate incoming leads with a sense of urgency, including walk-ins, phone calls, texts, and emails.
- Gather critical information from potential clients in person or over the phone.
- Develop an understanding of various injury cases.
- Listen and speak with potential clients in detail and with compassion as they navigate unexpected life changes.
- Guide potential clients through the decision to hire the firm with confidence.
- Help potential clients complete the sign-up process and provide an effortless client experience.
- Navigate multiple lead channels and software to assist potential clients promptly.
- Organize appointments with new clients.
- Draft, review, and mail letters as needed.
Benefits
- Medical, dental, vision, life, and supplemental insurance are available.
- 401(k) plan with a 4% company contribution match.
- Gold's Gym membership discount.
- Organized team-building activities.
- In-office perks, including snacks, biweekly breakfast, coffee, and tea.
- Ongoing professional development and growth opportunities.
- Paid day off to celebrate your birthday.
- Generous paid time off.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
