New Client Specialist

Daniel Stark Law • Waco, TX

3d • Onsite

About The Position

New Client Specialists make the first impression on potential clients and help callers feel safe sharing their stories. They identify facts that help determine whether Daniel Stark Law can assist, explain the firm’s services, and guide potential clients through the decision to hire and the sign-up process. The role involves compassionate, detailed communication across multiple lead channels and software, as well as organizing appointments and preparing correspondence. Team members receive ongoing support and professional development from their team lead. The department requires a two-year commitment before transferring to another department.

Requirements

• Ability to maintain control of conversations with kindness and professionalism, both in person and on the phone.
• Excellent speaking and writing communication skills.
• Compassionate and empathic personality.
• Two-year commitment to the department before transferring to another department.

Nice To Haves

• Bilingual skills.
• Customer service background.
• Competitive spirit.
• Ownership mentality.
• Desire for continuous improvement.
• Outstanding writing abilities.
• Technical competence.
• Sales or customer service background.

Responsibilities

• Evaluate incoming leads promptly, 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 discuss unexpected life changes.
• Guide potential clients through the decision to hire the firm.
• Lead potential clients through the sign-up process.
• Navigate 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.
• In-office perks, including snacks, biweekly breakfast, unlimited coffee, and tea.
• Ongoing professional development and growth opportunities.
• A paid day off to celebrate your birthday.
• Generous paid time off.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed