Intake Specialist

If you are interested in joining a thriving law firm that values you and your work, this may be the job for you.

We are an entrepreneurial estate planning, probate and fiduciary litigation firm with offices located in Winston-Salem and Durham, North Carolina. We are on track for aggressive growth and we need an experienced Intake Specialist to join our team and work directly with the owners and attorneys to support the team and help our clients.

We are looking for an individual with talent in sales and customer service. The person we hire must bring energy, positivity, and a “can-do” attitude to work every day.

This position will be responsible for conducting initial consultations with potential new clients, maintaining our Customer Relationship Management database, and reporting key sales and marketing metrics to the owners.

We need a competent and professional Intake Specialist who:

• Has experience selling professional services or high-end retail products.
• Fluent in Spanish.
• Active-listener: you are able to take notes during a consultation and repeat back the things that are most important to a potential new client in terms of their time, their money or their reputation.
• Proactive: if you anticipate a problem, you take the time to think through a solution before coming to the supervisor for assistance.
• Task-oriented: you can efficiently complete a task with 100% accuracy and move on to the next task.
• Smiles when you answer the phone.
• Is positive and optimistic.
• Can change gears quickly.
• Understands the importance doing good work, and doing it on time.
• Treats a call at 4:30 on Friday with the same care and compassion as one on Monday morning.
• Is knowledgeable and proficient with Microsoft Office, including Microsoft Word, Outlook, and Excel.
• Familiar with Lawmatics or similar client relations management system is a plus.

This is a full-time job and absolutely must be able to work for 40 hours per week. There is opportunity to work remotely. The pay will be $20.00/hour plus bonus compensation for those who can demonstrate their profitability.

For the right person, this will be a highly rewarding position. If this sounds like a good fit for you, you will need to complete a two-step process in order to be considered. First, apply for this position and include your resume and a cover letter as a PDF document.

• The cover letter must have no more than TWO paragraphs and a closing sentence.
• In the first paragraph, explain what you believe are the 3 most important qualities needed in someone who works with Estate Planning and Probate clients and why you believe they are the most important qualities.
• In the second paragraph, explain why you applied to this particular ad.

If we review your resume and cover letter and think we might be a good fit, we will send you a written interview. Applicants who successfully complete the written interview will be contacted for an in-person or virtual interview.

APPLICATIONS THAT DO NOT FOLLOW INSTRUCTIONS WILL NOT BE CONSIDERED.

Job Type: Full-time

Pay: From $20.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Adoption assistance
• Dental insurance
• Dependent health insurance coverage
• Disability insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• On-the-job training
• Paid time off
• Vision insurance
• Work from home

Schedule:

• Monday to Friday

Ability to Relocate:

• Winston-Salem, NC 27103: Relocate before starting work (Required)

Work Location: Hybrid remote in Winston-Salem, NC 27103