
Clinical Case Specialist
1 day ago
We're seeking a skilled Clinical Case Specialist to enhance our case conversion process through a voice-based intake system.
This role focuses on outbound calls, handling inbound calls as needed, guiding potential clients through the intake process, and accurately capturing case details.
- Make outbound calls to follow up on leads from marketing campaigns, online forms, or referrals.
- Handle inbound calls as needed to support team collaboration and workflow continuity.
- Adhere to a structured outbound script while building rapport and handling objections.
- Consistently meet daily and weekly call volume targets and conversion benchmarks.
- Accurately capture and update client information using CRM tools.
- Manage rejections professionally and escalate qualified leads efficiently.
- Provide clear and timely updates on availability, performance blockers (e.g., headset issues), or missed targets.
- Participate in coaching sessions and apply feedback proactively.
- Maintain transparency and accountability in daily work logs and call quality.
- Law graduates, paralegals, or candidates with experience in customer service, legal intake, or call centers are welcome.
- Strong sense of accountability - reliable with schedules, updates, and response times.
- Able to work independently with minimal supervision.
- Open to coaching, quick to apply feedback, and resilient under pressure.
- Must be able to operate with consistent internet connection and functional equipment (headset, PC).
- Flexibility in handling campaign shifts based on business needs.
Key qualifications for success include:
- Proactive mindset with a keen ability to adapt and learn quickly.
- Experience in legal case intake.
- Knowledgeable in client qualification and lead conversion processes.
- Familiarity with AI-powered call analysis tools or willingness to learn and adapt to them.
This role offers opportunities for professional growth, flexibility, and continuous learning in a dynamic and collaborative environment.
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