
Full-Time Customer Service Representative
2 days ago
The Reception and Intake Specialist is an essential role in our organization, serving as the initial point of contact for clients, prospects, and community members. This individual will be responsible for managing client requests, responding to emails, resolving issues, and updating our customer relationship management system.
Key Responsibilities- Daily Client Support: Manage requests, inquiries, and support of client and prospect needs; respond to emails; resolve issues; provide copies of documents; update CRM. Trained to handle 90% of matters independently. Success Metric: no more than 10% of client requests delegated.
- Respond to incoming messages via the general email inbox within 1 business day.
- New Client Intake: Gather information via phone and complete the intake form; calls will be inbound/outbound. Follow up with prospective clients via email and notify next steps; schedule non-attorney meetings or refer to another firm. Follow up within 24 hours of CRM review.
- Inbound Calls: Answer ~25 inbound calls per day; build caring and patient rapport with clients aged 55+.
- Outbound Calls: ~25 outbound calls per day to schedule/confirm appointments and follow up with leads. Completion metric: 100% of outbound calls scheduled for the day are completed; up to two days per month may be excused.
- 2 years of experience in the BPO industry
- 2 years of working night shifts
- Demonstrates learning mindset, compassion, patience, and reliability
- Work from Home
- 10 Days Paid Time Off Annual
- 5 days after 90 days; 5 more after 6 months
- 14 Paid US Holidays
- 13th Month Bonus
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