Job Description
Dollar Based Incentive Above Basic
You support the Intake Manager and Intake Specialists. You move new leads fast. You strengthen data quality. You complete admin tasks that protect conversion and workflow speed.
Key responsibilities
- Call clients to gather missing details.
- Follow the strict 5 minute task rule for all new leads.
- Capture information and upload it into Lawmatics.
- Manage bookings for appointments when required.
- Assist the Intake Manager by collecting client information through outbound calls.
- Field incoming calls and screen clients to confirm they meet firm requirements before booking.
- Review lead data for accuracy before handover to Intake Specialists.
- Track required documents for Probate, Medicaid, Wills, Trusts, and Guardianship matters across AL, TN, MD, NC, and SC.
- Complete Google LSA rating tasks with high attention to detail.
- Assist...