Colorado Licensed Intake Specialist

Job Summary

A company is looking for an Intake Specialist to join their team.

Key Responsibilities

• Monitor and respond to inquiries via email, chat, and web forms, providing information about the firm's services
• Manage client records in the CRM, ensuring accuracy and timely data entry
• Schedule meetings and initial consultations for attorneys, coordinating with clients and firm calendars

Required Qualifications

• 2-5 years of experience in sales, customer service, or a related field
• Proficiency with Apple products and CRM systems, with a typing speed of 50 WPM or higher
• Strong organizational skills with the ability to prioritize multiple tasks
• Client-focused mindset dedicated to delivering exceptional service
• Experience in legal intake or client service roles is a plus