Case Consultant

The Case Consultant is a critical role; you will be the first impression of the firm to potential clients and play a vital role in providing our clients with excellent service. The position involves responding to new client inquiries, assessing injury cases, responding to clients with empathy and compassion. A successful Case Consultant is comfortable asking challenging questions while displaying high levels of patience, common sense, and customer service while converting leads into clients.

Essential Functions

Answer phone calls and emails in a polite and professional manner. Accepts a broad range of customer service calls and assesses the information to make informed decisions for conversion. Listen in order to provide detailed information about the services offered, addressing preliminary questions. Transfer calls as needed.

Enters information into the case management software. Pursue signed retainers from qualified leads. Schedules office appointments for clients and notifies departments or locations. Makes recommendations for other case types that may benefit the current or potential client. Must be open to any schedule, holiday rotation, and coverage for team members.

Other duties as assigned.

Requirements

High School diploma or equivalent required. Prior customer service and/or call center sales experience is preferred, 1-2 years. Ability to type 40-50 words per minute. Reliable and dependable in performing job-related tasks, finishing assigned projects, meeting deadlines, and appointments. Must have strong time management skills.

Strong organizational and attention to detail skills. Excellent verbal and written communication skills. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) and other relevant software. Ability to work effectively both independently and as part of a team. Physical Demands and Work Environment: Occasionally/Frequently/Continually required to stand, walk, and sit.

Occasionally/Frequently/Continually required to lift/push/carry items less than 10 pounds/ up to 25 pounds.

Benefits

Medical Dental Vision Life Insurance STD LTD Accident Critical Illness Hospital Indemnity Identity Theft Insurance