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
Qualifications:
- 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
Our benefits options include:
- Medical
- Dental
- Vision
- Life Insurance
- STD
- LTD
- Accident
- Critical Illness
- Hospital Indemnity
- Identity Theft Insurance