Job Description

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

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