Intake Analyst
Company: Nelson Elder Care Law
Location: Powder Springs
Posted on: April 25, 2024
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Job Description:
Great Working Hours with a Caring Firm!
How would you like to join a team that allows you to serve
others?
At Nelson Elder Care Law, we are committed to serving by our Core
Values Flock Together, Humbly Confident, Client Committed, Own It,
Get Stuff Done Right.
Join our team at Nelson Elder Care Law and be part of an award
winning and dedicated group committed to helping families navigate
their legal needs with professionalism and care. Apply today to
embark on a rewarding career journey with us.
Position Overview:
We are seeking a motivated and empathetic Intake Analyst to join
our team and play a crucial role in scheduling Initial
Consultations (ICs) by effectively communicating the value of our
services and inspiring action from potential clients. Our mission
is to empower clients to protect their assets through innovative
and customized legal solutions, fostering peace of mind for
generations to come. The purpose of this role is to assist families
by promoting the value of Nelson Elder Care Law and our services,
motivating callers to schedule Initial Consultations, and
instilling confidence and trust in our ability to address their
legal needs effectively. The Intake Analyst will analyze callers'
situations, identify relevant legal issues, and encourage proactive
resolution through scheduling ICs.
Responsibilities:
--- Learn about the firm's services and how they enhance the lives
of our clients. Communicate the value of our services.
--- Answer incoming calls, complete checklists for all calls,
accurately update CRM, route calls appropriately, schedule/cancel
appointments, and process payments.
--- Make outbound calls to follow up on leads generated by the
marketing team and schedule ICs.
--- Respond to inquiries from various platforms such as voicemail,
website, and texts.
--- Maintain and update the firm's CRM database throughout the
day.
--- Assist the marketing team with various projects.
--- Perform other project tasks as assigned.
Qualifications:
Required. Skills/Abilities:
--- Engaging and empathetic communication style to establish
rapport and sell services effectively.
--- Ability to quickly build confidence and trust to inspire
action.
--- Detail-oriented, organized, and self-motivated with a sense of
urgency.
--- Proficiency in Microsoft Office Suite, Mac OS, CRMs, and
related software.
Education and Experience:
--- High school diploma or equivalent required.
--- Minimum of 1 year of phone customer service experience in a
professional office environment.
--- Minimum of 1 year of phone sales experience, with a track
record of achieving metrics preferred.
Physical Requirements:
--- Ability to sit at a desk for prolonged periods.
--- Capability to lift 15 pounds when necessary.
About Company:
Nelson Elder Care Law was founded in 2014 to provide residents of
Georgia with dependable counsel and representation in matters of
elder law. We handle everything from planning asset protection to
navigating probate to helping clients get approved for Medicaid.
Our attorneys consider medical care, money management, estate
planning, and more as they work with you and your family members.
We work with clients by offering legal and financial services and
helping manage care for older family members. Nelson Elder Care Law
protects families from the curveballs of life. We have locations in
Woodstock and Marietta GA.
Benefits:
Great schedule (8:30-4:30)
Medical (Company paid after 3 years!) Dental, Vision
Company Paid Basic Life
401k with company match
Paid Disability Insurance
Monthly Bonuses
Paid holidays
PTO
Free Estate Planning
Paid trip after 5 years!
Recognition, Events, Celebrations, and more!
Keywords: Nelson Elder Care Law, North Atlanta , Intake Analyst, Professions , Powder Springs, Georgia
Click
here to apply!
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