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Kisling, Nestico & Redick, LLC

Client Care & Intake Specialist

Entry-Level JobVerifiedNo experience needed

Career Insights for Client Service Representative / Associate

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Based on Ohio data

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What they do

A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.

$41,856 / year median in Ohio

-14% projected decline

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Job Description

Description:
Create and field client intakes Collect and record information from potential clients and open cases in case management software Send and receive retainer agreements for perspective clients who meet the specific criteria. Maintain data entry requirements by following data program techniques and procedures Verify entered data by reviewing, correcting, deleting, or re-entering information Combine data from multiple systems Regular, consistent, punctual attendance Follow-up on intakes (as needed) Placing outbound calls Contact with medical providers and clients regarding availability of doctor appointments Follow up calls from medical providers when clients are non-compliant with appointments Consistent and regular communications with clients regarding appointments Consistent and regular communications with legal team regarding clients
Requirements:
Understanding of general legal procedures and business practices Standard clerical and general office administration procedures High volume phones, call center and/or law firm experience is preferred Exceptional communication skills Ability to work well under pressure and to exercise good judgment Strong attention to detail Strong working knowledge of MS Office Suite Must work well in a team atmosphere Ability to lift a minimum of twenty pounds High School Diploma or GED required Must type 45 wpm with accuracy No Supervisor responsibility This is a full time position, standard hours Monday - Friday of 40 hours per week. Some overtime, as necessary based upon projects.