Intake Specialist

Company: Petrelli Previtera, LLC
Location: Camden
Posted on: May 28, 2023

Job Description:

This position requires a very careful adherence to well-defined work where repeatable results are needed. The work is highly precise in nature and requires a very strong attention to detail. It is vital for the work output to be very high quality, with correct results, time and time again. Checking and double-checking is often necessary; individuals performing the job must be patient and conscientious. There is little ambiguity in this job. It is very clear what needs to be done, and what the expected results are. The established procedures and processes must be followed very closely; there is little room or necessity to modify them. Much of the work can be accomplished by working at a steady, even pace. There is much consistency and familiarity from one day to the next. When work duties do change, there is ample foresight and time to prepare. The work is best accomplished working as an individual, without a great dependence on other people or "politics" for results. The work is helpful in nature; providing support and/or service to others in an environment free from competition. Interacting with customers requires a professional, formal manner where the focus is on completing the task pleasantly and correctly.

Responsibilities:

Set appointments for potential clients that meet our criteria to keep our lawyers' schedules organized and grow our caseload
Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases
Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files
--- Set appointments for potential clients that are in our service and practice areas, while keeping our lawyers' schedules organized
--- People-focused with a natural "service" orientation. Strong focus on repeatable, very high-quality results

Qualifications:

Sales or customer service experience highly valued
Previous legal experience highly valued
Possesses outstanding communication skills and sense of empathy
High school diploma or equivalent needed, while a Bachelor's degree is desired
Solid data entry, spreadsheet management, and computer skills


About Company:
1st Place - 2022 BEST WORKPLACES TO WORK by Philadelphia Business Journal



Founded in March of 2017, Petrelli Previtera, LLC was recently recognized as the 8th fastest-growing company in the Philadelphia metro area by the Philadelphia Business Journal and awarded the Soaring 76 award in 2018 - 2022. In 2019 - 2022, Petrelli Previtera was named to the INC. 5000 list of the fastest-growing companies in the US.



Our clients are everyday people who are experiencing marital crises. We pride ourselves on being able to take these people from Chaos to Clarity so that they can begin living the future that they desire, today.



We are committed to the work we do for our clients and value professional development and team building. We are committed to clients here at Petrelli Previtera, LLC. We only hire employees that are completely committed to our core values.



Visit https://joinourlegal.team to learn more!

Keywords: Petrelli Previtera, LLC, Camden , Intake Specialist, Other , Camden, New Jersey