Welcome Team Coordinator

Temecula, CA, USA|Onsite

Job Overview

Employment Type

Full-time

Work Schedule

Standard Hours

Benefits

Paid holidays

Personal time off

Health Insurance

Dental Insurance

Vision Insurance

Life insurance

401K contributions

Job Description

The hiring organization is a fast-growing law firm specializing in estate planning, probate, and trust administration located in Murrieta. This firm is committed to helping clients plan their future to ensure peace of mind for tomorrow by protecting their legacy. They place a high value on integrity, compassion, and professionalism, striving to serve clients with enthusiasm and dedication. The firm is known for upholding a client-centered approach, emphasizing personalized and empathetic service during challenging times when clients are making important decisions about their estate planning and trust administration. The work environment supports collaboration and the growth of its team members, recognizing and rewarding commitment and excellence in service.

The role available is for a full-time Welcome Coordinator who will serve as a vital bridge between the firm and its prospective clients. This position involves multiple responsibilities including sales, customer service, and data entry. The ideal candidate must be comfortable discussing complex legal topics and significant financial commitments with sensitivity and maturity. Training is provided to help the Welcome Coordinator understand the firm's services thoroughly and to be able to effectively communicate the value of these services to potential clients.

This role requires an individual who excels in relationship-building both over the phone and in person. The Welcome Coordinator's primary goal is to generate new leads and ensure a smooth transition of prospective clients into engaged clients. Due to the nature of estate planning and trust matters, a high level of detail orientation is critical to accurately track client data and case progress. The position demands a motivated, detail-oriented, creative, and empathetic individual who can work well as part of a team and contribute to the firm's ongoing mission to help more people protect their futures. Additionally, the role involves coordinating with marketing to plan networking activities and producing regular reports for management review. The firm offers a rewarding environment that values personal, professional, and financial growth for its employees.

Job Requirements

Minimum two years of telephone experience
minimum one year of data entry experience
keyboarding ability, 40 words per minute
superb written and verbal communication skills
excellent interpersonal skills and ability to develop relationships
high school diploma required, bachelor’s degree preferred
experience working in a high volume customer service role
ability to build a relationship with a person
ability to interact with different types of personalities
empathy to potential clients and ability to put them at ease during difficult times
ability to close a sale by creating urgency and promoting value
ability to think on their toes and remain resilient
willingness and ability to quickly learn new topics such as estate planning
ability to treat all client interactions with the same care and compassion regardless of timing
ability to follow instructions and understand the importance of policies and procedures
team player who acts with respect and integrity
understanding of Microsoft Office products and cloud-based software

Job Qualifications

Minimum two years of telephone experience
minimum one year of data entry experience
keyboarding ability, 40 words per minute
superb written and verbal communication skills
excellent interpersonal skills and ability to develop relationships
high school diploma required, bachelor’s degree preferred
experience working in a high volume customer service role
ability to build a relationship with a person
ability to interact with different types of personalities
empathy to potential clients and ability to put them at ease during difficult times
ability to close a sale by creating urgency and promoting value
ability to think on their toes and remain resilient
willingness and ability to quickly learn new topics such as estate planning
ability to treat all client interactions with the same care and compassion regardless of timing
ability to follow instructions and understand the importance of policies and procedures
team player who acts with respect and integrity
understanding of Microsoft Office products and cloud-based software

Job Duties

Conduct in-depth in-person and telephonic meetings with potential new clients to perform a needs analysis
maintain a tracking system to monitor leads, new clients, and referral sources
enter client data in the case management system
follow up with potential new clients who have not yet retained the firm
find and participate in networking activities on behalf of the firm
work with the Marketing Assistant to plan networking activities for staff and owner
produce weekly lead conversion and cost of acquisition reports for review with the owner
oversee the smooth transition of new cases to the legal team
manage client feedback and reviews