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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,... Show More
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
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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