
Client Intake Specialist
Reynolds Defense Firm • Portland, OR, US
Posted 3 hours ago
Are you a dynamic, motivated, and compassionate sales or service professional who wants to make a real impact on people's lives? Are you interested in part-time work on a collaborative team, with base + incentive compensation? Then please apply!
Client Intake Specialists speak with potential new clients (PNCs) over the telephone, establishing and maintaining a true human connection with each person. Client Intake Specialists work with PNCs to find clarity about their situation, educate them about their legal options and costs, and help them make the best decision for their future. This position is the first step in making sure that a client is a good fit for our firm and, if so, ensures that their experience is of high and consistent quality from the very start.
Use company guidelines, scripts and procedures to speak with PNCs, collect and document their information, provide excellent customer service, and discuss our fees and hiring process
Stay informed and respectful of bar rules of ethics and professionalism, with special emphasis on the definition of providing legal services
Keep detailed notes in CRM documenting all communication with the PNC both before, during, and after contact
Facilitate a professional introduction (“hand-off”) to the legal team (next step of sales process) and finance team for every new client
High school diploma required; AA/BA/BS preferred
Minimum of three (3) years of customer service or sales experience
Experience with CRM software preferred
Previous legal experience and familiarity with terminology a plus; experience with or exposure to a DUI case can be helpful
Spanish fluency preferred
Skills and Abilities
Confident, articulate, diplomatic; yet willing to speak frankly to the PNC when needed, with high emotional intelligence
Be highly professional, personable, compassionate, and respectful to potential clients; maintain confidentiality of client information
Learn Oregon’s DUI and traffic laws, police investigations, Oregon’s court systems, and conviction/sentencing consequences (training provided)
Ability to be flexible, make decisions, and problem-solve under stress
Self-Starter with strong multitasking skills
Excellent written and verbal business communication skills
Strong organizational skills and attention to detail; experience with detailed data entry preferred
Compensation
$22 - $27 per hour + incentive
What We Offer
Hourly base + Bonus compensation
50% employer-paid medical, dental, and vision insurance for part-time employees; $50k Life Insurance
401(k) with 3% employer contribution after 1 year
Employee Assistance Program
Work-from-home day after 90 days, second day after 180
About Us
Reynolds Defense Firm is the largest DUII defense firm in the Pacific Northwest. Our passion is helping clients create success stories in the courtroom and in life. We say we care about people, and we mean it - for both clients and our employees. Having a strong sense of community within our workplace is essential. That is why nurturing our culture is just as important to us as the work that we do.
We've been voted the Best DUI Firm in the Pacific Northwest, Best of Willamette Valley, and Best of Rose City (Portland, OR) several years running. With a unique brand, stellar courthouse reputation, and an incredible group of employees, our firm is dynamic and genuine in pursuing our mission with excellence.
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