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Intake Analyst

Company: Nelson Elder Care Law
Location: Smyrna
Posted on: June 9, 2024

Job Description:

Great Working Hours with a Caring Firm!

How would you like to join a team that allows you to serve others?

At Nelson Elder Care Law, we are committed to serving by our Core Values Flock Together, Humbly Confident, Client Committed, Own It, Get Stuff Done Right.

Join our team at Nelson Elder Care Law and be part of an award-winning and dedicated group committed to helping families navigate their legal needs with professionalism and care. Apply today to embark on a rewarding career journey with us.

Position Overview:

We are seeking a motivated and empathetic Intake Analyst to join our team and play a crucial role in scheduling Initial Consultations (ICs) by effectively communicating the value of our services and inspiring action from potential clients. Our mission is to empower clients to protect their assets through innovative and customized legal solutions, fostering peace of mind for generations to come. The purpose of this role is to assist families by promoting the value of Nelson Elder Care Law and our services, motivating callers to schedule Initial Consultations, and instilling confidence and trust in our ability to address their legal needs effectively. The Intake Analyst will analyze callers' situations, identify relevant legal issues, and encourage proactive resolution through scheduling ICs.

--- Learn about the firm's services and how they enhance the lives of our clients. Communicate the value of our services.
--- Answer incoming calls, complete checklists for all calls, accurately update CRM, route calls appropriately, schedule/cancel appointments, and process payments.
--- Make outbound calls to follow up on leads generated by the marketing team and schedule ICs.
--- Respond to inquiries from various platforms such as voicemail, website, and texts.
--- Maintain and update the firm's CRM database throughout the day.
--- Assist the marketing team with various projects.
--- Perform other project tasks as assigned.

Required. Skills/Abilities:
--- Engaging and empathetic communication style to establish rapport and sell services effectively.
--- Ability to quickly build confidence and trust to inspire action.
--- Detail-oriented, organized, and self-motivated with a sense of urgency.
--- Proficiency in Microsoft Office Suite, Mac OS, CRMs, and related software.

Education and Experience:
--- High school diploma or equivalent required.
--- Minimum of 1 year of phone customer service experience in a professional office environment.
--- Minimum of 1 year of phone sales experience, with a track record of achieving metrics preferred.

Physical Requirements:
--- Ability to sit at a desk for prolonged periods.
--- Capability to lift 15 pounds when necessary.

About Company:
Nelson Elder Care Law was founded in 2014 to provide residents of Georgia with dependable counsel and representation in matters of elder law. We handle everything from planning asset protection to navigating probate to helping clients get approved for Medicaid. Our attorneys consider medical care, money management, estate planning, and more as they work with you and your family members. We work with clients by offering legal and financial services and helping manage care for older family members. Nelson Elder Care Law protects families from the curveballs of life. We have locations in Woodstock and Marietta GA.


Great schedule (8:30-4:30)

Medical (Company paid after 3 years!) Dental, Vision

Company Paid Basic Life

401k with company match

Paid Disability Insurance

Monthly Bonuses

Paid holidays


Free Estate Planning

Paid trip after 5 years!

Recognition, Events, Celebrations, and more!

Keywords: Nelson Elder Care Law, Smyrna , Intake Analyst, Professions , Smyrna, Georgia

Click here to apply!

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