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Jose
Legal Intake Specialist with 2+ years in legal and customer service
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Competencies
Effectively interacts with clients and potential customers through calls and digital communication to establish trust and gather case or sale information.
Assesses information provided by clients to identify valid legal cases and determine potential for passing to attorneys.
Provides empathetic support, goal-oriented service, and responsibility in managing client interactions.
Schedules and confirms client appointments relating to property sales or rentals.
Describes personal workspace setup and readiness to deliver virtual assistance services.
Education
Languages
Summary
Dedicated professional with experience in legal case qualification and customer service, committed to supporting client needs and facilitating effective communication.
Key Achievements
- Managed inbound and outbound client calls to qualify cases for personal injury law firm.
- Established client connections and facilitated case passing to attorneys based on case evaluation.
- Set appointments and communicated effectively with potential clients in a freelance sales role.
Experience
Intake legal Specialist
Inbound and outbound calls trying to establish a good connection with the possible client willing to provide assistance on personal injuries cases based on breach of duty and responsibilities of situations in the state of GA, FL, SC, NC, establishing which situations could be cases to pass it to the attorneys, after signing digital contracts.
Sales customer agent
Set appointments for users who are interested in selling or renting them timeshare property., Outbound contact to possible clients from the company.