FullTime Intake Coordinator
Stouffer Law
- New York, New York, United States
- New York, New York, United States
Über
• Answer, Screen, and Forward Incoming Phone Calls and Emails
• Screen types of callers: potential clients, clients, vendors, colleagues, expert witnesses, Immigration Judges, and/or USCIS Officers • Triage the urgency of calls after conducting an assessment
• Manage questions and route to the appropriate team member, or answer when appropriate • Monitor phone messaging system • Monitor incoming emails related to scheduling and potential new clientsManage Intake Process for Potential Clients
• Screen potential clients • Collect detailed information and note it in the call log and case management software • Manage potential client/case pipeline, including assignment of follow-up tasks to self and others, and updating matter through all stages of the intake process • Coordinate scheduling of initial consultations, including ensuring Calendly settings are current, interpreters are scheduled, Zoom links provided, payments made, questionnaires and requested docs providedAdministrative/ Team Management Tasks: • Perform other administrative duties as requested by other team members • Create efficiencies through developing and refining the office’s systems, including the policies and procedures, examples, templates, scripts, diagrams, workflows, and videosReporting and Tracking Activities: • Provide a weekly report on data in the case intake program, including origin of cases, percentage of cases that are scheduled and hired, etc.
• Provide a weekly report noting whether key goals were met
• Create a weekly agenda of items to discuss and track the resolution of projects, and follow up on outstanding items
Sprachkenntnisse
- English
Hinweis für Nutzer
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