Receptionist - Client Intake Specialist

Beacon Legacy LawPalm City, FL, US

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Join Our Dynamic Team as a Receptionist-Client Intake Specialist in Sunny Martin County, FL!

Are you a people person who thrives on making meaningful connections? Do you get a buzz from knowing that your work truly makes a difference? At Beacon Legacy Law, we are on a mission to help clients safeguard their legacies with compassion and integrity. We’re searching for a Receptionist-Client Intake Specialist who shares our passion for service and is excited to be the welcoming face of our firm.

Why Choose Us?

A Culture of Excellence & Growth : Work in an environment where your contributions are valued, and you’re empowered to grow both personally and professionally.
Supportive Leadership & Team : Join a collaborative team of experienced professionals who are dedicated to your success and professional development.
Fast Paced & Expanding Firm : Be a part of an exciting, growing law firm where your impact is seen and appreciated daily.

Comprehensive Benefits :

401(k) Plan with Match : Secure your future with our competitive retirement plan.

Competitive Salary : Earn a salary that reflects your skills and efforts, with medical, dental, vision, and paid time off benefits.

Flexible Work Environment : Enjoy the flexibility to manage personal matters and emergencies without compromising your responsibilities.

Job Type : Full-time

Salary : $35,000 - $47,000 annually, based on experience.

Benefits : Medical, Dental, Vision, 401(k) matching, Paid time off

Schedule : Monday to Friday

Ready to join a team where your work truly matters? Apply today! Send your resume, salary requirements, and a cover letter explaining why you are the perfect fit for this exciting opportunity.

Compensation :

35,000 - $47,000 yearly

Responsibilities : What You’ll Do :

As our Receptionist - Client Intake Specialist, you'll be the friendly voice on the phone. You’ll ensure that every client feels heard, valued, and confident in their decision to work with us. In this key role, you will :

Provide exceptional customer service to clients and potential clients over the phone and in person, ensuring a high level of satisfaction and trust.

Manage client intake, including scheduling appointments, following up on leads, and coordinating with other team members.

Develop and maintain a thorough understanding of our firm's services and policies to effectively communicate with clients.

Work collaboratively with our team to ensure seamless communication and efficient workflows.

Perform various administrative tasks, such as preparing the team for client meetings, calendaring, filing, scanning, and data entry, with a high level of accuracy and attention to detail.

Qualifications :

Customer-Centric Experience : Experience in a client-facing role (law firm experience a plus!).

Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues.

Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.

Proficiency in Microsoft Office, including Word, Excel, Outlook, and Data Entry.

A growth mindset, with a willingness to learn and adapt to new systems and processes.

Sales experience a plus - Confidence in client communication and lead follow-up.

About Company

We are a fast-growing and innovative firm that operates an established and highly regarded estate planning / probate law practice. We are passionate about helping clients preserve legacies and protect the futures of their loved ones. We have been in business since 2010 and have helped thousands of clients in that time. We seek team members who embrace empathy, value long-term client relationships, and possess an attention to detail.

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Intake Specialist • Palm City, FL, US