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22 days old

Intake Specialist

Kelly Services
Fort Myers, FL 33906
We are seeking a skilled Intake Specialist for a Direct Hire position in Sarasota, FL


Salary: $45 - $50/K


Hours: Full-time in office position, Monday - Friday from 8 a.m. - 5 p.m.


**Position Summary**


The Intake Specialist is the primary point of contact when a new or prospective client is seeking advice from the firm. This position is responsible for gathering information necessary to determine what services might be needed and guiding the potential client to the right area by asking thoughtful and relevant questions. This position also serves as back-up to the receptionist.


**Essential Duties and Responsibilities**


+ Answering inbound calls or other communications from potential new clients.

+ Communicating, either verbally or in writing, asking probing and targeted questions to ascertain legal needs.

+ Collecting contact and other information and entering it into the firms client relationship management system.

+ Scheduling appointments and telephone calls; following up as needed to confirm or reschedule appointments.

+ Work closely with executive assistants and case managers to transfer new intake files to attorneys.

+ Prepare and handle client intake meeting paperwork and documents.

+ Follow up with attorneys to determine if any cases have been referred.

+ Handle all client intake relations.

+ Provide client intake reports as requested.

+ Provide back-up assistance to the receptionist by answer incoming calls, greeting guests and setting up conference rooms.

+ Willingness to follow and accept our core values of integrity, teamwork, respect, professionalism, competence and desire for greatness

+ Performing other work-related duties as assigned.


**Minimum Qualifications (Knowledge, Skills, and Abilities)**


+ Associates degree in business, hospitality, marketing or related discipline required; Bachelors preferred. Some college plus five to seven years relevant experience may replace a degree.

+ Minimum of two years of professional job experience; preferably in a law firm setting.

+ Exceptional customer service skills.

+ Excellent oral and written communication skills.

+ Ability to multitask.

+ Ability to work under pressure and deadlines.

+ Proficient with Microsoft Office products.


**Skills and Core Competencies**


+ Communication

+ Customer Service

+ Team Player

+ Multitask

+ Good listening skills

+ Organization

+ Detail-oriented


Please apply today and be sure you include your most up-to-date resume. For a faster response, please email me directly with your resume and the answer to just 3 preliminary interview questions:


1. Why do you feel you are the perfect fit for this role?


2. Do you currently live in Sarasota, FL?


3. How soon can you interview?


I look forward to hearing from you!


**Why Kelly** **** **?**


Youre looking to keep your career moving onward and upward, and were here to help you do just that. Our financial staffing experts will connect you with premier companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in in your career. It all adds up.


**About Kelly** ****


At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.


Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.
Posted: 2022-06-06 Expires: 2022-07-07

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Intake Specialist

Kelly Services
Fort Myers, FL 33906

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