Client Intake Specialist (Psychology Background)

JOB REQUIREMENTS This role requires a mature, empathetic, and strong communicator. The fundamental purpose of this role is to call back potential clients that have reached out due to institutional sexual abuse complaints. The individual must be able to open the conversation and set up a meeting in an efficient and empathetic way without allowing the conversation to extend to advising or engaging in any accounting of the abuse. This requires a fine line of action to introduce the purpose of the call and sensitivity to know how to close the call through setting up a meeting with one of the Koffels experts. JOB DETAIL We are looking for a Client Intake Specialist to join our team and oversee the follow-up process for our leads. The team member will be responsible for contacting leads through phone calls, utilizing our CRM system for efficient lead management. Key Responsibilities:

1. Lead Follow-up: Call each lead within 24 hours of receiving it, with the goal of making initial contact.
2. CRM Management: Access and utilize the client’s CRM system to record notes for each call and update lead statuses accordingly.
3. Communication and Reassurance: Reassure leads that lawyers will be in touch and inquire about their preferred time for a call.
4. Lead Allocation: Mark qualified leads as "Opportunity" in the system and allocate them to the appropriate lawyers for further follow-up and conversion to a matter.

1. Excellent communication skills, both written and verbal.
2. Preferred background in counselling, psychology, or trauma (RPM accreditation).
3. Familiarity with CRM systems.
4. Ability to handle rejection and navigate through various responses from leads.
5. Strong organizational and time-management skills.
6. Comfortable working independently and remotely.