BDC Representative (Legal Sales) - Client Intake Specialist

To become a BDC Representative (Legal Sales) - Client Intake Specialist at The United Firm, you need a minimum of three years of sales experience, with a strong customer service background being a valuable asset. It's beneficial if you have experience with case management software, though it's not mandatory. Bilingual candidates in English and Spanish are particularly encouraged to apply, as it will enhance your ability to communicate effectively with a diverse clientele.

As a BDC Representative (Legal Sales) - Client Intake Specialist at The United Firm, your core responsibilities will include screening incoming client calls, monitoring potential client inquiries, and conducting initial client interviews with compassion and empathy. You will also document details accurately, schedule meetings for potential clients, and assist attorneys with tasks related to new case openings. Your role is vital for setting up the foundation for a successful attorney-client relationship.

Absolutely! The United Firm highly encourages individuals with sales experience to apply for the BDC Representative (Legal Sales) role, regardless of their legal background. Your sales skills and customer service orientation are crucial in this position and can translate well into the legal industry.

Key skills for success as a BDC Representative (Legal Sales) - Client Intake Specialist at The United Firm include excellent communication abilities, strong attention to detail, and a resourceful approach to problem-solving. Being motivated, empathetic, and having the ability to handle high-pressure situations will enable you to thrive in a busy office environment serving potential clients.

The United Firm offers a comprehensive benefits package to BDC Representatives (Legal Sales) - Client Intake Specialists, including medical, dental, and vision insurance, a 401(k) plan, catered lunches, complimentary parking, and paid time off. We prioritize your well-being and career growth, ensuring you have everything you need to succeed in your role.

In handling a difficult client situation, I would first listen carefully to the client's concerns, showing empathy and understanding. I would then work to clarify their issues and reassure them that I am there to help. By calmly offering solutions or alternative options and keeping the lines of communication open, I aim to resolve their concerns effectively.

Successful lead screening as a BDC Representative involves not just identifying suitable cases but also establishing a genuine rapport with potential clients. I would ask targeted questions to assess their needs and ensure they feel heard and respected, while efficiently determining if their case aligns with the firm’s practice areas.

I am drawn to work as a BDC Representative at The United Firm because of the firm’s commitment to client advocacy and support. I believe my background in sales equips me to help clients navigate their concerns, and I appreciate the opportunity to grow within the legal sector while making a positive impact on clients' lives.

I have over three years of experience in customer service, where I honed my skills in managing various client interactions, addressing inquiries, and resolving issues effectively. My ability to provide solutions while maintaining a positive attitude has consistently led to increased customer satisfaction.

When faced with multiple client inquiries, I prioritize based on urgency and potential impact. I ensure that high-priority cases are addressed immediately, while also categorizing others into manageable time slots. My goal is to keep all clients informed, ensuring effective follow-up while managing my time efficiently.

To nurture relationships with potential clients, I focus on active listening, regular follow-ups, and personalizing interactions based on their needs. By maintaining a friendly demeanor and showing genuine interest in their situations, I build trust and establish long-term connections.

Yes! In my previous role, I was tasked with increasing new client appointments by 20% within a quarter. By implementing a targeted outreach strategy combined with consistent follow-ups, I not only met but exceeded that goal, showcasing my commitment to achieving results.

I manage stress by staying organized and maintaining a positive mindset. During busy periods, I break tasks into manageable chunks and take brief breaks to recharge. This practice helps me maintain focus and continue performing at my best despite high-pressure situations.

Empathy is crucial in client intake as it builds rapport and trust with potential clients. Understanding their feelings and concerns allows me to connect on a deeper level, ensuring they feel valued and supported throughout the process, which is essential for a law firm.

I would ensure clear communication with attorneys by establishing regular check-ins to discuss case updates and potential client details. I would also keep detailed notes and documentation accessible for review, so information sharing is streamlined and accurate, fostering a collaborative working environment.