Representative

• Handle approximately 5 calls per hour while delivering quality client interactions
• Assist with administrative tasks and support the front-of-house team as needed
• Review and assess online submissions from Justia or Intaker to determine case viability
• Conduct initial screening of prospective clients to identify case type and eligibility
• Gather information for initial consultations and create client records in HubSpot
• Perform email outreach to prospective clients who submit website inquiries
• Send declination emails and provide referrals to disqualified prospective clients when appropriate
• Retrieve and upload property-related documents using TitlePro247
• Schedule consultations using Calendly or internal scheduling systems
• Maintain accurate CRM records and update HubSpot client accounts
• Respond to general inquiries and transfer calls to appropriate team members
• Answer and manage a high volume of incoming calls professionally
• Collect and document contact information for qualified leads and refer them to the intake team
• Disqualify callers whose cases are not handled by the firm while maintaining a positive experience
• Support consultation preparation by ensuring required documentation is available

Explore Client Experience Representative II at Job Duck. Review requirements and application details.