Intake Sales Specialist 1 - Lafayette, LA

Answer non-lead phone calls and forward to the appropriate Laborde Earles team member.

Phone and email leads.

Ensure all assigned leads from various lead sources are properly and accurately entered into Litify as “Intakes.”

Daily review of the following status categories to make sure leads are converted to sign-ups and cases we decided to reject are notified quickly:

• Open;

• Working;

• Under Review;

• Pending Sign Up;

• Contract Signed;

• Chase.

Provide excellent service at all times to prospective clients by utilizing the 5 Step script process on all inbound and outbound calls.

• Achieve and maintain an “Effective” rating for: 

  • Call Quality Evaluation Scorecard;

  • Monthly Performance Scorecard.

Sign-ups:

• Ensure that all details are reviewed with Potential New Client;

• Name, address, phone number and email are verified multiple times;

• Verify all parties involved & details of incident;

• Set proper expectations;

• Show empathy and gratitude & be respectful/professional.

• Strive to obtain one call/first call closes for qualified leads.

Referrals:

• Manage referrals by entering details accurately and follow all appropriate steps;

• Follow up with referral partners on acceptance or rejection of referred cases.

Rejections:

• Ensure all rejections are documented in Litify appropriately;

• Ensure all letters are sent out in a timely manner.

Willingness to assist co-workers with:

• Decision making;

• Research any and all information for the potential client;

• Coverage for phones, reception duties, etc.

Exhibit initiative:

• Provide ideas and suggestions for Intake and/or firm.

Flexibility & acceptance of change:

• Embrace new processes;

• Exhibit a positive attitude toward change.