Access and support team with confidential customer payment informationMake decisive decisions and answer coworker inquiries for ideal customer resolutionAssess and answer customer emails processed through Salesforce applicationsCalmly handle high volume queue calls with the team to provide optimal customer serviceManage consistent email triaging of assignments to coworkers and escalations to superiorsManage orders in online system and place specialty orders

Perform free initial consultation with potential clientsAnswer and route high volume of incoming callsEvaluate priority of potential cases and guide cases along Hubspot and Salesforce pipeline

Maintain and develop internal client intake procedures and systemsKickstart friendly and professional relationship with potential clientsInitiate communication and follow-ups with firm members to track client statusCreate email drip campaign for potential clientsMaintain firm calendar and coordinate meetings for attorneysProofread and draft legal documents and follow up on case statusesEnsure complete confidentiality for all firm members, clients, and potential clientsHandle special projects to support/improve internal systems

Maintain and improve the quality of the Drive-thru while tracking sales and progressAssess and solve problems in collaboration with leadership teamCommunicate expectations and any changes in procedure to promote optimal workflowEnsure employee productivity (optimal labor and staffing) to meet business and customer needsResponded to and resolved any customer questions and concernsMaintained a safe work environment by observing safety procedures, policies, and regulations