Key Responsibilities

● Create a relationship-oriented, exciting first impression.

● Serve as the first point of contact for all inbound calls.

● Answer, screen, and route calls appropriately to the right team members.

● Handle inquiries from existing clients (mostly attorneys), potential clients, and other professional contacts.

● Send a handwritten postcard to first-time callers.

● Provide accurate information about services and escalate calls when necessary.

● Maintain detailed call logs and records in CRM or designated systems.

● Follow intake protocols to ensure every caller feels heard and valued.

● Collaborate with internal teams to relay important messages and follow-ups.

● Represent the company with professionalism, confidentiality, and empathy.

Qualifications

● Excellent English communication skills (verbal and written).

● Self-starter, proactive, and able to improve the customer experience by going the extra mile.

● Clear, professional phone presence with the ability to build rapport quickly.

● Prior experience in intake, customer service, call center, or receptionist roles strongly preferred.

● Comfort and professionalism in speaking with attorneys and other high-level professionals.

● Personality that enjoys building relationships and rapport with people.

● Strong organizational skills and attention to detail.

● Ability to multitask, prioritize, and manage time effectively.

● Tech-savvy with experience using CRMs, call management tools, or similar software.

● Availability to work full-time during Mountain Time (MT) hours.

Qualifications

● Competitive compensation.

● Full-time, remote role with stable hours.

● Opportunity to work with a supportive, growing team.

● Professional development and training opportunities.

● A chance to play an essential role in how clients experience our company.