Customer Care Advocate

Company:  Cammisa Markel PLLC
Location: New York
Closing Date: 19/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description

Are you passionate about immigration law and dedicated to providing exceptional care to clients? Do you thrive on helping others achieve their dreams and find joy in their gratitude for your work? If you excel at communicating with clients, understanding their needs, and ensuring a seamless immigration journey, then we have the perfect role for you. Join our dynamic team in New York, NY, and play a vital part in guiding clients through the complexities of the immigration process as a Scheduling and Client Intake Specialist. Your primary responsibilities will include warmly welcoming clients, building trust through informed responses about immigration law, and fostering a spirit of collaboration and support. Every interaction with a client is an opportunity to showcase our commitment to quality, outstanding service, and expertise. Your ability to articulate the company's values, services, and knowledge will be key in attracting and retaining clients. As the ideal candidate, you will be instrumental in encouraging clients to schedule consultations and ensuring they have a positive experience from their initial contact with the firm to their consultation session. Your role will involve handling client inquiries, coordinating consultations based on visa eligibility, managing the intake process, collecting necessary information and documentation, preparing attorneys with relevant client details, and providing compassionate support throughout the client journey. Compensation: • Salary range: $60,000 - $70,000 depending on experience • Paid Time Off • Health Benefits after 90 days • Eventual 401k Matching Please provide 2-3 paragraphs telling us why you believe you’re the right candidate for this role in the cover letter screening question that will be emailed to you. Why do we need to meet you? What can you do that someone else can’t, makes you different or stand out? In short, why are you the best choice? Responsibilities: • Manage the client pipeline by handling incoming inquiries and persuading clients to enroll in services. • Schedule client consultations and meetings with attorneys using the Clio Case Management System. • Take charge of the intake process, developing systems to streamline procedures and maximize the capabilities of the Clio case management platform. • Understand clients' immigration needs, identify required assistance, and gather essential information through qualifying questions. • Coordinate the schedules of two attorneys, ensuring they are well-prepared for client consultations. • Update clients, attorneys, and calendars with any changes to consultation schedules. • Collaborate closely with attorneys and paralegals to respond promptly to client inquiries. • Conduct thorough intake interviews to collect necessary information and documentation for immigration consultations. • Provide attorneys with client summaries before consultations to facilitate effective engagement. • Enter client data into case management systems in preparation for consultations. • Offer empathetic support and guidance to clients, addressing their questions and concerns professionally. • Maintain organized records of client communications and case-related documentation. • Assist clients in using the Clio Client Portal and troubleshoot any issues. • Continuously seek ways to improve the client experience and internal processes. Qualifications: • Bachelor's degree or equivalent experience. • Sales experience - able to influence and inspire people to work with the firm. • Previous experience working in immigration law is a must. • Proficiency in using the Clio case management system is preferred. • In-depth knowledge of various visa categories, including but not limited to B, E1/E2/E3, H-1B, H3, F1, J-1, L-1, O-1, P1, and employment and marriage-based green card processes. • Familiarity with the document requirements for each type of immigration case listed above. • Ability to anticipate what visa types will likely be discussed in a consultation based on the information provided by the prospective client in the initial outreach and draft clarifying questions or request supporting documentation that will be useful to an attorney in the consultation. • Excellent communication and interpersonal skills, with a strong emphasis on empathy and client care. • Exceptional organizational skills and attention to detail. • Ability to work effectively in a fast-paced environment and manage multiple priorities simultaneously. Compensation: $60,000 - $70,000 yearly DOE

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• Manage the client pipeline by handling incoming inquiries and persuading clients to enroll in services. •
• Schedule client consultations and meetings with attorneys using the Clio Case Management System. •
• Take charge of the intake process, developing systems to streamline procedures and maximize the capabilities of the Clio case management platform. •
• Understand clients' immigration needs, identify required assistance, and gather essential information through qualifying questions. •
• Coordinate the schedules of two attorneys, ensuring they are well-prepared for client consultations. •
• Update clients, attorneys, and calendars with any changes to consultation schedules. •
• Collaborate closely with attorneys and paralegals to respond promptly to client inquiries. •
• Conduct thorough intake interviews to collect necessary information and documentation for immigration consultations. •
• Provide attorneys with client summaries before consultations to facilitate effective engagement. •
• Enter client data into case management systems in preparation for consultations. •
• Offer empathetic support and guidance to clients, addressing their questions and concerns professionally. •
• Maintain organized records of client communications and case-related documentation. •
• Assist clients in using the Clio Client Portal and troubleshoot any issues. •
• Continuously seek ways to improve the client experience and internal processes.

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