V104- Client Experience Representative

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.

As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022!

Job Description:

Responsibilities include, but are not limited to:

• Handle approximately 5 calls per hour while delivering quality client interactions

• Collect and document contact information for qualified leads and refer them to the intake team for further evaluation

• Answer and manage a high volume of incoming calls while maintaining a professional and friendly tone

• Support consultation preparation for internal stakeholders by ensuring all required documentation is available

• Review and assess online submissions from platforms such as Justia or Intaker to determine case viability

• Respond to general inquiries about the firm and intake process, and transfer calls to appropriate team members when needed

• Assist with administrative tasks and provide support to the front-of-house team as needed

• Retrieve and upload property-related documents using TitlePro247 to prepare for consultations

• Send declination emails and provide referrals to disqualified prospective clients when appropriate

• Maintain accurate CRM records, including detailed client account creation and updates in HubSpot

• Perform email outreach to prospective clients who submit inquiries through the website

• Schedule consultations using calendar tools such as Calendly or internal scheduling systems

• Gather necessary information for initial consultations and create client records in HubSpot

• Disqualify callers whose cases are not handled by the firm while maintaining a positive experience

• Conduct initial screening of prospective clients to identify case type and determine eligibility

Requirements:

Work Shift:

Languages:

Ready to dive in? Apply now and make sure to follow all the instructions! 

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.