Job Description

Job Description

Customer Service Representative - High Volume Estate Planning Law Firm

Are you passionate about providing exceptional customer service? Do you thrive in a fast-paced environment where every interaction counts? If so, we have an exciting opportunity for you to join our esteemed estate planning law firm as a Customer Service Representative. At Stouffer Legal, we prioritize our clients above all else, and we take immense pride in delivering a level of service that can be compared to the renowned hospitality offered at a Ritz Carlton hotel.

Responsibilities:

• Respond to both in-bound and out-bound calls with the utmost professionalism, courtesy, and empathy, ensuring every client feels valued and heard.
• Act as the first point of contact for clients seeking estate planning services, greeting them warmly and providing a positive and welcoming experience.
• Demonstrate a deep understanding of our services to effectively identify clients' needs and guide them to the appropriate type of appointment they require.
• Utilize sales techniques to effectively communicate the value of our estate planning services, ensuring clients have a clear understanding of the benefits they will receive.
• Manage a high volume of client inquiries, appointments, and follow-ups efficiently while maintaining accuracy and attention to detail.
• Collaborate with our team of attorneys and legal professionals to ensure seamless communication and client satisfaction.
• Address client concerns or complaints with a proactive and problem-solving approach, striving for prompt resolution while adhering to company policies.
• Maintain comprehensive and accurate records of all client interactions and appointments in our customer relationship management (CRM) system.

Requirements:

• Previous experience in customer service or a related field is highly preferred.
• Excellent communication skills, both verbal and written, with a keen ability to actively listen and empathize with clients.
• A strong aptitude for sales, with the ability to understand clients' needs and recommend appropriate solutions.
• Proficiency in using CRM software and other relevant tools to manage client interactions and data effectively.
• Exceptional organizational skills, with the capability to multitask and prioritize tasks in a high-volume environment.
• High level of professionalism and a commitment to delivering the highest standard of customer service.
• A positive attitude, team-oriented mindset, and willingness to adapt to changing business needs.

Benefits:

• Pay day twice a month on the 7th and 21st
• Eligible for benefits upon start date
• Health Insurance (CareFirst) with 50% company contribution
• Dental and Vision Insurance offered
• Short-term and Long-term Disability Insurance 100% paid by company
• Basic Group-Term Life Insurance 100% paid by company
• 401k Contribution with 3% match, no vesting period
• Paid-time off starts at 15 days per year and increases with tenure
• 7 paid holidays
• Employee discount
• Paid training

What you can expect in the Hiring Process:

1. Submit application
2. Phone interview (10-15 minutes)
3. Virtual (Microsoft Teams) interview (1 hour)
4. Complete candidate assessment (emailed to you)
5. In-person interview (1 hour)
6. Job offer and completion of reference checks and background check
7. You’re hired!

Application Instructions

We encourage everyone to include a cover letter, your resume, and a statement of interest with your application.

Company Description

Join our dynamic team, and become a part of an organization that values its clients and employees alike. We offer competitive compensation, comprehensive benefits, and opportunities for professional growth within the firm.

Company Description

Join our dynamic team, and become a part of an organization that values its clients and employees alike. We offer competitive compensation, comprehensive benefits, and opportunities for professional growth within the firm.