Intake and Retention Specialist

Position Summary:

The Retention Specialist ensures a seamless client experience by combining the functions of intake, quoting, and retainer management. This role is dedicated to building strong client relationships, providing clear and accurate service information, and ensuring that retainer agreements are executed with professionalism, compliance, and efficiency. By fostering trust and delivering excellent communication, the Retention Specialist helps streamline operations while supporting clients in making informed retention decisions.

• Act as the first point of contact for potential clients via phone, email, and online inquiries.
• Schedule consultations and manage attorney availability using firm calendar systems.
• Maintain accurate client records in the firm’s case management system.
• Greet clients virtually or in person and prepare them for initial consultations.
• Follow up with leads to monitor engagement and readiness to retain services.

• Education & Experience:
  
  High school diploma or equivalent required; prior experience in client services, intake, or sales preferred.
• Bilingual Communication
  
  Skills:
  
  Strong verbal and written communication, with the ability to explain complex information clearly and professionally in Spanish.
• Customer Service Orientation:
  Demonstrated ability to build rapport, foster trust, and handle client interactions with empathy and professionalism.
• Organizational
  
  Skills:
  
  Highly detail-oriented with the ability to manage multiple client files, schedules, and follow-ups simultaneously.
• Technical Proficiency:
  Comfortable using case management systems, CRMs, and digital communication platforms.
• Team
  
  Collaboration:
  
  Ability to work closely with attorneys and staff to ensure accuracy and compliance in all client agreements.
• Problem-Solving:
  Skilled at addressing client concerns, answering questions, and guiding clients through decision-making with confidence.

This is an excellent opportunity for a bilingual professional looking to grow within a dynamic and supportive team. We value initiative, accuracy, and professionalism, and we are committed to fostering a workplace environment where employees can thrive and contribute meaningfully to our mission.

Be part of something bigger—join our mission and grow your career.

Health Insurance: 90% employer-paid premiums
Vision & Dental: 100% employer-paid coverage
Disability Insurance:
Full coverage for short- and long-term disability

401(k):
Up to 4% employer match annually

Friday Lunches:
Weekly team lunches on us
Paid Holidays:
At least 10 paid holidays annually
Team Events:
Social activities to foster team connection and celebrate wins

Konare Law participates in E-Verify to confirm the employment eligibility of all newly hired employees.