JOB SUMMARY
Our Marketing Representative helps to boost title company growth and sales. S/He conducts market research, develops business strategies, builds client relationships, and identifies new business opportunities. The representative makes calls to produce title and escrow business for our title company. S/He establishes relationships with individuals who can generate further business. This position also professionally promotes our products and services to existing and new agents.
JOB PURPOSE:
Marketing representatives are skilled in obtaining leads and closings. They are also responsible for generating new revenue through the marketing and sales of the company’s services. The ideal candidate will be able to work closely with company leadership and continuously develop and feed a sales pipeline, generate new opportunities, and close the deal with those new opportunities.
DUTIES & RESPONSIBILITIES
Becomes familiar with the company's vision and mission, seeking to accomplish set goals and objectives.Conducts market research and identifies potential clients and business opportunities.Build long term relationships with clients through in person visits, phone calls and virtual meetings.Makes five (5) telemarketing phone calls per day to prospectsUpdate territory and customer list monthlyMakes a minimum of 10 in-person calls (remote where appropriate) and 25 contacts per week.Assists in maintaining sales pipeline files with opportunities, projected revenue, projected close dates, and statusesEstablishes new/closed orders and income goals (i.e., daily, monthly, quarterly and annually)Attends appropriate real estate boards, building and mortgage banker meetings, and the likeJoins and actively participates in organizations that will produce leads for new businessCultivates strong relationships with new clients while maintaining existing client relationships.Maintains client information in the CRM database.Works closely with staff across departments to implement growth strategies.Develops and implements sales strategies, client service and retention plans, and analyzes sales data to inform or update marketing strategies.Assists with drafting business plans, sales pitches, presentations, reference material, and other documents. Demonstrate ability to market and sell the company’s services.Manages multiple projects concurrently and meets deadlines.Participate in events such as trade shows and/or sales conferencesStay abreast on current trends and industry changesStrive to continuously meet or exceed performance goals and objectivesDemonstrates strong interpersonal skills with the ability to engage effectively with various levels of management, staff, and clients.Performs other duties as assigned. Adheres to company policies and guidelines.Ability to travel based upon client or company needsQUALIFICATIONS
EXPERIENCE
1 - 2 years relevant work experience in business development or similar field preferred.1 – 2 years of experience in Title Insurance/Settlement services salesProven sales track recordEDUCATION
Prefer Bachelor’s Degree in business management, marketing, or related field.CERTIFICATIONS, LICENSES, INSURANCE
No certifications are required.A valid state driver’s license and clean driving record are required.Automobile insurance and a reliable vehicle are required.KNOWLEDGE
Must have an understanding of insurance and real property concepts, as well as general knowledge of Texas Department of Insurance regulations.SKILLS
Adaptable: adapts to new, different, or changing requirementsAggressive in acquiring new clientsCritical thinking: uses logical thought processes to analyze and draw conclusionsCustomer focused: is pleasant, courteous, and professional when dealing with internal and external customers or clientsDependable and reliable: displays responsible behaviors at workInitiative: demonstrates a willingness to work and seeks out new work challengesIntegrity: treats others with honesty, fairness and respectMotivated to advance in his/her careerProfessional: maintains a professional demeanor at workRespectful: works effectively with those who have diverse backgroundsTeam player: works effectively with othersTechnology: uses information technology and related applications to convey and retrieve information; demonstrates strong computer skills in Microsoft Office, email programs, and internet browsersTelephone skills, including a pleasant phone voice and etiquetteVerbal communication: maintains open lines of communication with othersESSENTIAL JOB FUNCTIONS (including physical requirements)
This position requires repetitive use of a keyboard, bending, sitting, squatting, and simple grasping.Some lifting (0-25 pounds) may be required.Travel required
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Read LessThe Law Office of Lantis G. Roberts, PLLC is a small litigation law firm. We practice in the areas of Employment Law and Personal Injury Law. We represent Plaintiffs.
Are you up for a challenge? Are you a fast learner?Do you enjoy helping people?Can you be an asset to our team?We are looking to add an outgoing and energetic individual to our team to assist with evaluating potential cases and clients to determine if they are suitable for our firm.
Position: LEGAL INTAKE SPECIALIST – Answer incoming calls and emails to effectively screen potential clients and determine if the firm can assist them with their legal matter.
Compensation: $12.00 - $14.00/hour
Firm Website: www.dotheyoweme.com and www.kreativelaw.com
Hours: Full-time temporary position. 32+ hours per week. Must be available to work during regular business hours Monday – Friday from 8:30am – 5:30pm. Some weekends and evening hours may be required based on the needs of the firm.
Job Requirements: All candidates are required to pass a criminal background check and pre-employment drug screening.
Ability to think outside of the box;Excellent customer service skills;Excellent decision-making skills;Prefer a minimum of 1 to 2 years of customer service experience;Must have excellent verbal & written communication skills;Positive attitudeSpecial Requirements: Highly prefer bilingual candidate who speaks Spanish and English.
Documentation Requirements: Cover Letter and Resume.
***NO RECRUITERS and NO PHONE CALLS***
Essential Duties and Responsibilities: Legal Intake Specialist work in a call center environment answering incoming calls to vet potential clients to determine if the firm can assist them
Legal Intake Specialist Job Duties:
Answer/Respond to all potential client leads by phone or email.Communicate with all potential clients to gather relevant information related to the potential client’s possible personal injury or employment law claim.Enter all information from Potential client in Clio Grow or other relevant CRM;Prepare attorney for all consultations;Assist with scheduling all consultations and meetings;Identify and escalate priority issues and route calls to the appropriate person;Complete all assigned tasks;Participate in all required meetings;Explain representation agreement, attorney fees and services to new clients;Handle case set-up to include: Data Entry into Clio-Grow and Export to Clio, if lead is converted;Client folder;Request Police reports;Requests medical and billing records;Attach photos and/or documents received from potential client;Sending clinic referrals;Sending Fee Agreements to potential clients for signatureSet up initial treatment appointment with physicians on personal injury cases.Locate clinic providers outside of our general provider list and occasionally send LOP’s to friendly medical providers.Serve as a contact for client communication prior to client being assigned to a Case Manager or other staff member.Convert phone leads into Firm sign-ups and maintain quota related to personal injury cases and employment law cases.Assist with client communications on ongoing matters, as needed or assigned by the firmPowered by JazzHR
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Read LessThe Law Office of Lantis G. Roberts, PLLC is a small litigation law firm. We primarily practice in the areas of Employment Law and Personal Injury Law. We practice in both State and Federal Courts in Texas. We represent Plaintiffs.
We are seeking an energetic, dedicated, and client-focused Legal Assistant to join our team.
Are you up for a challenge? Are you a fast learner?Do you enjoy helping people?Position: Legal Assistant - Enhances attorney effectiveness by developing case information, evidence, and settlement options; tracking cases; supporting attorney's trial proceedings; administrative tasks, and responding to telephone and written inquiries. Must be able to assist with the attorney’s arbitration and mediation practice, as needed.
Compensation: $13.00 - $16.00/hour
Firm Website: www.dotheyoweme.com and www.kreativelaw.com
Hours: Full-time position. 32+ hours per week. Must be available to work during regular business hours Monday – Friday from 8:30am – 5:30pm. Some weekends and evening hours may be required based on the needs of the firm.
Job Requirements: All candidates are required to pass a criminal background check and pre-employment drug screening. Must have a high school diploma. Associates Degree or some college is preferred.
**** PREFERRED TO HAVE 1-2 YEARS EXPERIENCE IN HANDLING PERSONAL INJURY CASES****
Special Requirements: Highly prefer bilingual candidate who speaks Spanish and English.
Documentation Requirements: Cover Letter, Resume, and Legal Writing Sample of a legal related document that you have drafted.
***NO RECRUITERS and NO PHONE CALLS***
Legal Assistant Job Duties:
Must have a working knowledge of personal injuryPreferred to have a working knowledge of employment lawAnswer incoming calls to provide callers with basic case informationMust be able to assist with the client screening and intake process for all casesMust be able to effectively communicate verbally and in writingDraft and send various letters to clients, insurance companies, medical providers, and other case contactsSort, scan, and document mail and other correspondenceProblem SolverThink outside of the BoxDraft petitions and complaints to file lawsuits in State and Federal Court.Draft motions and responses to motionsDraft Initial Disclosures.Draft Discovery Responses and objections.Draft Discovery requests (admissions, disclosure, interrogatories, and productions) to propound on opposing counsel.Draft subpoenas and notices of intent to take a deposition.Coordinate service of process on citations and summons with private process servers.Calendar all deadlines and ensure that deadlines are met. Make use of an effective tickler system.Schedule depositions, court hearings, conferences, meetings, travel, and mediations.All trial preparation tasks traditionally handled by Legal Assistants.Prepare Trial notebooks, trial exhibits, jury charges, witness lists, and exhibits lists.Perform intake and screening with potential clients.Complete file review for new cases.Prepare deposition summaries.Prepare case summariesLien negotiations and reductions.Request client’s medical and billing records.Prepare summary of medical recordsRedact records.Maintain communication with insurance companies, attorneys, courts, and medical providers.Keeps clients informed by maintaining contact; communicating case progress.Conduct appropriate legal research in Westlaw.Draft legal documents, including but limited to motions and other court-related filings.E-file court documents in the Texas E-filing systemPrepare correspondence to clients, courts, and opposing counsel.Must be familiar with PACER, ECF, Texas E-file, and Westlaw.Welcomes guests and clients by greeting them in person or on the telephone; answering or directing inquiries.Participate in ongoing business development, networking opportunities, and marketing activities.Powered by JazzHR
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