Client Referral Specialist

A new position within the firm, the referral specialist will assist with building a defined and systematic referral program. They will coordinate with the marketing team to identify and maintain relationships with external firms. Our intake team is currently based in Concord, NH, but you may find opportunities to travel to other offices to meet with attorneys.

Duties include, but are not limited to:
• Conducting phone, email/text, and occasional in-person interviews with potential new clients to understand their story, and document accurately the details of the potential matter.
• Managing dozens of potential client files through a defined workflow, from initial contact through to potential retention, referral, or decline. Following up as necessary.
• Understanding the different information needs of several practice areas and accurately record information received from potential new clients in the firm database.
• Working collaboratively to build and optimize a process for handling inbound and outbound referrals.
• Reaching out to and building relationships with external attorneys and law firms.
• Suggesting and facilitating opportunities for attorneys to grow their own networks.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

• High volume inbound calling experience: Must be able to respond to incoming calls/emails in an expedited manner on a daily basis.
• Minimum of 2–3 years’ customer service phone experience in a corporate environment.
• Strong computer skills in Microsoft Office, Outlook, Excel, scanning and maintaining electronic files is a plus.
• Should be a fast learner on new computer programs, prior experience with CRM or referral systems a plus.
• Experience building new processes a plus.
• Attention to detail and proofreading skills.
• Must have excellent communication skills, written and verbal, in English. Multilingual a plus.

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.