Carolina Estate Planning
Chapel Hill, North Carolina
We're a growing estate planning, probate, and fiduciary litigation law firm in Chapel Hill, NC. We're looking for a Client Engagement Specialist: a salesperson who would rather understand people than talk at them. Our clients don't come to us to buy documents. They come because something in their life feels uncertain. A parent's health is declining, a loved one has died, or a family is in conflict, and they want a better future. Your job is to help them see what that future can look like and make a courageous decision to get there. This is not a hunting job. You won't be cold calling. Prospective clients come to us, our Intake team prepares them, and you meet with about four families a day. The people who thrive here are gatherers. They love building relationships, they stay in touch over weeks or months, and they measure success by how the client's life changes. Compensation: $150,000+ (on-target earnings based on performance) Responsibilities: Who you are Curious. You ask good questions, listen more than you talk, and want to understand a family's situation before you recommend anything. Tenacious. You follow up warmly and persistently, because you know "not yet" isn't "no." Resilient. A no-show, a "let me think about it," or a slow week doesn't knock you off course. You bring the same energy to the next call. Client-centered. You're comfortable not being the expert in the room, because our attorneys handle the legal advice. You'd rather the client be the hero of the story than you. Proven in sales. You've sold high-end services or products consultatively and have the results to show for it. You can discuss big price points and complex, emotional situations with maturity and sensitivity. Responsibilities Conduct about four 1-hour initial consultations a day (in-person or Zoom) with families who need estate planning or probate help Follow up with prospective clients who haven't decided yet, and stay in touch with former clients Manage the process from consultation through engagement and hand-off to the legal team, and keep accurate records in our CRM Qualifications: Qualifications 2+ years of consultative sales with a track record of results, ideally selling high-end professional services Inside sales experience nurturing warm or inbound leads CRM experience, including reporting Clear communication by phone, by video, and in writing Willingness to learn quickly about new topics like Wills, Trusts, and Probate. No legal experience is required, because the salesperson never gives legal advice. Real-life experience and a few "battle scars" that give you empathy are a plus. Many of the families we serve are facing dementia, other progressive illnesses, grief, or end-of-life decisions. If you've overcome a major obstacle and made an important change in your own life, you know at your core that others can do it too. How we sell We believe sales is a service we do for our prospects. We help them understand their situation, think through their options, and make courageous decisions about their future. Even if we don't take on someone's case, every prospective client should leave better off than when they came in. Our motto is "Everyone Gets Helped." If you think sales is about pressure, or about what you can "get" from someone or "talk them into," this isn't the role for you. We see the sale as the beginning of a long-term relationship. If you want a career (we really think of it as more of a calling) with competitive income and benefits, plenty of training, total transparency, and work that feeds your soul because you're truly helping people, we'd love to hear from you. Compensation and benefits $60,000 base plus a performance bonus, with $150,000 in on-target earnings. Benefits include paid holidays, paid time off, and medical, dental, and vision insurance with 100% of premiums paid by the firm, plus a retirement savings plan with employer match. How to apply Please include a cover letter that answers these three questions: Tell us about a customer you stayed in touch with for weeks or months before they decided. What kept you going? Tell us about a time you asked a customer a question that changed how you understood their situation. Why does helping families with estate planning and probate interest you? Applicants who include a cover letter will be invited to complete a brief written interview before any live interviews. It helps us see how you read, write, and think. About Company We help North Carolina families plan for the future, settle loved ones' estates, and resolve disputes. Four values guide how we work: Stewardship. Clients trust us with their families' futures and a lifetime of assets. We act with integrity, protect confidentiality, and leave things better than we found them. Accountability. Families rely on us to get every detail right. We follow through, communicate early, and take ownership of our work. Everyone Gets Helped. Many people come to us grieving or facing family conflict. We listen first, explain things plainly, and treat everyone with dignity. Build a Life Worth Protecting. We help clients plan around what matters most, and we want the same for our team. We value results over looking busy. If you want to be exceptionally good at what you do, we'd like to hear from you. Compensation details: 00 Yearly Salary PIb47dab8ba50f-7108
11/12/2026
Full time
We're a growing estate planning, probate, and fiduciary litigation law firm in Chapel Hill, NC. We're looking for a Client Engagement Specialist: a salesperson who would rather understand people than talk at them. Our clients don't come to us to buy documents. They come because something in their life feels uncertain. A parent's health is declining, a loved one has died, or a family is in conflict, and they want a better future. Your job is to help them see what that future can look like and make a courageous decision to get there. This is not a hunting job. You won't be cold calling. Prospective clients come to us, our Intake team prepares them, and you meet with about four families a day. The people who thrive here are gatherers. They love building relationships, they stay in touch over weeks or months, and they measure success by how the client's life changes. Compensation: $150,000+ (on-target earnings based on performance) Responsibilities: Who you are Curious. You ask good questions, listen more than you talk, and want to understand a family's situation before you recommend anything. Tenacious. You follow up warmly and persistently, because you know "not yet" isn't "no." Resilient. A no-show, a "let me think about it," or a slow week doesn't knock you off course. You bring the same energy to the next call. Client-centered. You're comfortable not being the expert in the room, because our attorneys handle the legal advice. You'd rather the client be the hero of the story than you. Proven in sales. You've sold high-end services or products consultatively and have the results to show for it. You can discuss big price points and complex, emotional situations with maturity and sensitivity. Responsibilities Conduct about four 1-hour initial consultations a day (in-person or Zoom) with families who need estate planning or probate help Follow up with prospective clients who haven't decided yet, and stay in touch with former clients Manage the process from consultation through engagement and hand-off to the legal team, and keep accurate records in our CRM Qualifications: Qualifications 2+ years of consultative sales with a track record of results, ideally selling high-end professional services Inside sales experience nurturing warm or inbound leads CRM experience, including reporting Clear communication by phone, by video, and in writing Willingness to learn quickly about new topics like Wills, Trusts, and Probate. No legal experience is required, because the salesperson never gives legal advice. Real-life experience and a few "battle scars" that give you empathy are a plus. Many of the families we serve are facing dementia, other progressive illnesses, grief, or end-of-life decisions. If you've overcome a major obstacle and made an important change in your own life, you know at your core that others can do it too. How we sell We believe sales is a service we do for our prospects. We help them understand their situation, think through their options, and make courageous decisions about their future. Even if we don't take on someone's case, every prospective client should leave better off than when they came in. Our motto is "Everyone Gets Helped." If you think sales is about pressure, or about what you can "get" from someone or "talk them into," this isn't the role for you. We see the sale as the beginning of a long-term relationship. If you want a career (we really think of it as more of a calling) with competitive income and benefits, plenty of training, total transparency, and work that feeds your soul because you're truly helping people, we'd love to hear from you. Compensation and benefits $60,000 base plus a performance bonus, with $150,000 in on-target earnings. Benefits include paid holidays, paid time off, and medical, dental, and vision insurance with 100% of premiums paid by the firm, plus a retirement savings plan with employer match. How to apply Please include a cover letter that answers these three questions: Tell us about a customer you stayed in touch with for weeks or months before they decided. What kept you going? Tell us about a time you asked a customer a question that changed how you understood their situation. Why does helping families with estate planning and probate interest you? Applicants who include a cover letter will be invited to complete a brief written interview before any live interviews. It helps us see how you read, write, and think. About Company We help North Carolina families plan for the future, settle loved ones' estates, and resolve disputes. Four values guide how we work: Stewardship. Clients trust us with their families' futures and a lifetime of assets. We act with integrity, protect confidentiality, and leave things better than we found them. Accountability. Families rely on us to get every detail right. We follow through, communicate early, and take ownership of our work. Everyone Gets Helped. Many people come to us grieving or facing family conflict. We listen first, explain things plainly, and treat everyone with dignity. Build a Life Worth Protecting. We help clients plan around what matters most, and we want the same for our team. We value results over looking busy. If you want to be exceptionally good at what you do, we'd like to hear from you. Compensation details: 00 Yearly Salary PIb47dab8ba50f-7108
We are a busy personal injury law firm in Aventura, FL, looking for a Bilingual Legal Intake Specialist who knows how to turn a phone call into a signed client. This is not a receptionist role - it is the front door of our firm. Every call you take could be the next case that changes someone's life, and your job is to make sure qualified callers feel heard, trust us, and sign up on the spot. The right person is a compassionate closer: warm and empathetic with injured callers, but disciplined about following our intake process, qualifying cases, overcoming hesitation, and getting retainers signed the same day. If you have done personal injury intake before and you love the rush of a signed-up client, we want to meet you. Compensation: $60,000 Responsibilities: What You'll Do Answer inbound calls and respond to web leads quickly - speed matters Conduct full intake interviews in English and Spanish, with empathy and professionalism Qualify cases against our firm's criteria (accident type, injuries, treatment, liability, insurance, statute of limitations) Walk qualified prospects through the retainer and e-sign the agreement on the same call whenever possible Follow up persistently with warm leads who didn't sign on the first contact - calls, texts, and emails until they sign or decline Accurately log every lead, call note, and case detail in our CRM / case management system Coordinate with attorneys and case managers to smoothly hand off newly signed clients Hit weekly and monthly sign-up goals Qualifications: Prior legal intake experience is required - personal injury intake strongly preferred Fluent in Spanish and English (verbal and written) - required Proven track record of converting leads into signed clients Comfortable on the phone for most of your shift; strong listener and clear communicator Organized, detail-oriented, and able to juggle multiple leads at once without dropping the ball Familiarity with intake CRMs and e-signature tools (Litify, CASEpeer, Filevine, Lead Docket, DocuSign, or similar) is a big plus Empathetic, calm, and professional - many of our callers are in pain, scared, or overwhelmed Self-motivated and goal-driven; you actually like having a sign-up target About Company Rafaeli Law is a cutting-edge, personal injury law firm that's redefining what it means to serve accident victims with compassion, precision, and relentless advocacy. Since launching in 2020, we've experienced rapid growth by combining high-impact legal representation with innovative technology and a client-first approach. Our team is driven, collaborative, and obsessed with results-we don't just settle cases; we change lives. If you're looking to be part of a modern law firm that values its people as much as its clients, Rafaeli Law is the place to grow. Compensation details: 0 Yearly Salary PI4e217b6-
11/12/2026
Full time
We are a busy personal injury law firm in Aventura, FL, looking for a Bilingual Legal Intake Specialist who knows how to turn a phone call into a signed client. This is not a receptionist role - it is the front door of our firm. Every call you take could be the next case that changes someone's life, and your job is to make sure qualified callers feel heard, trust us, and sign up on the spot. The right person is a compassionate closer: warm and empathetic with injured callers, but disciplined about following our intake process, qualifying cases, overcoming hesitation, and getting retainers signed the same day. If you have done personal injury intake before and you love the rush of a signed-up client, we want to meet you. Compensation: $60,000 Responsibilities: What You'll Do Answer inbound calls and respond to web leads quickly - speed matters Conduct full intake interviews in English and Spanish, with empathy and professionalism Qualify cases against our firm's criteria (accident type, injuries, treatment, liability, insurance, statute of limitations) Walk qualified prospects through the retainer and e-sign the agreement on the same call whenever possible Follow up persistently with warm leads who didn't sign on the first contact - calls, texts, and emails until they sign or decline Accurately log every lead, call note, and case detail in our CRM / case management system Coordinate with attorneys and case managers to smoothly hand off newly signed clients Hit weekly and monthly sign-up goals Qualifications: Prior legal intake experience is required - personal injury intake strongly preferred Fluent in Spanish and English (verbal and written) - required Proven track record of converting leads into signed clients Comfortable on the phone for most of your shift; strong listener and clear communicator Organized, detail-oriented, and able to juggle multiple leads at once without dropping the ball Familiarity with intake CRMs and e-signature tools (Litify, CASEpeer, Filevine, Lead Docket, DocuSign, or similar) is a big plus Empathetic, calm, and professional - many of our callers are in pain, scared, or overwhelmed Self-motivated and goal-driven; you actually like having a sign-up target About Company Rafaeli Law is a cutting-edge, personal injury law firm that's redefining what it means to serve accident victims with compassion, precision, and relentless advocacy. Since launching in 2020, we've experienced rapid growth by combining high-impact legal representation with innovative technology and a client-first approach. Our team is driven, collaborative, and obsessed with results-we don't just settle cases; we change lives. If you're looking to be part of a modern law firm that values its people as much as its clients, Rafaeli Law is the place to grow. Compensation details: 0 Yearly Salary PI4e217b6-
New River Electrical Corporation
Strongsville, Ohio
Position Title: Senior Risk Manager (On Site Position) Location: Strongsville , OH Pay Range: N/A Application Instructions Please complete the application completely and accurately. Position Description POSITION SUMMARY As the Senior Risk Manager at New River Electrical Corporation (the "Company"), you will lead the Company's Risk and Insurance function and serve as a senior member of the Risk and Insurance Department. You will develop and manage the Company's Enterprise Risk Management (ERM) program, direct the day-to-day work of the Risk and Insurance team, and own the Company's insurance, claims, surety, and contract-risk functions. You will provide seasoned direction to the team, act as the primary point of coordination between the Risk and Insurance group and senior leadership, and lead a captive insurance company feasibility study. This position reports to the Senior Vice President, General Counsel and may be based in Strongsville, Ohio or Granville, Ohio. DUTIES/RESPONSIBILITIES Enterprise Risk Management Develop, implement, and manage the Company's Enterprise Risk Management program, including risk identification, assessment, prioritization, mitigation planning, monitoring, and reporting to senior leadership. Establish and maintain a risk register and supporting processes, and drive a consistent, organization-wide approach to identifying and managing enterprise risks. Partner with leadership across finance, operations, safety, HR, and legal to embed risk management into business planning and decision-making. Prepare and deliver periodic ERM reporting to executive leadership and, as directed, to the board or applicable committees. Captive Insurance & Risk Financing Lead the Company's captive insurance company feasibility study, including coordination with actuaries, captive managers, brokers, tax and legal advisors, and internal stakeholders, and present findings and recommendations to senior leadership. Evaluate alternative risk-financing structures and retention strategies, and make recommendations on optimal program design. Insurance & Surety Program Own and administer the Company's insurance program, including property, general liability, auto, workers' compensation, professional/pollution, cyber, and excess/umbrella coverages, in coordination with brokers, carriers, and advisors. Direct the annual insurance renewal process, including underwriting data collection, exposure analysis, application preparation, and coverage placement. Oversee the certificate of insurance process (issuance to customers and collection/review from subcontractors and vendors) and the surety and bonding program, both primarily executed by the Risk and Insurance Specialist. Claims Management Oversee claims across all lines of coverage, including workers' compensation, primarily executed by the Claims Administrator, including intake, reporting, reserve monitoring, and coordination with carriers, third-party administrators, adjusters, and outside counsel. Assist with claims and litigation management, including document collection and preservation, matter tracking, and coordination with outside counsel. Assist with safety-related matters and labor and employment matters as needed, including support for incident investigations, regulatory responses, and document preparation. Contract Risk & General Oversee review of contracts, subcontracts, and customer agreements for insurance, indemnification, limitation of liability, and risk-allocation provisions, primarily executed by the Risk and Insurance Specialist, coordinating with the Legal Department on recommended positions. Answer, track, and manage customer risk assessments, pre-qualification questionnaires, and vendor qualification submissions. Draft, review, and prepare risk-related documents, including internal policies, procedures, and risk and loss reports. Partner with the Senior Vice President, General Counsel and other members of the Legal and Compliance Department to develop risk and compliance training content and substantive templates for use across the organization. Support compliance program administration, including policy management, monitoring activities, and risk and compliance reporting. Conduct research on statutes, regulations, and industry standards relevant to the Company's risk exposures. Perform other duties as assigned. SUPERVISORY RESPONSIBILITIES Directly supervise, mentor, and develop the Risk and Insurance team, currently consisting of two direct reports: Claims Administrator, responsible for claims handling across lines of coverage, including workers' compensation. Risk and Insurance Specialist, responsible for contract review, surety and bonding, certificates of insurance, and coordination with the Company's insurance broker. Set priorities, provide daily direction and coaching, manage workload allocation, conduct performance reviews, and build the capability and capacity of the team as the ERM program matures. CORE COMPETENCIES Demonstrates a high degree of emotional intelligence, including self-awareness, empathy, and the ability to navigate sensitive situations with sound judgment and composure. Builds trust-based relationships across all levels of the organization, approaching colleagues as a true partner and teammate rather than solely as an administrative resource. Provides clear direction and develops others, setting priorities and holding a team accountable while supporting its growth. Communicates with clarity, candor, and respect, able to deliver difficult messages constructively and receive feedback with openness. Thrives in a collaborative, team-oriented environment and actively contributes to a positive and supportive workplace culture. Adapts communication style and approach to meet the needs of diverse stakeholders, from field operations to senior leadership. Demonstrates accountability, reliability, and a genuine commitment to the success of the team. Handles confidential information securely and in accordance with legal and corporate policies. TRAVEL Occasional travel may be required. OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Position Requirements QUALIFICATIONS Bachelor's degree required; degree in risk management, insurance, finance, business, or a related field preferred. Minimum of 7 years of progressive risk management, insurance, or claims experience, including at least 2 years of direct supervisory or team-leadership experience. Construction, electrical, or industrial-sector experience strongly preferred. Professional designation preferred: Associate in Risk Management (ARM), Chartered Property Casualty Underwriter (CPCU), Certified Risk Manager (CRM), or similar. Demonstrated experience building or managing risk programs; familiarity with recognized ERM frameworks such as COSO ERM and ISO 31000 a plus. Experience with commercial insurance programs, renewals, certificates of insurance, and surety/bonding processes. Experience overseeing claims management, including workers' compensation. Experience reviewing contract risk-allocation provisions, including insurance, indemnification, and limitation of liability terms. Captive insurance experience (feasibility, formation, or captive management) preferred. Strong organizational and project management skills and high attention to detail, with the ability to manage multiple priorities and deadlines simultaneously. Strong communication and interpersonal skills, with the ability to interact effectively with senior management, business partners, and external stakeholders. High ethical standards and professional integrity. Proficiency in Microsoft Office Suite and risk management information systems (RMIS) or comparable platforms. Ability to work independently and as part of a team. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to see, talk and hear. The employee is required to sit at a desk and work on a computer for prolonged periods of time. Equal Opportunity Employer AAP/EEO Statement It has been and will continue to be a fundamental policy of the Company not to discriminate on the basis of race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, or status as a veteran, or any other basis protected by applicable federal, state or local law, with respect to recruitment, hiring, training, promotion, and other terms and condition of employment. PIcbccfa4ce5-
11/12/2026
Full time
Position Title: Senior Risk Manager (On Site Position) Location: Strongsville , OH Pay Range: N/A Application Instructions Please complete the application completely and accurately. Position Description POSITION SUMMARY As the Senior Risk Manager at New River Electrical Corporation (the "Company"), you will lead the Company's Risk and Insurance function and serve as a senior member of the Risk and Insurance Department. You will develop and manage the Company's Enterprise Risk Management (ERM) program, direct the day-to-day work of the Risk and Insurance team, and own the Company's insurance, claims, surety, and contract-risk functions. You will provide seasoned direction to the team, act as the primary point of coordination between the Risk and Insurance group and senior leadership, and lead a captive insurance company feasibility study. This position reports to the Senior Vice President, General Counsel and may be based in Strongsville, Ohio or Granville, Ohio. DUTIES/RESPONSIBILITIES Enterprise Risk Management Develop, implement, and manage the Company's Enterprise Risk Management program, including risk identification, assessment, prioritization, mitigation planning, monitoring, and reporting to senior leadership. Establish and maintain a risk register and supporting processes, and drive a consistent, organization-wide approach to identifying and managing enterprise risks. Partner with leadership across finance, operations, safety, HR, and legal to embed risk management into business planning and decision-making. Prepare and deliver periodic ERM reporting to executive leadership and, as directed, to the board or applicable committees. Captive Insurance & Risk Financing Lead the Company's captive insurance company feasibility study, including coordination with actuaries, captive managers, brokers, tax and legal advisors, and internal stakeholders, and present findings and recommendations to senior leadership. Evaluate alternative risk-financing structures and retention strategies, and make recommendations on optimal program design. Insurance & Surety Program Own and administer the Company's insurance program, including property, general liability, auto, workers' compensation, professional/pollution, cyber, and excess/umbrella coverages, in coordination with brokers, carriers, and advisors. Direct the annual insurance renewal process, including underwriting data collection, exposure analysis, application preparation, and coverage placement. Oversee the certificate of insurance process (issuance to customers and collection/review from subcontractors and vendors) and the surety and bonding program, both primarily executed by the Risk and Insurance Specialist. Claims Management Oversee claims across all lines of coverage, including workers' compensation, primarily executed by the Claims Administrator, including intake, reporting, reserve monitoring, and coordination with carriers, third-party administrators, adjusters, and outside counsel. Assist with claims and litigation management, including document collection and preservation, matter tracking, and coordination with outside counsel. Assist with safety-related matters and labor and employment matters as needed, including support for incident investigations, regulatory responses, and document preparation. Contract Risk & General Oversee review of contracts, subcontracts, and customer agreements for insurance, indemnification, limitation of liability, and risk-allocation provisions, primarily executed by the Risk and Insurance Specialist, coordinating with the Legal Department on recommended positions. Answer, track, and manage customer risk assessments, pre-qualification questionnaires, and vendor qualification submissions. Draft, review, and prepare risk-related documents, including internal policies, procedures, and risk and loss reports. Partner with the Senior Vice President, General Counsel and other members of the Legal and Compliance Department to develop risk and compliance training content and substantive templates for use across the organization. Support compliance program administration, including policy management, monitoring activities, and risk and compliance reporting. Conduct research on statutes, regulations, and industry standards relevant to the Company's risk exposures. Perform other duties as assigned. SUPERVISORY RESPONSIBILITIES Directly supervise, mentor, and develop the Risk and Insurance team, currently consisting of two direct reports: Claims Administrator, responsible for claims handling across lines of coverage, including workers' compensation. Risk and Insurance Specialist, responsible for contract review, surety and bonding, certificates of insurance, and coordination with the Company's insurance broker. Set priorities, provide daily direction and coaching, manage workload allocation, conduct performance reviews, and build the capability and capacity of the team as the ERM program matures. CORE COMPETENCIES Demonstrates a high degree of emotional intelligence, including self-awareness, empathy, and the ability to navigate sensitive situations with sound judgment and composure. Builds trust-based relationships across all levels of the organization, approaching colleagues as a true partner and teammate rather than solely as an administrative resource. Provides clear direction and develops others, setting priorities and holding a team accountable while supporting its growth. Communicates with clarity, candor, and respect, able to deliver difficult messages constructively and receive feedback with openness. Thrives in a collaborative, team-oriented environment and actively contributes to a positive and supportive workplace culture. Adapts communication style and approach to meet the needs of diverse stakeholders, from field operations to senior leadership. Demonstrates accountability, reliability, and a genuine commitment to the success of the team. Handles confidential information securely and in accordance with legal and corporate policies. TRAVEL Occasional travel may be required. OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Position Requirements QUALIFICATIONS Bachelor's degree required; degree in risk management, insurance, finance, business, or a related field preferred. Minimum of 7 years of progressive risk management, insurance, or claims experience, including at least 2 years of direct supervisory or team-leadership experience. Construction, electrical, or industrial-sector experience strongly preferred. Professional designation preferred: Associate in Risk Management (ARM), Chartered Property Casualty Underwriter (CPCU), Certified Risk Manager (CRM), or similar. Demonstrated experience building or managing risk programs; familiarity with recognized ERM frameworks such as COSO ERM and ISO 31000 a plus. Experience with commercial insurance programs, renewals, certificates of insurance, and surety/bonding processes. Experience overseeing claims management, including workers' compensation. Experience reviewing contract risk-allocation provisions, including insurance, indemnification, and limitation of liability terms. Captive insurance experience (feasibility, formation, or captive management) preferred. Strong organizational and project management skills and high attention to detail, with the ability to manage multiple priorities and deadlines simultaneously. Strong communication and interpersonal skills, with the ability to interact effectively with senior management, business partners, and external stakeholders. High ethical standards and professional integrity. Proficiency in Microsoft Office Suite and risk management information systems (RMIS) or comparable platforms. Ability to work independently and as part of a team. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to see, talk and hear. The employee is required to sit at a desk and work on a computer for prolonged periods of time. Equal Opportunity Employer AAP/EEO Statement It has been and will continue to be a fundamental policy of the Company not to discriminate on the basis of race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, or status as a veteran, or any other basis protected by applicable federal, state or local law, with respect to recruitment, hiring, training, promotion, and other terms and condition of employment. PIcbccfa4ce5-
Carolina Estate Planning
Winston Salem, North Carolina
We're a growing estate planning, probate, and fiduciary litigation law firm in Winston-Salem, NC. We're looking for a Client Engagement Specialist: a salesperson who would rather understand people than talk at them. Clients don't come to us to buy documents. They come because something in their life feels uncertain. A parent's health is declining, a loved one has died, or a family is in conflict, and they want a better future. Your job is to help them see what that future can look like and make a courageous decision to get there. This is not a hunting job. You won't be cold calling. Prospective clients come to us, our Intake team prepares them, and you meet with about four families a day. The people who thrive here are gatherers. They love building relationships; they stay in touch over weeks or months, and they measure success by how the client's life changes. Compensation: $150,000+ on-target earnings based on performance Responsibilities: Who you are Curious. You ask good questions, listen more than you talk, and want to understand a family's situation before you recommend anything. Tenacious. You follow up warmly and persistently, because you know "not yet" isn't "no." Resilient. A no-show, a "let me think about it," or a slow week doesn't knock you off course. You bring the same energy to the next call. Client-centered. You're comfortable not being the expert in the room, because our attorneys handle the legal advice. You'd rather the client be the hero of the story than you. Proven in sales. You've sold high-end services or products consultatively and have the results to show for it. You can discuss big price points and complex, emotional situations with maturity and sensitivity. Responsibilities Conduct about four 1-hour initial consultations a day (phone/Zoom) with families who need estate planning or probate help Follow up with prospective clients who haven't decided yet, and stay in touch with former clients Manage the process from consultation through engagement and hand-off to the legal team, and keep accurate records in our CRM Qualifications: Qualifications 2+ years of consultative sales with a track record of results, ideally selling high-end professional services Inside sales experience nurturing warm or inbound leads CRM experience, including reporting Clear communication by phone, by video, and in writing Willingness to learn quickly about new topics like Wills, Trusts, and Probate. No legal experience is required, because the salesperson never gives legal advice. Real-life experience and a few "battle scars" that give you empathy are a plus. Many of the families we serve are facing dementia, other progressive illnesses, grief, or end-of-life decisions. If you've overcome a major obstacle and made an important change in your own life, you know at your core that others can do it too. How we sell We believe sales is a service we do for our prospects. We help them understand their situation, think through their options, and make courageous decisions about their future. Even if we don't take on someone's case, every prospective client should leave better off than when they came in. Our motto is "Everyone Gets Helped." If you think sales is about pressure, or about what you can "get" from someone or "talk them into," this isn't the role for you. We see the sale as the beginning of a long-term relationship. If you want a career (we really think of it as more of a calling) with competitive income and benefits, plenty of training, total transparency, and work that feeds your soul because you're truly helping people, we'd love to hear from you. Compensation and benefits $60,000 base plus a performance bonus, with $150,000 in on-target earnings. Benefits include paid holidays, paid time off, and medical, dental, and vision insurance with 100% of premiums paid by the firm, plus a retirement savings plan with employer match. How to apply Please include a cover letter that answers these three questions: Tell us about a customer you stayed in touch with for weeks or months before they decided. What kept you going? Tell us about a time you asked a customer a question that changed how you understood their situation. Why does helping families with estate planning and probate interest you? Applicants who include a cover letter will be invited to complete a brief written interview before any live interviews. It helps us see how you read, write, and think. About Company We help North Carolina families plan for the future, settle loved ones' estates, and resolve disputes. Four values guide how we work: Stewardship. Clients trust us with their families' futures and a lifetime of assets. We act with integrity, protect confidentiality, and leave things better than we found them. Accountability. Families rely on us to get every detail right. We follow through, communicate early, and take ownership of our work. Everyone Gets Helped. Many people come to us grieving or facing family conflict. We listen first, explain things plainly, and treat everyone with dignity. Build a Life Worth Protecting. We help clients plan around what matters most, and we want the same for our team. We value results over looking busy. If you want to be exceptionally good at what you do, we'd like to hear from you. Compensation details: 00 Yearly Salary PI65ce3277ca58-7103
11/11/2026
Full time
We're a growing estate planning, probate, and fiduciary litigation law firm in Winston-Salem, NC. We're looking for a Client Engagement Specialist: a salesperson who would rather understand people than talk at them. Clients don't come to us to buy documents. They come because something in their life feels uncertain. A parent's health is declining, a loved one has died, or a family is in conflict, and they want a better future. Your job is to help them see what that future can look like and make a courageous decision to get there. This is not a hunting job. You won't be cold calling. Prospective clients come to us, our Intake team prepares them, and you meet with about four families a day. The people who thrive here are gatherers. They love building relationships; they stay in touch over weeks or months, and they measure success by how the client's life changes. Compensation: $150,000+ on-target earnings based on performance Responsibilities: Who you are Curious. You ask good questions, listen more than you talk, and want to understand a family's situation before you recommend anything. Tenacious. You follow up warmly and persistently, because you know "not yet" isn't "no." Resilient. A no-show, a "let me think about it," or a slow week doesn't knock you off course. You bring the same energy to the next call. Client-centered. You're comfortable not being the expert in the room, because our attorneys handle the legal advice. You'd rather the client be the hero of the story than you. Proven in sales. You've sold high-end services or products consultatively and have the results to show for it. You can discuss big price points and complex, emotional situations with maturity and sensitivity. Responsibilities Conduct about four 1-hour initial consultations a day (phone/Zoom) with families who need estate planning or probate help Follow up with prospective clients who haven't decided yet, and stay in touch with former clients Manage the process from consultation through engagement and hand-off to the legal team, and keep accurate records in our CRM Qualifications: Qualifications 2+ years of consultative sales with a track record of results, ideally selling high-end professional services Inside sales experience nurturing warm or inbound leads CRM experience, including reporting Clear communication by phone, by video, and in writing Willingness to learn quickly about new topics like Wills, Trusts, and Probate. No legal experience is required, because the salesperson never gives legal advice. Real-life experience and a few "battle scars" that give you empathy are a plus. Many of the families we serve are facing dementia, other progressive illnesses, grief, or end-of-life decisions. If you've overcome a major obstacle and made an important change in your own life, you know at your core that others can do it too. How we sell We believe sales is a service we do for our prospects. We help them understand their situation, think through their options, and make courageous decisions about their future. Even if we don't take on someone's case, every prospective client should leave better off than when they came in. Our motto is "Everyone Gets Helped." If you think sales is about pressure, or about what you can "get" from someone or "talk them into," this isn't the role for you. We see the sale as the beginning of a long-term relationship. If you want a career (we really think of it as more of a calling) with competitive income and benefits, plenty of training, total transparency, and work that feeds your soul because you're truly helping people, we'd love to hear from you. Compensation and benefits $60,000 base plus a performance bonus, with $150,000 in on-target earnings. Benefits include paid holidays, paid time off, and medical, dental, and vision insurance with 100% of premiums paid by the firm, plus a retirement savings plan with employer match. How to apply Please include a cover letter that answers these three questions: Tell us about a customer you stayed in touch with for weeks or months before they decided. What kept you going? Tell us about a time you asked a customer a question that changed how you understood their situation. Why does helping families with estate planning and probate interest you? Applicants who include a cover letter will be invited to complete a brief written interview before any live interviews. It helps us see how you read, write, and think. About Company We help North Carolina families plan for the future, settle loved ones' estates, and resolve disputes. Four values guide how we work: Stewardship. Clients trust us with their families' futures and a lifetime of assets. We act with integrity, protect confidentiality, and leave things better than we found them. Accountability. Families rely on us to get every detail right. We follow through, communicate early, and take ownership of our work. Everyone Gets Helped. Many people come to us grieving or facing family conflict. We listen first, explain things plainly, and treat everyone with dignity. Build a Life Worth Protecting. We help clients plan around what matters most, and we want the same for our team. We value results over looking busy. If you want to be exceptionally good at what you do, we'd like to hear from you. Compensation details: 00 Yearly Salary PI65ce3277ca58-7103
We are a busy personal injury law firm in Aventura, FL, looking for a Bilingual Legal Intake Specialist who knows how to turn a phone call into a signed client. This is not a receptionist role - it is the front door of our firm. Every call you take could be the next case that changes someone's life, and your job is to make sure qualified callers feel heard, trust us, and sign up on the spot. The right person is a compassionate closer: warm and empathetic with injured callers, but disciplined about following our intake process, qualifying cases, overcoming hesitation, and getting retainers signed the same day. If you have done personal injury intake before and you love the rush of a signed-up client, we want to meet you. Compensation: $60,000 Responsibilities: What You'll Do Answer inbound calls and respond to web leads quickly - speed matters Conduct full intake interviews in English and Spanish, with empathy and professionalism Qualify cases against our firm's criteria (accident type, injuries, treatment, liability, insurance, statute of limitations) Walk qualified prospects through the retainer and e-sign the agreement on the same call whenever possible Follow up persistently with warm leads who didn't sign on the first contact - calls, texts, and emails until they sign or decline Accurately log every lead, call note, and case detail in our CRM / case management system Coordinate with attorneys and case managers to smoothly hand off newly signed clients Hit weekly and monthly sign-up goals Qualifications: Prior legal intake experience is required - personal injury intake strongly preferred Fluent in Spanish and English (verbal and written) - required Proven track record of converting leads into signed clients Comfortable on the phone for most of your shift; strong listener and clear communicator Organized, detail-oriented, and able to juggle multiple leads at once without dropping the ball Familiarity with intake CRMs and e-signature tools (Litify, CASEpeer, Filevine, Lead Docket, DocuSign, or similar) is a big plus Empathetic, calm, and professional - many of our callers are in pain, scared, or overwhelmed Self-motivated and goal-driven; you actually like having a sign-up target About Company Rafaeli Law is a cutting-edge, personal injury law firm that's redefining what it means to serve accident victims with compassion, precision, and relentless advocacy. Since launching in 2020, we've experienced rapid growth by combining high-impact legal representation with innovative technology and a client-first approach. Our team is driven, collaborative, and obsessed with results-we don't just settle cases; we change lives. If you're looking to be part of a modern law firm that values its people as much as its clients, Rafaeli Law is the place to grow. Compensation details: 0 Yearly Salary PI4e217b6-
11/11/2026
Full time
We are a busy personal injury law firm in Aventura, FL, looking for a Bilingual Legal Intake Specialist who knows how to turn a phone call into a signed client. This is not a receptionist role - it is the front door of our firm. Every call you take could be the next case that changes someone's life, and your job is to make sure qualified callers feel heard, trust us, and sign up on the spot. The right person is a compassionate closer: warm and empathetic with injured callers, but disciplined about following our intake process, qualifying cases, overcoming hesitation, and getting retainers signed the same day. If you have done personal injury intake before and you love the rush of a signed-up client, we want to meet you. Compensation: $60,000 Responsibilities: What You'll Do Answer inbound calls and respond to web leads quickly - speed matters Conduct full intake interviews in English and Spanish, with empathy and professionalism Qualify cases against our firm's criteria (accident type, injuries, treatment, liability, insurance, statute of limitations) Walk qualified prospects through the retainer and e-sign the agreement on the same call whenever possible Follow up persistently with warm leads who didn't sign on the first contact - calls, texts, and emails until they sign or decline Accurately log every lead, call note, and case detail in our CRM / case management system Coordinate with attorneys and case managers to smoothly hand off newly signed clients Hit weekly and monthly sign-up goals Qualifications: Prior legal intake experience is required - personal injury intake strongly preferred Fluent in Spanish and English (verbal and written) - required Proven track record of converting leads into signed clients Comfortable on the phone for most of your shift; strong listener and clear communicator Organized, detail-oriented, and able to juggle multiple leads at once without dropping the ball Familiarity with intake CRMs and e-signature tools (Litify, CASEpeer, Filevine, Lead Docket, DocuSign, or similar) is a big plus Empathetic, calm, and professional - many of our callers are in pain, scared, or overwhelmed Self-motivated and goal-driven; you actually like having a sign-up target About Company Rafaeli Law is a cutting-edge, personal injury law firm that's redefining what it means to serve accident victims with compassion, precision, and relentless advocacy. Since launching in 2020, we've experienced rapid growth by combining high-impact legal representation with innovative technology and a client-first approach. Our team is driven, collaborative, and obsessed with results-we don't just settle cases; we change lives. If you're looking to be part of a modern law firm that values its people as much as its clients, Rafaeli Law is the place to grow. Compensation details: 0 Yearly Salary PI4e217b6-
Overview Provide a safe environment for patients, visitors and staff in the behavioral health inpatient unit. Assist in providing care to individuals with behavioral/emotional/mental health diagnosis. This position is responsible for ensuring that all therapeutic activities, therapeutic groups, daily schedules are being followed, and implemented while directing direct care staff in guiding patients towards attending their treatment goals. Qualifications Certifications: Crisis Prevention Institute (CPI) Training within 3 months - Crisis Prevention Institute (CPI) Basic Life Support (BLS) within 30 days - American Heart Association (AHA) Education: Bachelor's Degree: Social Science, Work Experience : 1 year of behavioral health experience. Responsibilities THERAPEUTIC ENVIRONMENT AND SAFETY FOCUS: Assists in the creation and maintenance of a safe, caring, nurturing, healing, and educative environment. Supports the treatment by providing education on ways to minimize behavioral outbursts through use of preventative strategies such as building positive relationships, rapport, and being a primary support to patients when additional care and behavioral management are needed. Ensures all therapeutic activities, groups, and daily schedules are being followed. Directs staff toward interventions that ensure individual and milieu safety. De-escalates patients utilizing the CPI model for patient interventions and prevention strategies. Takes initiative in making decisions and taking immediate action to ensure safety Serves as role model to reduce/eliminate use of seclusion/restraints through the use of effective verbal de-escalation and patient support. Participates in application of seclusion/restraints when appropriate; provides monitoring of patients in such situations; completes appropriate documentation Participates in patient and staff debriefing Helps patients to develop strategies that are effective in managing stressful situations which may provoke behavioral outbursts. These strategies may include but are not limited to, coping skills and emotional regulation to achieve success in their treatment goals and remain safe during hospitalization. Interfaces effectively with behavioral health and security staff to promote a safe environment; calls for additional assistance if needed Provides supportive care to patients and families when appropriate Monitors video/audio equipment to ensure patient, visitor and staff safety, and/or makes "rounds" in the immediate patient care area Completes electronic event reports as indicated Will work directly with patients when behavior cannot be managed in the milieu with other patients. During this supportive intervention, this role will incorporate strategies that promote patient success and safety in the milieu. ASSESSMENT FOCUS: Obtains pertinent clinical data from patients/significant others seeking Behavioral Health Services. Ensures patients are treated with respect and dignity Compliant with legal components of admissions/treatment recommendations (mental health code, confidentiality act, voluntary/involuntary admissions, patients' rights, obtaining releases of information) Documents interventions in a succinct and goal directed manner Incorporates trauma informed care through therapeutic interactions, interventions, and de-escalation principles to patients when additional support is needed. This includes, but not limited to, removing patients from situations or settings that may pose a risk or are unsafe for patients. Provides support, sets limits, and/or facilitates learning from the situation if/when providing direct patient care Assesses patients and suggests treatment goals for patients that pose a risk to themselves or others in the milieu. PERFORMANCE IMPROVEMENT FOCUS: Assists in Performance Improvement activities for area. Actively promotes and achieves customer satisfaction (patient, family, departments and physicians) Assists in completing chart audits and compiling other data to evaluate performance Role model for other team members Compiles and assists in analyzing intake, utilization and patient flow data Generates ideas for improving processes, treatment, and patient care Participates in Root Cause Analyses and assists in development of action plans and implementation of action plans Collaborates with the unit manager on ways to ensure a supportive and structured environment is maintained for all patients and staff Collaborates with the staff and the educator to foster therapeutic communication, intervention, and prevention strategies so the hospital, unit, or area where patients are served can fulfill its primary mission of providing quality health care within a safe environment and community. COMMUNITY RESOURCE FOCUS: Assists with disposition planning and serves as a referral source for patients seeking assistance. Educates Behavioral Health patients/families/significant others about effective strategies to manage behavioral outbursts and achieve success during treatment. Possesses a working knowledge of community services Assists in referring patients to the most clinically appropriate setting Incorporates trauma informed care and recovery principles in education to patients, staff, and families. Assists with removing any barriers patients/families encounter with recommendations Acts as a patient advocate to ensure the patient is successful in their ongoing treatment after hospitalization Maintains solid working relationships with other community providers Recognizes and reports abuse/neglect situations as required by law About Us Find it here. Discover the job, the career, the purpose you were meant for. At Carle Health, we're committed to fostering a workplace where every team member feels valued, respected and empowered, where passion and purpose come together to positively impact the lives of our patients and our communities. Find it all at Carle Health. Our nearly 17,000 team members and providers work together to support patient care across central and southeastern Illinois. We've grown to include eight, award-winning hospitals and a multispecialty provider group with more than 1,500 doctors and advanced practice providers. We're developing the next generation of providers and healthcare professionals through Carle Illinois College of Medicine, the world's first engineering-based medical school, and Methodist College. Carle BroMenn Medical Center, Carle Foundation Hospital, Carle Health Methodist Hospital, Carle Health Proctor Hospital, Carle Health Pekin Hospital, and Carle Hoopeston Regional Health Center hold Magnet designations, the nation's highest honor for nursing care. We offer opportunities in several communities throughout central Illinois with potential for growth and life-long careers at Carle Health. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Carle Health participates in E-Verify and may provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization. For more information: . Compensation and Benefits The compensation range for this position is $22.75per hour - $37.99per hour. This represents a good faith minimum and maximum range for the role at the time of posting by Carle Health. The actual compensation offered a candidate will be dependent on a variety of factors including, but not limited to, the candidate's experience, qualifications, location, training, licenses, shifts worked and compensation model. Carle Health offers a comprehensive benefits package for team members and providers. To learn more visit careers.carlehealth.org/benefits.
11/02/2026
Full time
Overview Provide a safe environment for patients, visitors and staff in the behavioral health inpatient unit. Assist in providing care to individuals with behavioral/emotional/mental health diagnosis. This position is responsible for ensuring that all therapeutic activities, therapeutic groups, daily schedules are being followed, and implemented while directing direct care staff in guiding patients towards attending their treatment goals. Qualifications Certifications: Crisis Prevention Institute (CPI) Training within 3 months - Crisis Prevention Institute (CPI) Basic Life Support (BLS) within 30 days - American Heart Association (AHA) Education: Bachelor's Degree: Social Science, Work Experience : 1 year of behavioral health experience. Responsibilities THERAPEUTIC ENVIRONMENT AND SAFETY FOCUS: Assists in the creation and maintenance of a safe, caring, nurturing, healing, and educative environment. Supports the treatment by providing education on ways to minimize behavioral outbursts through use of preventative strategies such as building positive relationships, rapport, and being a primary support to patients when additional care and behavioral management are needed. Ensures all therapeutic activities, groups, and daily schedules are being followed. Directs staff toward interventions that ensure individual and milieu safety. De-escalates patients utilizing the CPI model for patient interventions and prevention strategies. Takes initiative in making decisions and taking immediate action to ensure safety Serves as role model to reduce/eliminate use of seclusion/restraints through the use of effective verbal de-escalation and patient support. Participates in application of seclusion/restraints when appropriate; provides monitoring of patients in such situations; completes appropriate documentation Participates in patient and staff debriefing Helps patients to develop strategies that are effective in managing stressful situations which may provoke behavioral outbursts. These strategies may include but are not limited to, coping skills and emotional regulation to achieve success in their treatment goals and remain safe during hospitalization. Interfaces effectively with behavioral health and security staff to promote a safe environment; calls for additional assistance if needed Provides supportive care to patients and families when appropriate Monitors video/audio equipment to ensure patient, visitor and staff safety, and/or makes "rounds" in the immediate patient care area Completes electronic event reports as indicated Will work directly with patients when behavior cannot be managed in the milieu with other patients. During this supportive intervention, this role will incorporate strategies that promote patient success and safety in the milieu. ASSESSMENT FOCUS: Obtains pertinent clinical data from patients/significant others seeking Behavioral Health Services. Ensures patients are treated with respect and dignity Compliant with legal components of admissions/treatment recommendations (mental health code, confidentiality act, voluntary/involuntary admissions, patients' rights, obtaining releases of information) Documents interventions in a succinct and goal directed manner Incorporates trauma informed care through therapeutic interactions, interventions, and de-escalation principles to patients when additional support is needed. This includes, but not limited to, removing patients from situations or settings that may pose a risk or are unsafe for patients. Provides support, sets limits, and/or facilitates learning from the situation if/when providing direct patient care Assesses patients and suggests treatment goals for patients that pose a risk to themselves or others in the milieu. PERFORMANCE IMPROVEMENT FOCUS: Assists in Performance Improvement activities for area. Actively promotes and achieves customer satisfaction (patient, family, departments and physicians) Assists in completing chart audits and compiling other data to evaluate performance Role model for other team members Compiles and assists in analyzing intake, utilization and patient flow data Generates ideas for improving processes, treatment, and patient care Participates in Root Cause Analyses and assists in development of action plans and implementation of action plans Collaborates with the unit manager on ways to ensure a supportive and structured environment is maintained for all patients and staff Collaborates with the staff and the educator to foster therapeutic communication, intervention, and prevention strategies so the hospital, unit, or area where patients are served can fulfill its primary mission of providing quality health care within a safe environment and community. COMMUNITY RESOURCE FOCUS: Assists with disposition planning and serves as a referral source for patients seeking assistance. Educates Behavioral Health patients/families/significant others about effective strategies to manage behavioral outbursts and achieve success during treatment. Possesses a working knowledge of community services Assists in referring patients to the most clinically appropriate setting Incorporates trauma informed care and recovery principles in education to patients, staff, and families. Assists with removing any barriers patients/families encounter with recommendations Acts as a patient advocate to ensure the patient is successful in their ongoing treatment after hospitalization Maintains solid working relationships with other community providers Recognizes and reports abuse/neglect situations as required by law About Us Find it here. Discover the job, the career, the purpose you were meant for. At Carle Health, we're committed to fostering a workplace where every team member feels valued, respected and empowered, where passion and purpose come together to positively impact the lives of our patients and our communities. Find it all at Carle Health. Our nearly 17,000 team members and providers work together to support patient care across central and southeastern Illinois. We've grown to include eight, award-winning hospitals and a multispecialty provider group with more than 1,500 doctors and advanced practice providers. We're developing the next generation of providers and healthcare professionals through Carle Illinois College of Medicine, the world's first engineering-based medical school, and Methodist College. Carle BroMenn Medical Center, Carle Foundation Hospital, Carle Health Methodist Hospital, Carle Health Proctor Hospital, Carle Health Pekin Hospital, and Carle Hoopeston Regional Health Center hold Magnet designations, the nation's highest honor for nursing care. We offer opportunities in several communities throughout central Illinois with potential for growth and life-long careers at Carle Health. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Carle Health participates in E-Verify and may provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization. For more information: . Compensation and Benefits The compensation range for this position is $22.75per hour - $37.99per hour. This represents a good faith minimum and maximum range for the role at the time of posting by Carle Health. The actual compensation offered a candidate will be dependent on a variety of factors including, but not limited to, the candidate's experience, qualifications, location, training, licenses, shifts worked and compensation model. Carle Health offers a comprehensive benefits package for team members and providers. To learn more visit careers.carlehealth.org/benefits.
