NonAttorney Salesperson Case Specialist
Robinson and Casey, PLLC, Boca Raton, Florida, us, 33481
At Robinson & Casey, our Case Specialists connect with families when clarity is most needed. We are a highly specialized law firm focused exclusively on the Marchman Act and Guardianship cases, serving families during some of the most difficult moments of their lives. This is meaningful work with real impact.
What You’ll Do
Serve as the primary point of contact for prospective clients, guiding them through initial questions and determining fit.
Conduct structured consult calls to assess eligibility, urgency, and options.
Educate families on the Marchman Act and Guardianship options.
Accurately document information in our CRM and case management systems.
Coordinate next steps with attorneys, client concierge, and legal staff.
Maintain professionalism and compassion in high‑emotion conversations.
Who You Are
Calm under pressure and emotionally intelligent.
Balance empathy with structure and process.
Communicate clearly and confidently by phone and in writing.
Detail‑oriented and comfortable working with systems and scripts.
Thrive in a role with high accountability and clear expectations.
Understand that accuracy and follow‑through matter.
Experience & Skills
Prior experience in sales, case management, or client services required.
Strong verbal communication skills.
Comfortable with call volume and performance metrics.
Tech‑savvy and able to learn CRM and legal software quickly.
Prior legal, healthcare, or social services experience preferred.
Why Robinson & Casey
Purpose‑driven work that changes lives.
A focused, expert practice (we are not generalists).
Structured training and clear performance standards.
A supportive, collaborative team environment.
Leadership that values precision, professionalism, and growth.
Hybrid Work Location This position is hybrid with some in‑person responsibilities in Boca Raton, FL.
Compensation $85,000-$95,000 per year.
#J-18808-Ljbffr
What You’ll Do
Serve as the primary point of contact for prospective clients, guiding them through initial questions and determining fit.
Conduct structured consult calls to assess eligibility, urgency, and options.
Educate families on the Marchman Act and Guardianship options.
Accurately document information in our CRM and case management systems.
Coordinate next steps with attorneys, client concierge, and legal staff.
Maintain professionalism and compassion in high‑emotion conversations.
Who You Are
Calm under pressure and emotionally intelligent.
Balance empathy with structure and process.
Communicate clearly and confidently by phone and in writing.
Detail‑oriented and comfortable working with systems and scripts.
Thrive in a role with high accountability and clear expectations.
Understand that accuracy and follow‑through matter.
Experience & Skills
Prior experience in sales, case management, or client services required.
Strong verbal communication skills.
Comfortable with call volume and performance metrics.
Tech‑savvy and able to learn CRM and legal software quickly.
Prior legal, healthcare, or social services experience preferred.
Why Robinson & Casey
Purpose‑driven work that changes lives.
A focused, expert practice (we are not generalists).
Structured training and clear performance standards.
A supportive, collaborative team environment.
Leadership that values precision, professionalism, and growth.
Hybrid Work Location This position is hybrid with some in‑person responsibilities in Boca Raton, FL.
Compensation $85,000-$95,000 per year.
#J-18808-Ljbffr