Client Results Expert Level 1

Job Title:

Client Results Expert Level 1

Reports To:

Director of Operations

Location:

Tampa, FL – Office

Employment Type:

Full‑Time

Status:
Hourly

Hours:

40 Hours Per Week, 8:30 am – 5:00 pm

Compensation:
Starting at $22 per hour, depending on experience, plus incentives

Benefits:
Health Insurance, 401K, Paid Time Off

This position welcomes new clients to Matt Law with a warm and understanding outlook. Clients have recently suffered a traumatic event, resulting in the loss of a loved one or significant personal injury. They are uncertain about their future and require guidance through a difficult time. The role provides quick, empathetic support and answers to ensure clients feel heard and valued.

• Accept the intake and fully onboard the client
• Perform all investigation tasks
• Prepare notice letters for all parties
• Collect insurance information
• Assist client with doctors, property damages, bills, and lost wages
• Apply knowledge of the three main elements of a claim to reduce friction points
• Maintain strong computer skills, including typing above 35 words per minute
• Communicate effectively with team members, clients, and insurance companies

• Request medical records and bills
• Conduct online searches and discovery related to defendants
• Collect, review, and organize evidence to prove liability, causation, and damages
• Willingness to teach and lead a team as skills, judgment, and experience grow

• Associate degree is a plus but not required; equivalent experience is acceptable
• Professional punctuality and appearance
• Ability to identify and handle various documents
• Proficiency with Honey for creating documents and using templates
• Proficiency in client communication and record‑keeping
• Organized follow‑up on requested information
• Prioritize tasks to complete the most important items first
• Ability to learn, demonstrate skills, and teach others
• Exceptional communication and interpersonal skills
• Positive attitude, teamwork, respect for colleagues
• Ability to work well under pressure and manage multiple projects simultaneously
• Proficient in Excel, Google Docs, Google Sheets, Slack