We are seeking experienced Intake Specialists to join our team and manage the initial intake process for leads or clients seeking legal services in the field of personal injury law. In this role, you will play a pivotal part in ensuring that individuals receive the assistance they need by effectively gathering information, assessing needs, and coordinating consultations with our legal experts. If you have a background in personal injury intake, outstanding communication skills, and a passion for providing empathetic and efficient service, we encourage you to apply.
NOTE: Candidates must be proficient in both English and Spanish, spoken and written. Only resumes in English will be considered. This application is open to individuals who permanently reside in any Latin American country.
Responsibilities:
- Serve as the first point of contact for potential clients via phone or email, ensuring a welcoming and professional experience.
- Gather and document detailed information from individuals seeking legal services, focusing on their needs and the specifics of their cases.
- Listen attentively and empathetically to understand each individual’s circumstances and determine how the firm can assist.
- Complete legal intake forms accurately, ensuring all required information is obtained.
- Schedule consultations with attorneys, coordinating appointment times and ensuring all necessary information is communicated to both clients and legal teams.
- Provide clear and helpful guidance to individuals, directing them to the appropriate team members or external resources as necessary.
- Maintain organized records of all client interactions and follow-ups within the firm’s CRM or case management system.
- Conduct follow-up communications to ensure potential clients receive the support they need and to identify additional needs.
- Support administrative tasks, including managing calendars, handling documentation, and other related duties.
Requirements
- Minimum 1 year of experience working as an intake specialist in a personal injury US law firm.
- Exceptional verbal and written communication skills in English and Spanish.
- Proven ability to manage client information accurately and in a timely manner.
- Strong organizational and time management skills, with the ability to prioritize and multitask effectively.
- Experience in scheduling consultations with attorneys and coordinating appointment logistics.
- Proficiency in setting up meetings, managing schedules, and ensuring all necessary details are communicated clearly.
- Experience in appointment setting or customer service roles is highly desirable.
- A legal background or prior experience working in a legal environment is advantageous.
- High level of discretion and confidentiality when handling sensitive client information.
Benefits
- Biweekly Payments: Guaranteed with no deductions from our end.
- Long-Term Opportunities: Build a lasting professional relationship with us.
- Fully Remote: Work from the comfort of your home—no onsite travel required.
- Paid Time Off: Enjoy 2 weeks of paid leave and recognition of US holidays.
- Wellness Support: Access our in-house psychologist and wellness coaching services.
- Professional Growth: Benefit from free training, language improvement sessions, and coaching programs.
- Exclusive Learning Access: Unlock free access to 200+ continuous improvement courses.
