Global Intake Specialist – Bilingual

This is a fully remote position, open to applicants in Florida.

📋 Description

• Act as the main point of contact for potential clients via phone and messaging platforms.

• Conduct initial client intake discussions in both English and Spanish while providing a high-touch, empathetic experience.

• Establish rapport, listen attentively, ask insightful follow-up questions, and ensure prospective clients feel acknowledged and confident in the firm.

• Transform qualified leads into signed clients through a consultative, relationship-driven sales methodology.

• Articulate the firm's value convincingly without resorting to high-pressure sales techniques.

• Clarify the intake process and manage expectations for prospective clients.

• Collect and document vital client information, identify key details, and relay qualified matters to the appropriate attorney or team member.

• Provide later-day intake assistance and occasional weekend support as required.

• Utilize RingCentral, messaging applications, and firm platforms for communication, ensuring accurate information and coordination with internal team members.

• Assist with specific intake-related or early case-support tasks, such as initiating claims, when intake volume permits.

⛳️ Requirements

• Must possess fluency in both English and Spanish, encompassing speaking, reading, and writing abilities.

• Proven experience in delivering empathetic, client-focused customer service.

• Capability to quickly build rapport, listen actively, manage expectations, and provide a premium one-on-one client experience.

• Competence in utilizing a consultative, relationship-based sales approach to foster trust and convert qualified leads.

• Preferably, experience in professional services, customer-facing sales, or a related field.

• Comfortable working remotely with consistent availability, responsiveness, and effective collaboration during late-day working hours.

• Highly proficient with computers.

• Access to a reliable computer and a strong internet connection.

• Ability to effectively utilize digital communication tools and platforms.

• Strong phone demeanor and professional communication skills in both English and Spanish.

• Experience in legal intake, personal injury, automobile insurance, insurance claims, or case management is a significant advantage but not mandatory.

🏝️ Benefits

• Opportunity to make a meaningful impact on clients.

• Autonomous work environment with clear expectations and ownership.

• Stable team dynamics.

• Opportunities for learning and skill development.

• Chance to enhance skills in client service, legal intake, communication, and relationship-based sales.

• Experience working with a U.S.-based law firm.