Intake Specialist

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

📋 Description

• Serve as the initial point of contact for potential clients through phone, email, and online channels, focusing on personal injury inquiries.

• Conduct comprehensive intake interviews to gather legal, personal, and incident-specific information from prospective personal injury clients.

• Precisely input and manage client data in the intake management system while ensuring confidentiality is upheld.

• Assess client inquiries to ascertain case eligibility and outline next steps, guaranteeing prompt follow-up and appropriate routing to legal professionals.

• Deliver clear and empathetic explanations regarding the legal intake process, expected timelines, and available services.

• Assist attorneys and legal teams by ensuring that client information is thorough and well-organized for their review.

• Uphold professionalism and confidentiality in all client interactions, particularly due to the sensitive nature of personal injury cases.

⛳️ Requirements

• High school diploma or equivalent is required; coursework in legal studies or related fields is beneficial.

• Minimum of 1 year of experience in client service, customer support, intake, call center, or administrative roles (experience in legal or personal injury intake is preferred).

• Exceptional written and verbal communication skills, demonstrating a professional and empathetic demeanor.

• Strong organizational, time management, and multitasking capabilities.

• Proficiency in office software (Microsoft Office, Google Workspace) and the ability to quickly learn legal or intake management applications.

• Capacity to uphold strict data confidentiality and professionalism while handling sensitive personal and legal information.

🏝️ Benefits

• Flexible work arrangements

• Professional development opportunities