Intake Specialist

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

📋 Description

• Gather relevant information from prospective clients.

• Motivate prospective clients to finalize legal agreements when they meet specific criteria.

• Follow up with pre-qualified leads and support the electronic signing of agreements.

• Respond to potential client inquiries via phone.

• Refer calls to a supervisor or attorney when legal inquiries arise or if objections cannot be resolved.

• Address inquiries, concerns, and issues from potential clients promptly and professionally.

• Serve as a link between potential clients and attorneys.

• Ensure the proper completion, signing, and filing of attorney intake forms and documents.

• Collect additional documentation from clients as necessary.

• Maintain confidentiality of client information in accordance with legal and ethical standards.

• Collaborate with attorneys and staff to facilitate a seamless transition from intake to case management.

⛳️ Requirements

• Minimum of 12 months experience in inside sales, customer service, call center, or a similar role.

• Excellent interpersonal and communication skills, with the ability to establish trust and rapport.

• Capability to learn and adhere to scripts and guidelines.

• High school diploma or equivalent qualification required.

• Must possess a flexible schedule and be available to work at least one weekend day.

🏝️ Benefits

• 3 Weeks Paid Time Off

• 12 Weeks of Guaranteed Paid Parental Leave

• Comprehensive Insurance Coverage (Medical, Dental, Vision, etc.)

• 401(k) Retirement Savings Plan

• Wellness Initiatives/Employee Assistance Program

• Rewards and Recognition Programs

• Career Development Opportunities

• Bi-weekly Bonuses