Intake Specialist

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

📋 Description

• Communicate via phone with prospective personal injury clients to assess their needs, ensure their comfort, present the firm as the ideal solution, and secure them as new clients.

• Independently manage a high volume of calls and messages while seamlessly transitioning between various tasks.

• Promptly engage new inbound leads through phone, text, and email communications.

• Utilize lead management software to oversee and monitor the prospect pipeline.

• Schedule and perform comprehensive phone interviews to evaluate case potential.

• Qualify and enroll potential clients, addressing objections with a customer-focused soft-sales strategy.

• Execute new-client intake and onboarding processes within the lead-management software.

⛳️ Requirements

• A minimum of 2 years of experience in sales, customer success, account management, or client onboarding (required).

• At least 1 year of recent experience in a fast-paced office setting (required).

• Proficiency in Spanish – bilingual fluency is preferred.

• A proven track record of exceeding goals and metrics (preferred).

• Experience in professional services or B2C environments (preferred).

• An associate's degree or higher (preferred).

• Ability to commit to approximately 20 hours per week during specified Saturday, Sunday, and weekday shifts.

• Availability to work during PST hours.

🏝️ Benefits

• Competitive compensation package.

• Opportunities for professional growth and development.

• Supportive work environment with a focus on team collaboration.