Legal Intake Specialist

This is a fully remote position, open to applicants in Chile, +6 more countries.

📋 Description

• Assist with administrative duties related to client and case onboarding.

• Uphold confidentiality and adhere to HIPAA regulations and firm policies.

• Engage in professional communication with clients, attorneys, and internal staff.

• Arrange consultations and follow up with potential clients.

• Evaluate potential cases for eligibility based on Social Security Disability criteria.

• Conduct thorough intake interviews that encompass medical, employment, and personal histories.

• Clarify the disability application and appeals procedures.

• Input, update, and ensure the accuracy of client information in the case management system.

• Handle incoming calls and address online inquiries from prospective clients.

⛳️ Requirements

• High school diploma or equivalent is mandatory.

• Bachelor’s degree is preferred but not essential.

• Prior experience in a law firm, client intake, or call center is preferred.

• Familiarity with Social Security Disability, including SSDI and SSI, is preferred but not essential.

• Competence in using computers, data entry, and CRM or case management systems is required.

• Capability to handle high call volumes and sensitive situations in a professional manner.

• Availability from 8:00 AM to 5:00 PM EST/EDT.

• Proficiency in both English and Spanish is required.

🏝️ Benefits

• Training on matters related to Social Security Disability will be offered.

• Option for remote work is available.

• Guidance from recruiters throughout the application process.