New Client Intake Specialist

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

📋 Description

• Adhere to intake procedures and scripts to guarantee uniformity.

• Provide translation support during meetings when necessary.

• Assist in securing signed agreements during intake calls.

• Collect pertinent information regarding potential cases.

• Perform conflict checks within the CRM system.

• Accurately input client information into MyCase CRM.

• Arrange consultations with attorneys and legal personnel.

• Screen and assess callers according to firm protocols.

• Respond to incoming calls from prospective clients.

• Maintain thorough and organized client records.

• Clarify general information about services and fees.

• Ensure a positive and professional client experience throughout the intake process.

⛳️ Requirements

• 1-2 years of experience in intake or customer service positions.

• Strong verbal and written communication abilities in both English and Spanish.

• Proficient in active listening and relationship-building skills.

• Compassionate and client-centered approach.

• Outstanding customer service skills.

• Excellent attention to detail.

• Strong problem-solving capabilities.

• Effective organizational and time management skills.

• Ability to multitask and prioritize efficiently.

• Professional phone manners.

• Capacity to stay composed during sensitive discussions.

• Adaptability and flexibility in a fast-paced setting.

• Ability to adhere to scripts and established procedures.

🏝️ Benefits

• Competitive salary.

• Paid Time Off.

• Bonuses.

• 100% remote/home-based position.

• Full-time, long-term career opportunities.

• Parental Leave.

• Professional development and training.

• Dedicated team support.

• Alignment with our clients' core values.