Sales Agent

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

📋 Description

• Prepare and structure client case files in accordance with firm protocols.

• Confirm employer and insurance details for each new intake case.

• Monitor and gather any missing documents or client information to finalize case files.

• Collaborate with Intake Specialists and other team members to facilitate seamless case transitions.

• Maintain precise and timely records utilizing legal software systems.

⛳️ Requirements

• A minimum of 2 years of experience in legal settings, back-office operations, or remote customer service.

• Proficient in English (reading, writing, and speaking) with near-native fluency.

• A reliable high-speed internet connection and a trustworthy computer are essential.

• Must be available to work California hours, including holidays.

• Strong organizational and administrative capabilities.

• Exceptional attention to detail and strong follow-up skills.

• Professional and prompt communication via phone, email, and text.

🏝️ Benefits

• Fully remote work opportunity.

• Paid time off during your first year.

• Social benefits.

• Well-being programs.

• Competitive bonus program.