Intake Specialist

We are seeking dedicated Intake Specialists to join our team and manage the initial intake process for leads or clients seeking legal services. As an Intake Specialist, you will play a pivotal role in ensuring that individuals receive the assistance they need by effectively gathering information, assessing needs, and coordinating consultations with our legal experts. If you have a passion for providing exceptional customer service, excellent communication skills, and the ability to thrive in a fast-paced environment, we encourage you to apply.
NOTE: Candidates must be proficient in both English and Spanish, spoken and written. Only resumes in English will be considered. This position is open to applicants from all Latin American countries.
Responsibilities:

Act as the first contact with leads by phone or email, being friendly and helpful

Collect important details from people who need assistance

Listen carefully and empathetically to understand what people need and figure out how the firm can help

Fill out legal forms if necessary

Guide people to the right places within the firm or elsewhere for help

Keep Records of customer interactions

Follow up with people to make sure they get help or see if they need more support

Assist with everyday tasks like booking appointments, managing schedules, and handling paperwork

Requirements

Bachelors degree.

3+ years of experience in customer service, appointment setting or interpretation roles at contact centers

Experience managing information flow in a timely and accurate manner

Ability to manage calendars and set up meetings

Previous experience in sales or customer service roles is preferred

Legal background is advantageous

Outstanding organizational and time management skills

Excellent verbal and written communication skills in English, and Spanish or Portuguese

Discretion and confidentiality in handling sensitive information

Benefits

Biweekly payments, free of deductions from our end

Long-term work relationship perspective

Fully remote job, 40 hours per week, with 2 days off

Paid vacation time and recognition of US holidays

Mental health support and work-life balance culture

Collaborative and inclusive work environment

Paid training and continuous improvement programs

Stafi