Remote Intake Specialist

Summary

Join Rockpoint Legal Funding as an Intake Specialist in a remote role, where you'll facilitate requests, establish business relationships, and deliver exceptional customer service. As the initial point of contact between Rockpoint and law offices, you'll present our products and services, discuss ways to add value, and manage client intake paperwork.

Requirements

• Must have Intake Specialist experience, preferably in the personal injury space
• Must be detail-oriented, very organized, and possess a strong multitasking ability
• Must be an energetic and reliable individual who can thrive in a fast-paced, performance-driven organization
• Should have high emotional intelligence, charisma, interpersonal skills, and the ability to read between the lines and ask the right questions
• Excellent communication skills (verbal, listening, writing)
• High level of comfort and confidence on the phone and the ability to communicate effectively through email
• You must speak fluent English and Spanish (C1, C2, or C3)
• You must have a high-speed internet connection at your home (80 Mbps)
• Up-to-date laptop with at least 8GB RAM
• You must have a working computer system. Two computer monitors are a plus!

Responsibilities

• Obtain case information and process requests
• Actively cross-selling products and services to clients by seeking opportunities to maximize cases
• Managing incoming and outgoing phone calls and emails from law firms, surgical facilities, hospitals, and doctors regarding funding processes, surgeries
• Preparing files to submit to the Account Management team for review
• Maintain accurate and up-to-date records of all client interactions and case information
• Manage and organize client intake paperwork and documentation
• Respond promptly to inquiries from potential clients via phone, email, and in-person visits
• Provide compassionate support and guidance to clients throughout the intake process, addressing their questions and concerns with professionalism and empathy
• Ensure accurate record keeping and notating of clients personal details and medical histories before clients are transferred
• Performs additional duties as assigned

Benefits

• Paid Holidays
• 5 PTO Days / Year