Legal Intake Specialist

Summary

Join Pearl Talent and work remotely as a Case Manager for a leading pre-settlement legal funding company! Manage client and law firm communications, oversee funding applications, and review legal documentation. Guide clients through the funding process, ensuring accuracy and efficiency. This fast-paced role requires strong communication and client-facing skills, along with experience in sales, legal funding, or related fields. The company offers retention bonuses, an annual retreat, and a supportive work environment. Work from anywhere in the Philippines with paid time off, mentorship, and growth opportunities.

Requirements

• 2+ years in sales, legal funding, personal injury, claims processing, or client-facing roles
• Experience handling sensitive legal documentation
• Familiarity with personal injury case types (e.g., auto accidents, premises liability)
• Strong communication skills and a client-first attitude
• Proficiency in Google Workspace
• Ability to multitask in a fast-paced, high-volume environment

Responsibilities

• Oversee a pipeline of incoming pre-settlement funding applications
• Communicate with clients, attorneys, and medical providers to collect case details and documentation
• Provide compassionate and efficient guidance to applicants throughout the funding process
• Analyze legal documents such as police reports, medical records, and settlement documents
• Ensure the completeness and accuracy of law firm submissions
• Maintain CRM accuracy with timely updates on case statuses
• Monitor progress of applications and prioritize high-urgency cases effectively

Preferred Qualifications

• Experience in US legal or insurance sectors
• CRM and legal tracking tool knowledge
• Spanish-speaking skills (optional but welcome)

Benefits

• Paid Time Off – 2 weeks leave plus US federal holidays
• Mentorship – hands-on guidance from legal funding professionals
• Growth – access to tools and resources to enhance your legal and client service skills
• Global Community – join a network of top-tier professionals from LATAM, South Africa, and Southeast Asia
• Wellness – flexible schedule designed for work-life harmony