Remote Intake Specialist

Summary

Join our team as an Intake Specialist and play a pivotal role in ensuring individuals receive the assistance they need by gathering information, assessing needs, and coordinating consultations with our legal experts.

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
• 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

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

Preferred Qualifications

• Previous experience in sales or customer service roles is preferred
• Legal background is advantageous

Benefits

• Fully remote job
• Biweekly payments with zero deductions from our end
• Bank transfer fee subsidies
• Yearly salary increases and anniversary bonus
• Gym and internet bonuses to support your lifestyle
• Paid birthday off to celebrate your day
• 2 weeks of paid vacation and recognition of US holidays
• Mental health support and a strong work-life balance culture
• Free training and continuous improvement programs
• Long-term work relationship with room to grow