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About the role
Key responsibilities & impact- Handle inbound calls, emails, and/or chat from prospective clients
- Conduct initial intake interviews and gather relevant information
- Accurately document client details in CRM or internal systems
- Assess inquiries and route cases to the appropriate team
- Follow up with leads to ensure completion of intake process
- Maintain a high level of professionalism and empathy in all interactions
- Meet response time and conversion KPIs
Requirements
What you’ll need- Minimum of 2 years of professional experience as an Intake Specialist .
- Working knowledge of personal injury legal terminology and standard intake procedures.
- Proficiency with CRM or legal case management software
- Strong organizational skills with high attention to detail in documentation and client information management.
- Ability to manage multiple client inquiries simultaneously in a high-volume, fast-paced environment.
- Reliable high-speed internet and availability to work consistently during US Time Zones.
- High school diploma or equivalent required.
- Strong commitment to confidentiality and adherence to legal and ethical professional standards.
- Demonstrated empathy and professionalism when supporting potential personal injury clients during initial intake conversations.
Benefits
Comp & perks- Access to a **$200K+ perk marketplace** with discounts on 150+ global services.
- Option to **withdraw up to 50% of approved earnings** before payday.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
intake proceduresdocumentationclient information management
Soft Skills
organizational skillsattention to detailempathyprofessionalismability to manage multiple inquiries
Certifications
high school diploma
