Intake Specialist

Protection Mandate Limited

Intake Specialist assisting potential clients in evaluating cases for legal support. Responsible for guiding clients through the intake process in a fast-paced environment.

Posted 7/31/2026full-timeRemote • Kentucky • 🇺🇸 United StatesJuniorMid-Level💰 $18 - $22 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client intake, case evaluation, and conversion through effective communication and relationship management. Proficient in maintaining accurate data and documentation while achieving performance goals in a fast-paced environment.

Highest-signal resume keywords

Client Intake & Case EvaluationPersuasive CommunicationSales TechniquesData Entry & ManagementBilingual (English/Spanish)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ExperienceCall Center ExperienceCustomer ServiceCase Management SystemTyping (40+ WPM)

Soft Skills

Strong Communication SkillsEmpathyOrganizational SkillsAttention to DetailRelationship Management

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Legal IntakePersonal InjuryClient ConversionPerformance GoalsConsultative Sales

About the role

Key responsibilities & impact

Client Intake & Case Evaluation
Respond to incoming calls and inquiries from prospective clients
Gather and document case details accurately and efficiently
Evaluate potential cases and determine fit and viability
Ensure each caller feels heard, supported, and confident in next steps
Sales & Client Conversion
Guide prospective clients through the sign-up process
Build rapport and convert qualified leads into signed clients
Utilize persuasive communication and consultative sales techniques
Meet or exceed monthly performance and conversion goals
Relationship Management & Coordination
Collaborate with the intake management team on case evaluation decisions
Maintain strong relationships with clients and internal teams
Ensure timely follow-up and consistent communication
Administrative & System Management
Enter and maintain accurate data in the firm’s case management system
Upload and organize documents and client information
Perform additional tasks as assigned

Requirements

What you’ll need

2+ years of experience in sales, call center, or customer service
Strong communication skills (verbal and written)
Ability to balance empathy with persuasive sales skills
Comfortable working in a goal-driven, performance-based environment
Ability to multi-task while typing (40+ WPM)
Highly organized with strong attention to detail
Willingness to work evenings, weekends, and flexible schedules as needed
High School Diploma or GED required
Preferred: Bilingual (English/Spanish)
Experience in legal intake or personal injury

Benefits

Comp & perks

Competitive compensation (base + performance incentives)
Medical Insurance
Dental Insurance
Vision Insurance
Flexible Spending Account (FSA)
Health Savings Account (HSA) with employer contributions
Employer-paid Life and AD&D Insurance
Voluntary Life Insurance options
Employer-paid Short-Term & Long-Term Disability
Employee Referral Bonus Program
401(k) with company match