Intake Specialist, Bilingual English-Spanish
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Job Description
Intake Specialist for CEO Lawyer Personal Injury Law Firm assisting clients with personal injury cases. Handling calls, organizing documents, and participating in team meetings as part of remote work.
Responsibilities:
- Review emails and chats constantly for new leads, file setups, audits, or other requested needs.
- Organize contracts, termination letters, photos, and other documents on Dropbox.
- Answer all the inbound calls, clients, and leads with great customer service skills.
- Transfer calls to the right member of the team when needed.
- Set up Filevine projects for new clients or the tools requested.
- Register all the comments, observations, and updates.
- Review and look for new contracts to be registered into Filevine.
- Follow up on the leads assigned, ensure a great quality interaction, and clean up the old leads.
- Answer new potential clients, ask probing questions, and follow the process to complete the sign-in or escalate the call to an Intake Specialist.
- Complete the intake process of a new client to be transferred to the Pre-Litigation department.
- Send the submission emails to the Pre-Litigation department for new clients to start the case (notification).
- Complete clinic referrals, taking into consideration the client's location.
- Participate in stand-up meetings, dailies, weeklies, and monthly meetings.
- Close contracts.
Requirements:
- Fully Bilingual (English)
- Sales background
- Experience in personal injury is a plus
- Your PC or Laptop (A wired connection to your modem is recommended)
- Headset with noise canceling / quiet place to work in
Benefits:
- This job is remote, and you will be responsible for your local taxes.
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