Intake Specialist, Client Intake and Conversion

Posted 10ds ago

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Job Description

Intake Specialist converting leads and guiding prospects through intake for immigration legal services. Handling calls, payments, appointments, reporting, and client follow-up remotely for Job Duck.

Responsibilities:

  • Answer all incoming calls promptly and professionally
  • Proactively inform clients about the fee
  • Collect payments via provided link
  • Maintain a high level of customer service and professionalism
  • Prepare and submit daily reports using Google Sheets
  • Convert leads into clients through effective communication and follow-up
  • Schedule new appointments using Google Calendar
  • Track pipeline and intake progress accurately
  • Serve as the first point of contact for potential clients seeking immigration legal services
  • Guide prospects through the intake process with professionalism and empathy

Requirements:

  • 1-2 years in Immigration Law
  • Sales and client conversion skills
  • Customer service excellence
  • Active listening and clear communication
  • Tech-savvy and adaptable
  • Detail-oriented and organized
  • Ability to follow up consistently
  • Comfortable speaking with clients in Spanish and English
  • Weekend availability (Saturday or Sunday)
  • English-speaking role; application documents and forms must be in English
  • Resume in .DOC format

Benefits:

  • Competitive salary
  • Paid Time Off
  • Bonuses
  • 100% remote/home-based position
  • Full-time, long-term career opportunities
  • Parental Leave
  • Professional development and training
  • Dedicated team support
  • Alignment with our clients' core values