Intake Specialist
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Job Description
Remote Intake Specialist screening prospective clients for immigration services. Conducting bilingual English-Spanish intake, outreach, follow-up, and case-management documentation.
Responsibilities:
- Conduct inbound eligibility screenings to assess potential client qualification for immigration services.
- Provide a professional, compassionate, and client-focused experience during all interactions.
- Guide prospective clients through a structured intake questionnaire to identify potential immigration solutions.
- Conduct outbound calls to engage prospective clients and promote consultations.
- Execute timely follow-up communications based on pipeline stage and business priorities.
- Maintain consistent client contact to support conversion and reduce lead drop-off.
- Ensure client profiles are accurately completed and maintained in the case management system.
- Track and document all interactions, dispositions, and follow-up actions.
- Adhere to intake SOPs, quality standards, and compliance requirements.
- Collaborate with Sales Consultation leadership to ensure a smooth intake-to-consultation handoff.
- Participate in sales contests, training sessions, coaching, and team meetings.
- Build knowledge of firm services, immigration processes, and effective engagement techniques.
- Perform other duties as assigned.
Requirements:
- Minimum 1 year of experience in customer service and sales; outbound calling experience preferred.
- Bilingual proficiency in English and Spanish (spoken and written) required.
- Strong communication, persuasion, and interpersonal skills.
- High empathy, emotional intelligence, and a client-centered mindset.
- Ability to thrive in a fast-paced, competitive, and metric-driven environment.
- Strong organizational and time-management skills.
- Intel i5 (8th Gen+) or AMD Ryzen 5 (3000+) or Mac M1+ computer.
- Minimum 8 GB RAM and 256 GB SSD.
- Windows 11 or macOS.
- Two screens required.
- USB wired or wireless headset.
- Wired internet connection, minimum 20 Mbps.
- Minimum 85% QA.
- Minimum 15% gross conversion rate.
- Minimum 8% answer rate.
- Ability to sit for extended periods while using a computer, phone, and other office equipment.
- Ability to handle typing and data entry tasks efficiently.
Benefits:
- Paid Time Off
- Mental Health Days
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