Intake Specialist
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Job Description
Remote part-time intake specialist converting inbound leads for The Advocates, a personal injury law firm. Conducting client interviews, qualifying cases, and completing onboarding.
Responsibilities:
- Speak by phone with potential personal injury clients to understand their needs, make them comfortable, position the firm as a solution, and sign them as new clients
- Handle a high volume of calls and messages independently while pivoting between tasks
- Engage new inbound leads quickly via phone, text, and email
- Manage and track the prospect pipeline using lead management software
- Schedule and conduct detailed phone interviews to assess case potential
- Qualify and sign potential clients, overcome objections using a customer-centric soft-sales approach
- Conduct new-client intake and onboarding in lead-management software
Requirements:
- Minimum of 2 years in sales, customer success, account management or client onboarding (required)
- 1+ years' recent experience in a fast-paced office environment (required)
- Spanish language skills – bilingual fluency (preferred)
- Documented history of exceeding goals and metrics (preferred)
- Professional services or B2C experience (preferred)
- Associate's degree or higher (preferred)
- Ability to work approximately 20 hours per week on the specified Saturday, Sunday, and weekday shifts
- Availability to work PST hours
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