Job Title: Intake Specialist

 

About the Company:

Our client is a law firm seeking to enhance their client interaction and administrative processes. Their primary focus is on delivering exceptional legal services while ensuring client confidentiality and professional communication.

 

Job Description:

Our client is looking for a bilingual Intake Specialist to handle intake calls and assist with client interviews. This role requires fluency in both English and Spanish, along with a strong ability to manage initial client interactions effectively. The candidate will also be responsible for scheduling consultations and updating client information accurately.

 

Responsibilities:

• Conduct intake calls and initial interviews with potential clients.

• Schedule consultations and follow-up appointments.

• Accurately update and maintain client information in Google Sheets.

• Assist with administrative tasks and marketing efforts as needed.

• Measure and report on key performance indicators (KPIs) related to client intake.

• Ensure client confidentiality and manage sensitive information with discretion.

 

Required Experience and Qualifications:

• Bilingual fluency in English and Spanish.

• Experience in a sales-oriented role, preferably within a legal setting.

• Strong organizational and communication skills.

• Familiarity with Google Sheets and basic data entry.

 

Preferred Skills:

• Experience in legal intake or a similar role.

• Knowledge of sales cycles and client engagement strategies.

• Ability to handle multiple tasks and prioritize effectively.

 

Personality:

• Self-starter with a proactive approach to tasks.

• Strong interpersonal skills and the ability to build rapport with clients.

• Detail-oriented and methodical in managing client information.

 

Software & Tools:

• Google Sheets for tracking and updating client information.

• Bill for Time for time tracking and potentially for managing intake processes.

 

English Level:

C2

 

Schedule:

9-5 EST

 

Salary and Benefits:

• Payment in USD or Local Currency according to candidate's preference.

• Flexible working arrangements and the potential for part-time or full-time hours.