Legal Intake Specialist

Position Type : Full-Time, Remote Schedule : EST hours (10 a.m. - 7 p.m., 11 a.m. - 8 p.m., or 12 p.m. - 9 p.m.); Days off may vary Role Overview The Intake Specialist ensures a seamless client intake process by efficiently handling communication, managing records, and supporting insurance-related tasks. This role demands exceptional customer service, attention to detail, and the ability to multitask while interacting with clients in a professional manner. Responsibilities Facilitate the client intake process, ensuring accurate and complete information collection. Deliver exceptional customer service, maintaining positive client relationships. Assist with insurance matters, including documentation and claim processes. Keep client and firm records updated and organized. Support the firm’s operational flow by communicating effectively across teams. Qualifications Bachelor’s degree in a related field or equivalent professional experience. Strong communication and interpersonal skills. Experience in client intake, sales, or customer service. Familiarity with insurance processes and procedures. Preferred experience in the legal industry, particularly in workers' compensation or personal injury cases. Ability to multitask and maintain attention to detail in a fast-paced environment. Proficiency in relevant software and technology. Technical Requirements Two full-screen monitors. Functional, high-quality webcam. High-speed internet with a reliable backup data provider. Noise-canceling headset. Battery backup unit for uninterrupted work. This position offers an opportunity to collaborate with clients and contribute to a dynamic team environment. If you thrive in customer-facing roles and have a knack for managing information with precision, we encourage you to apply!

Register free to apply