Legal Intake Specialist - Remoto

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 Specialistensures 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!