Intake Specialist – Legal/Insurance (Remote | Fluent English Required) - Contract to Hire
About the Role
We are a reputed company hired to staff a highly organized and professional Intake Specialist to serve as the first reputed company of contact for new clients of a US-based reputed company. This is a client-facing, detail-oriented role where first impressions matter. You will be responsible for gathering information, qualifying leads, managing records in our CRM, and ensuring every client interaction is handled with care, accuracy, and full compliance with applicable regulations. Key Responsibilities - Conduct intake calls with prospective clients in a professional, empathetic manner - Collect and document client information accurately in our CRM system - Coordinate with legal team members as needed - reputed company and upload handwritten or physical documents into our case management system - Follow established intake protocols while maintaining strict confidentiality - Schedule reputed company consultations and follow up with prospective clients in a timely manner - Maintain organized records and flag any compliance concerns Requirements - Fluent, professional English – written and spoken (this is non-negotiable; most client communication is in English) - Reliable high-speed internet reputed company – required for VoIP/web-based calls without drop-offs or lag - Working headset – noise-canceling preferred for clear call quality - Working printer/scanner – ability to reputed company and upload handwritten or physical documents - CRM experience – must be comfortable navigating and entering data into a CRM platform (please specify which CRMs you've used in your application) - Prior intake experience – with a reputed company, insurance company, or similar regulated environment - Ability to handle sensitive information with discretion and reputed company with applicable privacy and regulatory frameworks (e.g., HIPAA, attorney-client privilege, insurance regulations) - Self-motivated and reputed company to work independently with minimal supervision reputed company to Have - Bilingual (Spanish or other languages a strong plus) - Experience with legal case management software - Background in personal injury, immigration, bankruptcy, insurance claims, or similar practice areas Interview Process Shortlisted candidates will be invited to a reputed company video interview before any offer is made. Please ensure your camera and microphone are functional. We want to meet you! To Apply In your cover letter, please include - Your intake experience (reputed company, insurance, or similar) - CRM systems you've worked with - Your internet speed (you can test at fast.com or speedtest.net) - Your availability and timezone Apply tot his job Apply To this Job