Legal Intake Specialist (Bilingual)

Overview

This role supports the legal intake process by onboarding new and prospective clients who are a fit for the firm’s practice areas. Responsibilities include interviewing potential clients, conducting initial research to assess claim merit, and coordinating next steps with attorneys.

Responsibilities

• Interview prospective clients by phone and email to learn more about the firm and understand their cases
• Conduct primary research to investigate whether prospective clients’ claims have merit
• Evaluate prospective clients’ claims to determine alignment with the firm’s areas of practice and experience
• Onboard new clients and secure client engagement
• Schedule initial consultation appointments with attorneys for promising candidates
• Enter client information for incoming and outgoing calls

Key Traits / Qualifications

• Bilingual: Spanish
• Excellent telephone communication skills; able to speak clearly and concisely
• Empathetic approach that builds trust through genuine understanding of the customer’s situation
• Strong negotiation and people skills with consistent and effective communication
• Sales experience is a strong plus
• Driven, resilient, and persistent; strong motivation to succeed and grow
• Enjoys working in a team environment
• Comfortable with phone interactions and able to handle personal injury claim intake processes
• Ability to solve problems and manage multiple tasks at once
• Positive, friendly demeanor

Schedule

• Monday–Thursday: 1:30pm–9:30pm EST
• Sunday: 10:00am–7:00pm EST

Remote Work

This position may be available on a fully remote basis, depending on the candidate’s proximity to an office location.

Compensation & Benefits

Compensation Range

• $55,000—$60,000 USD

Notes on Compensation

• The base salary or hourly range for this position will be determined during the interview process and will vary based on multiple factors, including prior relevant experience, business needs, and market factors. Total compensation includes more than salary wages.

Benefits (Eligible full-time employees and part-time employees who work over 30 hours a week)

• Medical Insurance including Dental and Vision
• Paid Time Off: Vacation and Sick time
• Robust Holiday Schedule
• Summer Fridays (Early closures Memorial Day–Labor Day)
• 401k Plans + matching for qualifying employees

Equal Opportunity & E-Verify

• The employer provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment on any protected basis.
• This employer participates in E-Verify and will provide federal government Form I-9 information to confirm work authorization in the U.S. If E-Verify cannot confirm authorization, the employer will provide written instructions and an opportunity to contact DHS or SSA before taking action, including termination.
• Employers can only use E-Verify once the applicant has accepted a job offer and completed the I-9 Form.

Additional Information

• No 3rd party recruitment firms.