PI Intake Specialist

Overview

This role supports personal injury (PI) legal intake as one of the first points of contact for individuals seeking legal assistance following a personal injury. The position involves inbound calls, client intake, ongoing follow-ups, and accurate documentation—while communicating with empathy and professionalism during stressful situations.

Responsibilities

• Handle inbound calls from individuals seeking legal assistance for personal injury matters, making them feel comfortable and supported.
• Conduct client intake by asking relevant questions, gathering essential information, and accurately documenting potential case details.
• Provide compassionate support and communicate with empathy and professionalism.
• Communicate effectively via phone and follow-up communications with prospective and current clients, attorneys, insurance companies, and other relevant parties.
• Manage follow-ups to obtain missing information, coordinate appointments, and ensure timely communication throughout the intake process.
• Maintain accurate records by entering information into the organization’s systems, organizing documents, and keeping intake records complete and up to date.
• Collaborate with the intake department and other team members to ensure a smooth, efficient client experience.
• Identify opportunities to improve workflows, communication, and the overall intake process.

Requirements

• Fluent English: Excellent spoken and written English skills, with the ability to communicate naturally and professionally with U.S.-based clients.
• Healthcare background: Experience or education in healthcare (e.g., nursing, medicine, allied health, or another clinical field). Medical interpretation experience is also encouraged.
• Exceptional communication skills: Enjoys talking with people, asking thoughtful questions, and building rapport.
• Strong active listening skills: Can identify important details, understand concerns, and communicate with empathy.
• Emotional intelligence: Patient, compassionate, and professional when interacting with people who may be distressed.
• Attention to detail: Can gather, organize, and document information accurately.
• Strong follow-up skills: Proactive, dependable, and comfortable managing multiple open tasks.
• Technology proficiency: Comfortable learning and using software, communication platforms, and digital documentation systems.
• Adaptability and growth mindset: Welcomes feedback, learns quickly, and looks for ways to improve performance.

Preferred Qualifications

• Experience in a medical office, healthcare setting, patient intake, medical interpretation, or patient coordination.
• Experience in a call center, customer service, client relations, or a high-volume phone environment.
• Previous experience with legal intake, personal injury, insurance, or law firms.
• Familiarity with CRM systems, case management software, or electronic medical records.
• Prior legal experience is a plus; transferable healthcare and client communication skills are valued.

Compensation & Benefits

• Monthly compensation: MX25,000–MX32,000 per month, depending on qualifications and experience. ($9–$11 USD/hr)
• Performance-based bonuses: Additional earning potential based on established performance criteria.
• Paid time off (PTO): Available after successful completion of the probationary period, according to organization policy.
• Remote work: Work from home and collaborate with a U.S.-based legal team.

Location & Work Schedule

• Employment type: Full-time
• Location: Remote – Mexico
• Scheduling requirement: Must be able to work the schedule required to support U.S. operations.