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Intake Specialist

Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

Bachelor's degree, 3+ years in customer service roles, Proficient in English and Spanish.

Key responsabilities:

  • Act as first contact for leads
  • Gather information and assess needs
  • Guide people to appropriate resources
  • Keep records and follow up with clients
  • Assist with scheduling and paperwork
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Stafi Human Resources, Staffing & Recruiting SME
51 - 200 Employees
See more Stafi offers

Job description

We are seeking dedicated Intake Specialists to join our team and manage the initial intake process for leads or clients seeking legal services. As an Intake Specialist, you will play a pivotal role in ensuring that individuals receive the assistance they need by effectively gathering information, assessing needs, and coordinating consultations with our legal experts. If you have a passion for providing exceptional customer service, excellent communication skills, and the ability to thrive in a fast-paced environment, we encourage you to apply.

NOTE: Candidates must be proficient in both English and Spanish, spoken and written. Only resumes in English will be considered. This application is open to individuals who permanently reside in any Latin American country.

Responsibilities:

    • Act as the first contact with leads by phone or email, being friendly and helpful
    • Collect important details from people who need assistance
    • Listen carefully  and empathetically to understand what people need and figure out how the firm can help
    • Fill out legal forms if necessary 
    • Guide people to the right places within the firm or elsewhere for help
    • Keep Records of customer interactions
    • Follow up with people to make sure they get help or see if they need more support
    • Assist with everyday tasks like booking appointments, managing schedules, and handling paperwork

Requirements

  • Bachelors degree.
  • 3+ years of experience in customer service, appointment setting or interpretation roles at contact centers
  • Experience managing information flow in a timely and accurate manner
  • Ability to manage calendars and set up meetings
  • Previous experience in sales or customer service roles is preferred
  • Legal background is advantageous
  • Outstanding organizational and time management skills
  • Excellent verbal and written communication skills in English, and Spanish or Portuguese
  • Discretion and confidentiality in handling sensitive information

Benefits

  • Fully remote job
  • Biweekly payments with zero deductions from our end
  • Bank transfer fee subsidies
  • Yearly salary increases and anniversary bonus
  • Gym and internet bonuses to support your lifestyle
  • Paid birthday off to celebrate your day
  • 2 weeks of paid vacation and recognition of US holidays
  • Mental health support and a strong work-life balance culture
  • Free training and continuous improvement programs
  • Long-term work relationship with room to grow

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
EnglishEnglishSpanish
Check out the description to know which languages are mandatory.

Other Skills

  • Scheduling
  • Client Confidentiality
  • Record Keeping
  • Time Management
  • Customer Service
  • Organizational Skills
  • Empathy
  • Verbal Communication Skills

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