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Intake Specialist (Bilingual English-Spanish) Remote

Role overview

Qualifications

  • Fully Bilingual (English)
  • Sales background
  • Experience in personal injury is a plus
  • PC or Laptop (A wired connection to your modem is recommended)

Responsibilities

  • Review emails and chats constantly for new leads, file setups, audits, or other requested needs
  • Organize contracts, termination letters, photos, and other documents on Dropbox
  • Answer all the inbound calls, clients, and leads with great customer service skills
  • Transfer calls to the right member of the team when needed

Key facts

Other skills

  • Customer Service
  • Sales

About the company

Ali Awad Law, P.C. logo

Ali Awad Law, P.C.

Law Practice

The CEO Lawyer Personal Injury Firm was founded on the principles of giving back to the community through powerful representation. We believe that every personal injury case is unique in its own way and therefore strive to provide unparalleled service for each client. We cannot – and do not – take every case that comes to our firm. Due to the high demand for our services, we can only take a certain amount of cases each year. We believe this is the best way to provide quality service to our clients without sacrificing any attention to detail. Our Personal Injury Attorney will help you with your case.

Company details

Company typeScaleup
IndustryLaw Practice
Company size51 - 200

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Job description

CEO Lawyer

The CEO Lawyer Personal Injury Law Firm is dedicated to educating, empowering, and fighting for victims. With offices across the country, no matter where you are injured, our team of experienced lawyers are here to help you.



Summary:

As an Intake Specialist you will be our first source of contact with our clients, receiving and making calls to interact with them. In their day-to-day activities, we assist our possible clients in getting compensated for their personal injuries by qualifying their cases and answering any questions they might have.


Responsibilities:

  • Review emails and chats constantly for new leads, file setups, audits, or other requested needs.
  • Organize contracts, termination letters, photos, and other documents on Dropbox.
  • Answer all the inbound calls, clients, and leads with great customer service skills.
  • Transfer calls to the right member of the team when needed.
  • Set up Filevine projects for new clients or the tools requested.
  • Register all the comments, observations, and updates.
  • Review and look for new contracts to be registered into Filevine.
  • Follow up on the leads assigned, ensure a great quality interaction, and clean up the old leads.
  • Answer new potential clients, ask probing questions, and follow the process to complete the sign-in or escalate the call to an Intake Specialist.
  • Complete the intake process of a new client to be transferred to the Pre-Litigation department.
  • Send the submission emails to the Pre-Litigation department for new clients to start the case (notification).
  • Complete clinic referrals, taking into consideration the client's location.
  • Participate in stand-up meetings, dailies, weeklies, and monthly meetings.
  • Close contracts.



Requirements:

  • Fully Bilingual (English)
  • Sales background.
  • Experience in personal injury is a plus.
  • Your PC or Laptop (A wired connection to your modem is recommended)
  • Headset with noise canceling / quiet place to work in
  • This job is remote, and you will be responsible for your local taxes.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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