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Bilingual Intake Specialist (Global)

Role overview

Qualifications

  • Customer Service Background: Prior intake, call center, or customer service experience is strongly preferred.
  • Detail-Oriented Accurate: Ability to capture client information precisely—small errors can impact case outcomes.
  • Strong Communicator: Professional, clear, and empathetic phone manner.
  • Language Skills: English fluency required; Spanish proficiency is a MUST.

Responsibilities

  • Client Intake Calls: Answer 5-10+ daily inbound calls, follow the structured questionnaire, and complete intake forms with accuracy.
  • Case Transfer: Submit completed forms into the system and smoothly transfer qualified calls to Attorney Batista.
  • Clerical Support: Perform document collection, appointment scheduling, and secondary case write-ups as part of the bankruptcy filing process.
  • Follow-Up Coordination: Check in with potential and current clients, ensuring required documents are received and appointments are confirmed.

Key facts

Other skills

  • Detail Oriented
  • Customer Service
  • Clerical Works
  • Verbal Communication Skills
  • Communication
  • Empathy
  • Adaptability

About the company

Amaro Law Firm logo

Amaro Law Firm

Legal Services

The Amaro Law Firm is a Houston, Texas based injury law firm with hubs across the state. Since being founded, the Amaro Law Firm has recovered millions of dollars for its clients across Texas and the United States. The firm represents individuals involved in catastrophic personal injury and mass tort matters including car wrecks, truck wrecks, and work accidents. We work exclusively with the parties who have been wronged or injured by another party. We have successfully represented thousands of individuals and businesses injured or damaged in all types of legal claims, including personal injury lawsuits, insurance claim lawsuits, business disputes, and oil & gas disputes. Houston litigation attorney specializing in the following areas: Personal injury & mass torts, business litigation, oil & gas lease negotiations, oil & gas lease/pipeline/contract disputes, catastrophic injuries, 18 wheeler/trucking/auto accidents, maritime/offshore accidents, property insurance claims, insurance disputes, wrongful death, refinery explosions/fires, and construction/work injuries, business disputes, oil & gas disputes. The Amaro Law Firm employs experienced attorneys who know how big business and insurance companies think and operate. • Website: http://amarolawfirm.com/?ref_source=LinkedIn • Specialties: Personal Injury Attorneys, 18 Wheeler Accident Lawyers, Work Injury Lawyers, Trial Lawyers, Deepwater Horizon Settlement Claims, Truck Wreck Attorney, Houston Injury Lawyer, Motor Vehicle Accident Attorneys, Catastrophic Injury Attorneys, and JUUL Lawsuit Attorneys

Company details

IndustryLegal Services
Company size51 - 200

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Job description

Are you the orchestrator of order in a fast-paced legal setting, adept at maintaining the harmony between client communication and administrative precision?

Do you thrive when handling a steady flow of intake calls, ensuring potential clients feel heard, supported, and guided with professionalism?

Is your meticulous attention to detail matched by your ability to keep clients engaged and cases moving forward?

Final question: When faced with a challenge, do you get excited or run away?

 

** IMPORTANT: TO APPLY **

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**RECRUITERS DO NOT CONTACT**

 

The Law Offices of Jeremias E. Batista, LLC is a boutique bankruptcy and debt relief law firm headquartered in New Jersey, with expansion into Fort Lauderdale, Florida underway. Attorney Jeremias Batista has built his practice around guiding individuals and families through some of life’s most stressful financial challenges. Known for hands-on client care and detail-driven advocacy, the firm also maintains a small personal injury caseload and referral network.

What sets the firm apart is its balance of professional excellence with accessibility. Clients receive compassionate counsel directly from Jeremias, supported by a lean, dedicated team that values precision, respect, and responsiveness. With over 15 years of experience serving the community, the firm continues to grow by focusing on personalized representation rather than high-volume case turnover.

We are hiring two Intake Specialists to be the first point of contact for potential clients. In this role, you’ll answer inbound calls, walk callers through a structured intake questionnaire, complete digital intake forms, and seamlessly transfer qualified leads to the attorney. You’ll also handle follow-up tasks, document collection, and appointment scheduling to support bankruptcy case progression.

This position is fully remote, ideal for professionals in the Philippines or Latin America who bring strong communication skills, customer service experience, and attention to detail.

 

What you’ll do:

  • Client Intake Calls: Answer 5-10+ daily inbound calls, follow the structured questionnaire, and complete intake forms with accuracy.
  • Case Transfer: Submit completed forms into the system and smoothly transfer qualified calls to Attorney Batista.
  • Clerical Support: Perform document collection, appointment scheduling, and secondary case write-ups as part of the bankruptcy filing process.
  • Follow-Up Coordination: Check in with potential and current clients, ensuring required documents are received and appointments are confirmed.
  • Bilingual Advantage: Communicate effectively with English and Spanish-speaking clients when applicable.
  • Collaboration: Support the attorney and virtual paralegal by providing accurate intake data that drives case strategy.

 

What we’re looking for: 

  • Customer Service Background: Prior intake, call center, or customer service experience is strongly preferred.
  • Detail-Oriented & Accurate: Ability to capture client information precisely—small errors can impact case outcomes.
  • Strong Communicator: Professional, clear, and empathetic phone manner.
  • Tech-Savvy: Comfortable using digital forms, Zoom, and basic office software.
  • Language Skills: English fluency required; Spanish proficiency is a MUST.
  • Adaptability: Ability to manage downtime productively with clerical tasks.
  • Legal/Bankruptcy Knowledge: Not required, but prior legal, medical billing, or administrative support experience is beneficial.


Why you should work here: 

  • Hands-On Training: Shadow Attorney Batista and receive mentorship in client interaction and bankruptcy process fundamentals.
  • Impactful Work: Play a key role in helping people facing serious financial stress find relief and hope.
  • Professional Development: Access to Crisp Academy training modules for six months to strengthen skills and knowledge.
  • Growth Potential: As the firm expands, strong performers will have opportunities for increased responsibility.

 

Additional perks:

  • Compensation: $1,000-$1,300 USD per month, based on experience.
  • Flexible Benefits: Discretionary bonuses and wellness perks may be offered (such as health stipends or book club participation, already extended to current staff).
  • Work-Life Balance: Standard schedule of 9 AM-5 PM EST, Monday-Friday.

 

At the Law Offices of Jeremias E. Batista, you’re not just answering phones—you’re the first voice clients hear when they reach out for help. Your role provides dignity and clarity during a difficult time in their lives. If you want to be part of a small but growing team where your work has a direct impact, we’d love to hear from you.

 

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MR

Marcus Rivera

Chief Revenue Officer

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