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About the client:
Our client is a boutique personal injury law firm that focuses on providing a high-touch, personalized experience. They prioritize exceptional customer service and empathy, ensuring every client feels supported from the very first interaction
About the role:
We are seeking a highly reliable, communicative, and efficient Legal Intake & Outbound Caller to handle outbound communications and claims initiation. This role is crucial for keeping operations moving smoothly by proactively contacting insurance companies to open new claims and collaborating with clients to gather necessary, accurate documentation.
This is the right role for an assertive, detail-oriented professional who excels on the phone and can independently navigate insurance bureaucracies; it is not the right role for someone who is hesitant on outbound calls or lacks the diligence required to follow up consistently. The ideal candidate will possess exceptional English skills, a strong work ethic, and the ability to represent the firm professionally to both corporate entities and clients during sensitive situations.
US Law firm experience is preferred.
What you’ll be doing:
Conduct high-volume outbound calls to insurance companies to open up and initiate new legal claims.
Contact clients proactively to gather missing information, documentation, and specific details required to successfully kickstart their claims.
Maintain clear, meticulous, and accurate records of all communications, follow-ups, and claim statuses within the firm’s tracking systems.
Navigate insurance protocols efficiently to minimize delays in the claim-opening process.
Provide a supportive, professional, and clear communication experience for clients during the intake phase.
Balance phone-heavy tasks with timely administrative follow-ups to ensure no claim stalls in the initial stage.
Who are we looking for?
1-2+ years of experience in customer service, call center environments, telephonic intake, or administrative support (legal or insurance background is a major plus).
Proven track record of high reliability, excellent attendance, and strong time management.
Comfort and confidence in handling consistent outbound phone calls throughout the workday.
Fluency in Spanish and English (spoken and written).
Strong organizational skills with the ability to manage multiple calls and tasks simultaneously.
Experience using CloudLex, Filevine, Clio, or similar legal case management systems.
Position: Legal Intake & Outbound Caller
Remote Status: Fully Remote
Preferred Location: Latin America
Working Hours: 9 am - 6 pm EST
Holidays: US Federal Holidays
Salary: USD 800 - USD 1000 per month
Internal Job ID: 1368
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