For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.
As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022!
Job Description:
Join Job Duck as an Intake Specialist and become the welcoming first point of contact for prospective clients seeking legal assistance. In this role, you will play a critical part in creating an exceptional client experience by managing inquiries, qualifying potential clients, coordinating consultations, and ensuring every lead receives timely attention. Success in this position comes from strong communication skills, a customer focused mindset, and the ability to stay organized in a fast paced environment. If you thrive on helping people, enjoy speaking with clients, and are confident managing multiple priorities while maintaining professionalism, this could be the perfect opportunity for you.
- Monthly Compensation Range: from $1,142 to $1,220 SUD
Responsibilities include, but are not limited to:
- Qualify first time callers using established training materials and intake procedures
- Answer inbound calls from potential clients and return missed calls and voicemails
- Place outbound calls to prospective clients and follow up on inquiries
- Monitor referrals from call answering services and identify incorrect jurisdictions or referrals
- Manage and maintain potential clients within the CRM pipeline to ensure prompt follow up
- Upload, organize, and manage client documentation
- Process consultation payments and distribute payment links when required
- Schedule consultations for in person meetings, phone calls, and Google Meet appointments
- Prepare client summaries and case information for attorney review
- Prepare and present bi weekly and monthly reports to leadership
- Translate written and verbal communications between English and Spanish when needed
- Draft and prepare client agreements
- Ensure no prospective client inquiry is left unattended and maintain timely communication throughout the intake process
- Process inquiries received through phone calls, voicemail, email, and online platforms
- Serve as the primary point of contact for prospective clients throughout the intake process
Requirements:
Requirements
• Minimum of 1 year of experience in a client-facing role, such as customer service or sales.
• Advanced/native-level English skills (both written and spoken)
• Full professional proficiency in written and verbal English communication
• Strong phone communication and interpersonal skills
• Ability to manage multiple tasks while maintaining attention to detail
• Comfortable working independently and taking initiative when needed
• Ability to learn new systems, processes, and technologies quickly
• Strong organizational and time management skills
• Professional and client-focused approach to all interactions
Schedule & Time Zone
• Time Zone: PST
• Schedule: Monday through Friday, 8:30 AM to 5:30 PM
Software & Tools
• Slack
• Google Workspace
• Microsoft Office
• Clio Grow
• Dropbox
• Vonage
Work Shift:
8:30 AM - 5:30 PM [PST][PDT] (United States of America)Languages:
English, SpanishReady to dive in? Apply now and make sure to follow all the instructions!
Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.
Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.
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