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Intake Specialist

Posted 2024-10-18

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💎 Seniority level: Middle, 3+ years

📍 Location: Honduras, El Salvador, Guatemala, Peru, Paraguay

🔍 Industry: Legal services

🏢 Company: Stafi

🗣️ Languages: English, Spanish, Portuguese

⏳ Experience: 3+ years

🪄 Skills: Communication SkillsAnalytical Skills

Requirements:
  • Bachelor's degree.
  • 3+ years of experience in customer service, appointment setting, or interpretation roles at contact centers.
  • Experience managing information flow accurately and timely.
  • Ability to manage calendars and coordinate 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 either Spanish or Portuguese.
  • Discretion and confidentiality in handling sensitive information.
Responsibilities:
  • Act as the first contact with leads via phone or email, providing friendly assistance.
  • Collect important details from individuals seeking help with legal services.
  • Listen empathetically to identify client needs and how the firm can assist.
  • Fill out necessary legal forms.
  • Guide clients to appropriate resources within the firm.
  • Keep detailed records of client interactions.
  • Follow up with clients to ensure they receive needed support.
  • Assist with scheduling appointments and handling paperwork.
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Posted 2024-11-09
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