Legal Intake Specialist (Personal Injury)
New
O
OperationaryPersonal injury law
Workable locations: Philippines. Nicaragua. Argentina. Colombia. Brazil. MexicoContractJunior
Salary not disclosed
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Job Details
- Languages
- Fluent, professional English (written and spoken)
- Experience
- 1-2 years of sales experience
- Required Skills
- Microsoft ExcelMicrosoft Office
Requirements
- Have 1-2 years of sales experience, ideally phone-based or consultative.
- Bring a track record of turning conversations into commitments; legal, insurance, or customer service experience is a plus.
- Be fluent in professional English, written and spoken, with clear communication for U.S. clients.
- Demonstrate strong computer skills, including Microsoft Office (Excel, Word, PowerPoint) and internet research.
- Communicate and organize effectively, multitask, and prioritize in a fast-paced environment.
- Use sound problem-solving and critical-thinking skills.
- Maintain confidentiality and ethical standards.
- Work independently and stay accountable in a remote setting.
- Have reliable high-speed internet, a dependable computer, and a quiet, private workspace suitable for confidential client calls.
- Be flexible about working hours; schedule arrangements are open for discussion.
Responsibilities
- Answer potential-client calls through Zoom Phone and respond to online inquiries, collecting case details in LeadDocket.
- Gather facts, injury information, liability, and insurance details to evaluate case viability.
- Communicate with clients by phone, text, email, and Zoom to gather information and follow up.
- Collaborate with attorneys on case acceptance and document call sources in LeadDocket.
- Convert qualified leads into signed clients through clear communication and consistent follow-up.
- Process new-client onboarding, enter data, collect paperwork, and open cases in Filevine.
- Organize digital files, upload documents, maintain confidential records, and prepare accurate documents.
- Schedule appointments and ensure a smooth handoff to the assigned attorney and case manager.
- Work with marketing on outreach strategies and partnerships, and assist with training and intake-process improvements.
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