Intake and Case Management Specialist II

Lever, Inc.; Brasil; Remote; BRL 67,000 - 71,000; Full time

Benefits offered by this job

USD 1,142-1,220 per month

100% remote work

Full-time, long-term career

Paid time off

Performance bonuses

Parental leave

Professional development

Dedicated team support

Work with international and US-based

Job summary

Lever, Inc. seeks an Intake and Case Management Specialist II based in Brazil for a fully remote role supporting prospective clients and case operations. You will conduct intake interviews, gather essential information, and help move cases forward with accuracy and empathy.

This position offers long-term remote collaboration with US-based teams, paid time off, performance bonuses, parental leave, and professional development opportunities, all within a stable, client-focused environment.

Qualifications

• Experience in customer service, intake, case management or administrative support.
• Strong written and verbal English communication skills.
• Proactive, organized, detail-oriented with ability to work remotely.

Responsibilities

• Conduct intake interviews and collect complete case information.
• Maintain organized, up-to-date client records and documentation.
• Review, organize, and maintain client documents per processes and standards.
• Request and track medical records to ensure timely receipt.
• Support case management activities during non-peak periods.
• Provide professional and empathetic customer service during client interactions.
• Maintain confidentiality and accuracy for sensitive case information.
• Work independently to complete tasks within timelines.

Skills

Customer service

Intake

Case management

Administrative support

Sales

English proficiency

Phone etiquette

Independent work

Organization

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Intake and Case Management Specialist II based in Brazil.

This is a fully remote opportunity for a highly organized professional supporting prospective clients and case operations. You'll conduct intake interviews, gather critical information, and help ensure cases move forward efficiently. The role combines client communication, documentation management, medical records coordination, and case support. You'll work independently while maintaining a high standard of accuracy, professionalism, and responsiveness. During quieter periods, you'll contribute to additional case management activities and documentation review. Your work will directly support smooth operations and a positive client experience. This is an excellent opportunity for someone seeking a stable, long-term remote career in a collaborative environment.

Accountabilities

• Conduct intake interviews with prospective clients and collect complete, accurate, and relevant case information.
• Support the progression of cases by maintaining organized and up-to-date records and documentation.
• Receive, review, organize, and maintain client documents according to established processes and quality standards.
• Request medical records and proactively track outstanding requests, following up as needed to ensure timely receipt.
• Assist with case management activities during non-peak periods to help maintain operational efficiency.
• Provide professional and empathetic customer service throughout client interactions.
• Maintain accuracy, confidentiality, and attention to detail when handling sensitive case information.
• Work independently and reliably while ensuring assigned tasks are completed within expected timelines.

Requirements

• Previous experience in customer service, intake, case management, administrative support, sales, or a related field.
• Strong English proficiency, with excellent written and verbal communication skills.
• Professional and confident phone etiquette.
• Strong organizational skills and the ability to manage multiple priorities.
• Exceptional attention to detail and a commitment to quality assurance.
• Reliable, dependable, and comfortable working independently.
• Ability to communicate clearly and professionally with prospective clients and internal stakeholders.
• A proactive approach to identifying outstanding tasks, following up, and keeping cases moving forward.
• Sales experience is preferred.
• Comfort working in a remote environment and maintaining productivity with minimal supervision.

Benefits

• Compensation of USD $1,142-$1,220 per month.
• 100% remote, home-based position.
• Full-time, long-term career opportunity.
• Paid time off.
• Performance bonuses.
• Parental leave.
• Professional development and training opportunities.
• Dedicated team support.
• Opportunity to work with international clients and US-based teams.
• English-speaking professional environment.

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

#LI-CL1