Client Onboarding Specialist (Legal)

Emapta Global; Bogotá; Vor Ort; COP 36.000.000 - 54.000.000; Vollzeit

Benefits dieser Stelle

20 vacation days

Laptop provided

Exposure to clients

Upskilling via Emapta Academy

International career opportunities

Zusammenfassung

EMAPTA Latam seeks a Property Claims Onboarding Specialist to guide clients through the initial steps toward legal representation. You will conduct onboarding calls, gather detailed loss information, and ensure complete, accurate case files for attorneys.

Ideal candidates have 1–3 years of relevant experience, strong English communication, and experience with CRM/case management tools. Join a fast-paced, client-focused environment with opportunities for growth.

Qualifikationen

• 1–3 years of relevant experience.
• Excellent spoken English with clear pronunciation and strong verbal communication skills.
• Spanish and English bilingual proficiency strongly preferred.
• Professional phone presence with the ability to communicate confidently and empathetically.
• Comfort speaking with clients by phone.
• Strong listening and interviewing skills to gather the client story.

Aufgaben

• Receive live transfers from Intake/Sales after new Property & Casualty clients sign with the firm.
• Welcome new clients and ensure a smooth transition from Sales to Legal.
• Conduct onboarding calls to capture the complete client story.
• Ask follow-up questions to clarify loss details and required next steps.
• Verify accurate client, property, mortgage, insurance, policy, and claim information.
• Collect documents and evidence including photos, letters, invoices, and reports.
• Report new property insurance claims to carriers when required.
• Coordinate with insurers and mortgage companies for claim information.
• Review representation agreements for completeness and consistency.
• Identify and resolve missing or inconsistent onboarding items.

Kenntnisse

English fluency

Phone presence

Active listening

Written communication

Attention to detail

CRM experience

Case management

Bilingual ES/EN

Tools

CRM software

Case management software

Jobbeschreibung

Connect Clients to Trusted Representation in Property Claims Legal Services

Every well-prepared claim begins with someone who listens carefully and captures what matters. The Property Claims Onboarding Specialist helps clients navigate their first steps toward legal representation while preparing complete, accurate case files. Develop valuable expertise, contribute to meaningful client outcomes, and pursue a long-term international career with Emapta alongside top 1% talent in a supportive, performance-focused legal environment.

Snapshot

• Employment Type: Indefinite-term type contract
• Shift: Flexible Shift : 9:00 AM-6:00 PM/2:00 PM-12:00 AM, Consecutive days off
• 5 days work week
• 20 vacation days in total
• Fully-customized Emapta laptop and peripherals
• Direct exposure to our clients
• Diverse and supportive work environment
• Unlimited upskilling through Emapta Academy courses (Want to know more? Visit https://emapta.com/training-calendar/)

Qualifications

• 1-3 years of relevant experience
• Excellent spoken English with clear pronunciation and strong verbal communication skills
• Spanish and English bilingual proficiency strongly preferred
• Professional phone presence with the ability to communicate confidently, empathetically, and energetically
• Comfort spending a significant portion of the workday speaking with clients by phone
• Strong listening and interviewing skills, including the ability to ask effective follow-up questions and organize a client's story
• Keen attention to detail with the ability to identify missing or inconsistent information
• Excellent written communication and documentation skills
• Ability to work efficiently in a fast-paced, high-volume environment
• Effective organizational and time-management skills for managing multiple newly signed clients and competing priorities
• Experience with CRM, case management, or similar software preferred
• Background in property insurance, legal intake, claims, customer service, or client onboarding preferred
• Capacity to learn state-specific procedures and requirements across multiple jurisdictions
• Discretion and professionalism when handling confidential and sensitive client information
• Dependability in completing assigned tasks and meeting commitments

Responsibilities

• Receive live transfers from Intake/Sales Representatives immediately after new Property & Casualty clients sign with the firm.
• Welcome newly signed clients and provide a professional, energetic, and confident transition from Sales to the next stage of their case.
• Conduct comprehensive onboarding calls to obtain the complete story surrounding each client's property loss.
• Ask appropriate follow-up questions to clarify the loss, property damage, claim status, supporting evidence, and required next steps.
• Obtain and verify accurate client contact, property, mortgage, insurance carrier, policy, and claim information.
• Collect relevant documents and supporting evidence, including available photographs, videos, insurance correspondence, coverage letters, estimates, invoices, reports, and policy documents.
• Report new property insurance claims to the appropriate insurance carrier when required.
• Communicate with insurance carriers and mortgage companies to obtain or verify claim and policy information when necessary.
• Review signed representation agreements to ensure they are complete, correctly executed, and consistent with each client's case.
• Identify missing, incomplete, or inconsistent information and resolve outstanding onboarding items before transferring cases to Legal.
• Document each client's story and all relevant claim information accurately in the firm's case management system.
• Prepare clear, organized, and sufficiently detailed case notes so attorneys and legal team members can understand the case without prior client interaction.
• Complete all required onboarding fields, questionnaires, documentation, and internal workflows.
• Draft and process required Letters of Representation and other initial claim documentation.
• Assign the appropriate attorney and legal team once onboarding is complete and the file is ready for legal handling.
• Ensure a smooth and complete handoff from Intake/Sales to Legal.
• Maintain familiarity with the firm's Property & Casualty procedures and state-specific requirements for Florida, Georgia, North Carolina, Texas, and Colorado.
• Perform additional duties as necessary to support Intake, Sales, Claims Processing, and Legal operations.

What Success Looks Like

• Ensure every newly signed client reaches the legal team with a complete, accurate, and understandable file.
• Enable the assigned attorney to clearly understand what happened, what was damaged, the insurance claim's progress, the supporting evidence, and the required next steps.
• Resolve onboarding gaps before transferring the case to Legal.

About the Client

Our client has earned its standing by helping policyholders challenge insurance decisions and pursue substantial financial recoveries. A considerable body of casework underpins its approach, pairing detailed evidence review with persistent representation from initial assessment through resolution. The firm brings together experienced attorneys and dedicated support teams to make complex claims understandable and actionable. Its substantial caseload creates opportunities for professionals to develop specialized expertise within a legal practice built around protecting property owners and pursuing fair compensation for losses.

Join the Top 1% Talent. A Better Career. A Better Life.

Join Emapta Latam and contribute to our legacy of transforming global outsourcing. Since 2010, Emapta has pioneered personalized outsourcing solutions, empowering businesses to thrive with bespoke teams and seamless integration. Our commitment to excellence is reflected in our state-of-the-art facilities, competitive compensation, and a supportive work environment that fosters professional growth. With over 1,200 clients worldwide and a team of more than 12,000 talented professionals, Emapta continues to set new standards in the industry.