Intake Specialist

Alonso & Alonso Attorneys at Law, PLLC; Puerto Bogotá; On-site; COP 28,938,000 - 41,215,000; Full time

Job summary

Alonso & Alonso Attorneys at Law, PLLC in Colombia seeks an energetic intake and outreach specialist to qualify immigration leads and guide clients through intake questionnaires. You will screen eligibility, deliver a compassionate client experience, and coordinate with the sales team to promote consultations.

Applicants must be bilingual English/Spanish, have at least one year in customer service or sales, and excel in communication, empathy, and time management in a fast-paced, metric-driven

Qualifications

• Minimum 1 year of experience in customer service and sales.
• Bilingual proficiency in English and Spanish (spoken and written) required.
• Strong communication, persuasion, and interpersonal skills.
• High empathy, emotional intelligence, and a client-centered mindset.
• Ability to thrive in a fast-paced, metric-driven environment.

Responsibilities

• Conduct inbound eligibility screenings to assess potential client qualification for immigration services.
• Provide a professional, compassionate, and client-focused experience during all interactions.
• Guide prospective clients through a structured intake questionnaire to identify potential immigration solutions.
• Proactively conduct outbound calls to engage prospective clients and promote consultations.
• Execute timely follow-up communications based on pipeline stage and business priorities.
• Maintain consistent client contact to support conversion and reduce lead drop-off.
• Ensure client profiles are accurately completed and maintained in the case management system.
• Track and document all interactions, dispositions, and follow-up actions with precision.
• Adhere to intake SOPs, quality standards, and compliance requirements.
• Collaborate closely with Sales Consultation leadership to ensure a smooth intake-to-consultation handoff.
• Actively participate in sales contests, training sessions, coaching, and team meetings.
• Continuously build knowledge of firm services, immigration processes, and effective engagement techniques.

Skills

Bilingual English/Spanish

Customer service

Sales outbound calling

Communication

Time management

Empathy

Job description

Essential Responsibilities and DutiesClient Intake & EngagementConduct inbound eligibility screenings to assess potential client qualification for immigration services.Provide a professional, compassionate, and client-focused experience during all interactions.Guide prospective clients through a structured intake questionnaire to identify potential immigration solutions.Outbound Outreach & Follow-UpProactively conduct outbound calls to engage prospective clients and promote consultations.Execute timely follow-up communications based on pipeline stage and business priorities.Maintain consistent client contact to support conversion and reduce lead drop-off.Data Accuracy & Process ManagementEnsure client profiles are accurately completed and maintained in the case management system.Track and document all interactions, dispositions, and follow-up actions with precision.Adhere to intake SOPs, quality standards, and compliance requirements.Collaboration & PerformanceCollaborate closely with Sales Consultation leadership to ensure a smooth intake-to-consultation handoff.Actively participate in sales contests, training sessions, coaching, and team meetings.Continuously build knowledge of firm services, immigration processes, and effective engagement techniques.Perform other duties as assigned in support of team and organizational objectives.Required QualificationsMinimum 1 year of experience in customer service and sales; outbound calling experience preferred.Bilingual proficiency in English and Spanish (spoken and written) required.Strong communication, persuasion, and interpersonal skills.High empathy, emotional intelligence, and a client-centered mindset.Ability to thrive in a fast-paced, competitive, and metric-driven environment.Strong organizational and time-management skills.Technical RequirementsComputer: Intel i5 (8th Gen+) or AMD Ryzen 5 (3000+) or Mac M1+Memory: Minimum 8 GB RAM, 256 GB SSDOS: Windows 11 or macOSMonitors: Two screens requiredHeadset: USB wired or wirelessInternet: Wired connection, minimum 20 MbpsKey Performance Indicators (KPIs)Quality Assurance (QA): Minimum 85%Gross Conversion Rate (CR): Minimum 15%Speed to Contact: To Be Determined (TBD)Answer Rate: Minimum 8%Salary and BenefitsSalary Rate: Sales Tiering System;Starting rate $8 an hourBenefits:Paid Time OffMental Health DaysApplication ProcessYou may apply to our career page: https://alonsoandalonsolaw.wd503.myworkdayjobs.com/AlonsoPhysical DemandsThis position primarily involves sedentary work, requiring the ability to sit for extended periods while using a computer, phone, and other office equipment. Must handle typing and data entry tasks efficiently.Equal Opportunity Employment StatementAlonso & Alonso attorneys at law is an equal opportunity employer and is committed to building a diverse and inclusive organization. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, or any other protected characteristic.Acknowledgment SignaturesThis clause confirms that the employee acknowledges and understands the duties and responsibilities outlined in their job description at Alonso & Alonso. The employee agrees to fulfill these responsibilities to the best of their abilities in accordance with company policies and procedures. Any queries regarding the job description can be directed to their supervisor or the human resources department for clarification.