Intake Specialist

Solvo Global Careers; Chihuahua; Presencial; MXN 134.000 - 201.000; Jornada completa

Descripción de la vacante

Solvo Global Careers is seeking an Intake Specialist in Chihuahua, Mexico to handle client intake via phone and online inquiries, ensuring a smooth onboarding and documentation process.

You will be the first point of contact, coordinating appointments, answering questions, and guiding clients through intake with empathy and efficiency.

Formación

• High School Diploma or higher
• Minimum 1 year of relevant experience
• Customer service or call center experience required

Responsabilidades

• Conduct consultations for potential new clients via phone calls and online inquiries.
• Demonstrate empathy and efficiency throughout the intake process.
• Sign up new clients electronically over the phone.
• Answer client questions and provide appropriate solutions.
• Schedule initial clinic appointments for potential clients.
• Review inquiry calls and emails from clients, law firms, lead companies, and clinics.
• Ensure legal documents are properly processed, signed, and filed.
• Perform data entry using questionnaires and case-related documentation.
• Process legal documentation as required.
• Assist walk-in clients when needed.
• Communicate with referral firms and partner organizations.
• Collaborate with internal departments to support client cases.
• Connect existing clients with their legal teams.
• Address client concerns while maintaining professionalism and excellent customer service.
• Route calls from insurance adjusters and medical providers to the appropriate legal staff.
• Maintain confidentiality and protect client information.
• Perform additional administrative duties as assigned.

Conocimientos

Customer service

Communication

Multitasking

Organizational skills

Empathy

Computer systems

Telephone systems

Educación

High School Diploma or higher

Herramientas

Computer systems

Telephone systems

Descripción del empleo

Location: Chihuahua, Mexico

Start Date: October 1, 2026

Schedule: Monday to Friday

English Level: Avanzado

About the Role

We are looking for highly motivated Intake Specialists to join our growing team. In this role, you will be responsible for handling incoming calls with professionalism, empathy, and attention to detail while providing exceptional client service.

You will be the first point of contact for potential and existing clients, helping guide them through the intake process, documenting important information, and ensuring a positive client experience.

Key Responsibilities

Intake & Client Services

Conduct consultations for potential new clients via phone calls and online inquiries. Demonstrate empathy and efficiency throughout the intake process. Sign up new clients electronically over the phone. Answer client questions and provide appropriate solutions. Schedule initial clinic appointments for potential clients.

Case Intake & Documentation

Review inquiry calls and emails from clients, law firms, lead companies, and clinics. Ensure legal documents are properly processed, signed, and filed. Perform data entry using questionnaires and case-related documentation. Process legal documentation as required.

Client Support & Coordination

Assist walk-in clients when needed. Communicate with referral firms and partner organizations. Collaborate with internal departments to support client cases. Connect existing clients with their legal teams. Address client concerns while maintaining professionalism and excellent customer service.

Administrative Support

Route calls from insurance adjusters and medical providers to the appropriate legal staff. Maintain confidentiality and protect client information. Perform additional administrative duties as assigned.

Qualifications

• High School Diploma or higher
• Minimum 1 year of relevant experience
• Customer service or call center experience required

Required Skills

Strong customer service and communication skills. Ability to multitask in a fast-paced environment with high call volumes. Excellent organizational skills and attention to detail. Ability to remain calm and professional under pressure. Empathy and compassion when assisting clients facing difficult situations. Comfortable working with computer and telephone-based systems.

Available Schedules

Monday to Friday 11:00 AM - 9:00 PM EST
Monday to Friday 10:00 AM - 8:00 PM EST
Monday to Friday 12:00 PM - 10:00 PM EST
Sunday to Thursday 10:00 AM - 8:00 PM EST