Intake Specialist / Customer Service

Solvo Global Careers; Chihuahua; Presencial; MXN 150.000 - 210.000; Jornada completa

Descripción de la vacante

Solvo Global Careers in Chihuahua, MX is seeking an intake specialist to handle calls and inquiries with professionalism and empathy. You will document client information, coordinate with legal teams, and support case intake and documentation processes.

Responsibilities include screening potential clients, signing up new clients over the phone, ensuring data accuracy, and maintaining confidentiality. Minimum 1 year in customer service or call center preferred.

Formación

• Minimum 1 year of customer service or call center experience.
• Strong communication and documentation skills.
• Ability to handle inquiries with professionalism and empathy.

Responsabilidades

• Handle intake and client services via phone and online inquiries.
• Documentation and data entry for new cases.
• Coordinate with legal teams and other departments.
• Maintain confidentiality and privacy of client information.
• Provide timely solutions and support for client concerns.

Conocimientos

Customer service

Call center experience

Descripción del empleo

Responsible for answering all calls with professional courtesy and empathy, documenting and resolving inquiries. Provide excellent client service and demonstrate the ability to pay close attention to detail while retaining and documenting required information from clients and providers.

Key Responsibilities

Intake & Client Services

• Conduct consultations for potential cases from new clients who contact the firm through phone calls and online inquiries.
• Demonstrate empathy and efficiency throughout the intake process.
• Sign up new clients electronically over the phone.
• Provide solutions and answers to clients who have questions or concerns.
• Assist potential new clients in scheduling their initial clinic appointments for treatment.

Case Intake & Documentation

• Review new inquiry calls and emails from clients, law firms, lead companies, and clinics.
• Ensure all legal documents are properly processed, signed, and filed.
• Perform data entry by reviewing questionnaires and documentation related to each case.
• Process legal documentation as required.

Client Support & Coordination

• Meet with walk‑in clients when needed.
• Communicate with firms to which clients are referred.
• Collaborate with other departments to support client cases.
• Connect existing clients with their legal teams and provide timely solutions for client concerns.
• Assist upset clients while maintaining professionalism and excellent customer service.

Administrative Support

• Ensure phone calls from insurance adjusters and medical providers are directed to the appropriate paralegals and attorneys.
• Protect client information and maintain confidentiality and privacy standards.
• Perform other related duties as assigned.

Skills & Qualifications

Experience

• Customer service or call center background needed.
• Minimum of 1 year of relevant experience.