Intake Specialist (Customer Service)

Solvo Global Careers; Mérida; Presencial; MXN 167.000 - 312.000; Jornada completa

Descripción de la vacante

Solvo Global Careers in Mérida, MX is seeking an organized Legal Intake Specialist to serve as the first point of contact for prospective clients. The role is on site in Merida, with a 8:00 AM–5:00 PM Central Time schedule. You will handle outbound calls, document management, and support for attorneys and paralegals.

The ideal candidate will have advanced English, strong communication skills, and the ability to follow SOPs and structured workflows in a fast-paced legal environment.

Formación

• Advanced English proficiency (written and spoken).
• Experience with outbound calling and client communication.
• Ability to follow SOPs and structured workflows.

Responsabilidades

• Conduct outbound calls to businesses and third parties on pre-litigation matters.
• Follow up on case documentation, including police reports and letters of representation.
• Open and manage first-party, third-party, and health insurance claims.
• Track medical records requests and medical liens.
• Support document management activities.
• Update case management dashboards and files accurately.
• Record task status and completion information.
• Adhere to SOPs and workflows.
• Provide administrative support to attorneys, case managers, paralegals and team.
• Support other pre-litigation functions as needed.

Conocimientos

Advanced English proficiency

Strong verbal communication

Outbound calling

Detail-oriented

Descripción del empleo

Position Overview

The Legal Intake Specialist will serve as an initial point of contact for prospective clients contacting the firm. This person should be professional, organized, responsive, and comfortable communicating with individuals seeking legal assistance.

On site in Merida, Mexico

Schedule: Monday–Friday | 8:00 AM–5:00 PM Central Time

About the Role

We are looking for a highly organized, detail-oriented, and proactive Pre-Litigation Support Specialist to support a U.S.-based personal injury law firm.

The ideal candidate has excellent English communication skills, is comfortable making frequent outbound calls, follows structured processes carefully, and can manage repetitive follow-up tasks with accuracy and consistency.

Key Responsibilities

Conduct consistent outbound calls to businesses and third parties regarding pre-litigation matters.

Follow up on essential case documentation, including police reports and letters of representation.

Assist with opening and managing first-party, third-party, and health insurance claims.

Track and follow up on medical records requests and medical liens.

Support document management activities as responsibilities expand.

Accurately update case management dashboards, internal systems, and corresponding case files.

Record task status and completion information accurately.

Follow established Standard Operating Procedures (SOPs) and structured workflows.

Provide administrative support to attorneys, case managers, paralegals, and other members of the legal team.

Support different pre-litigation functions as needed.

This aligns with the client's confirmation that the work is centered around pre-litigation activities such as medical records and claims opening, with the initial responsibilities primarily focused on outbound calling.

Required Qualifications

Advanced English proficiency, both written and spoken.

Strong verbal communication skills and confidence handling frequent outbound calls.

1-2 years of previous experience in call center, customer service, administrative support, or a similar role