PI Intake Specialist

Rosenblum Law; Ciudad de México; Remote; MXN 279,000 - 357,000; Full time

Benefits offered by this job

Performance-based bonuses

Paid time off

Remote work

Growth opportunities

Job summary

Rosenblum Law in Mexico is seeking a PI Intake Specialist to be a compassionate first point of contact for personal injury clients. You will gather essential information, document details accurately, and support a smooth initial client experience.

The role requires fluent English, healthcare background, excellent communication, and attention to detail. You will work remotely from Mexico with a U.S.-based team, handling intake, follow-ups, and records while upholding privacy and empathy.

Qualifications

• Fluent in English with professional communication skills.
• Healthcare background or education in clinical field.
• Excellent verbal and written communication; empathic approach.
• Strong listening skills to identify details and build rapport.
• High emotional intelligence; patient-focused interaction.
• Exceptional attention to detail in gathering and documenting information.
• Proactive follow-up and ability to manage multiple tasks.
• Comfort with learning new software, platforms, and digital docs.
• Willingness to adapt and grow with feedback.

Responsibilities

• Connect with prospective clients via inbound calls, making them feel supported.
• Conduct client intake: ask questions, gather information, document potential cases.
• Provide compassionate support and professional communication.
• Handle calls and follow-ups with clients, attorneys, insurers, and others.
• Coordinate follow-ups: obtain missing information and schedule appointments.
• Maintain accurate client records in firm systems.
• Collaborate with intake team to ensure a smooth client experience.
• Identify opportunities to improve workflows and intake processes.

Skills

Fluent English

Healthcare background

Exceptional communication

Active listening

Emotional intelligence

Attention to detail

Follow-up skills

Technology proficiency

Adaptability & growth mindset

Tools

CRM systems

Case management software

Electronic medical records

Job description

Company: Rosenblum Law
Location: Remote – Mexico
Employment Type: Full-time
Compensation: MX25,000–MX32,000 per month, plus performance-based bonuses

About Rosenblum Law

At Rosenblum Law, we are committed to providing exceptional legal services and compassionate support to the people who need us most. We believe that every client deserves to feel heard, respected, and supported from their very first interaction with our firm.

We are looking for a PI Intake Specialist with a strong healthcare background, excellent English communication skills, and a genuine passion for helping people. In this role, you will be one of the first points of contact for individuals seeking legal assistance following a personal injury. Your ability to listen, connect, and gather critical information will play an important role in creating a positive client experience.

If you are empathetic, organized, tech-savvy, and thrive in a people-focused environment, we would love to meet you!

What You'll Do

• Connect with prospective clients: Handle inbound calls from individuals seeking legal assistance with personal injury matters, making them feel comfortable and supported.
• Conduct client intake: Ask relevant questions, gather essential information, and accurately document details about potential cases.
• Provide compassionate support: Communicate with empathy and professionalism, recognizing that prospective clients may be experiencing stressful or difficult circumstances.
• Communicate effectively: Handle phone calls and follow-up communications with prospective and current clients, attorneys, insurance companies, and other relevant parties.
• Manage follow-ups: Contact individuals to obtain missing information, coordinate appointments, and ensure timely communication throughout the intake process.
• Maintain accurate records: Enter information into the firm's systems, organize documents, and ensure intake records are complete and up to date.
• Collaborate with the team: Work closely with the intake department and other team members to ensure a smooth, efficient client experience.
• Support continuous improvement: Identify opportunities to improve workflows, communication, and the overall intake process.

What We're Looking For

Required Qualifications

• Fluent English: Excellent spoken and written English skills, with the ability to communicate naturally and professionally with U.S.-based clients.
• Healthcare background: Experience or education in healthcare, such as nursing, medicine, allied health, or another clinical field. Candidates with medical interpretation experience are also encouraged to apply.
• Exceptional communication skills: You enjoy talking with people, asking thoughtful questions, and building rapport.
• Strong active listening skills: You can identify important details, understand people's concerns, and communicate with empathy.
• Emotional intelligence: You remain patient, compassionate, and professional when speaking with people who may be distressed or facing challenging circumstances.
• Excellent attention to detail: You can gather, organize, and document information accurately.
• Strong follow-up skills: You are proactive, dependable, and comfortable managing multiple open tasks.
• Technology proficiency: You are comfortable learning and using software, communication platforms, and digital documentation systems.
• Adaptability and a growth mindset: You welcome feedback, learn quickly, and look for ways to improve your performance.

Preferred Qualifications

• Experience in a medical office, healthcare setting, patient intake, medical interpretation, or patient coordination.
• Experience in a call center, customer service, client relations, or a high-volume phone environment.
• Previous experience with legal intake, personal injury, insurance, or law firms.
• Familiarity with CRM systems, case management software, or electronic medical records.

Previous legal experience is a plus, but we value transferable healthcare and client communication skills.

Compensation & Benefits

• Competitive monthly compensation: MX25,000–MX32,000, depending on qualifications and experience. ($9-$11 USD/hr)
• Performance-based bonuses: Additional earning potential based on established performance criteria.
• Paid time off: PTO benefits available after successful completion of the probationary period, according to company policy.
• Remote work: Work from home and collaborate with a U.S.-based legal team.
• Supportive work culture: Join a team that values professionalism, collaboration, compassion, and continuous improvement.
• Growth opportunities: Develop your communication, client service, and legal industry knowledge in a growing firm.

Work Schedule & Location

• Full-time position
• Remote, based in Mexico
• Must be able to work the schedule required to support our U.S. operations.

Who Will Thrive in This Role?

You will be a great fit if you combine the empathy of a healthcare professional with the communication skills of an outstanding client service representative. You understand that a conversation can make a meaningful difference in someone's experience, and you take pride in helping people feel heard while ensuring their information is handled accurately and professionally.

Ready to make a difference?

Job Type: Full-time
Work Location: Remote