Remote Intake & Case Coordination Specialist

Journeyfront; Monterrey; A distancia; MXN 678.000 - 1.054.000; Jornada completa

Descripción de la vacante

Journeyfront is seeking a Case Management Specialist to support client intake, case management, and administrative operations in a remote environment. You will handle new lead inquiries, conduct intake interviews, onboard clients, coordinate medical records and treatment appointments, and assist with settlement demand preparation while maintaining organized case documentation.

The role requires 1–3 years of experience in legal intake or related roles, strong English communication, and excellent

Formación

• 1–3 years of experience in legal intake, case management, administrative support, customer service, or virtual assistant roles.
• Excellent spoken and written English communication skills.
• Strong ability to conduct professional phone conversations.
• Experience handling client communication, scheduling, and follow-up activities.
• Strong organizational and time management skills.
• Excellent attention to detail and documentation accuracy.
• Ability to manage multiple priorities in a remote work environment.
• Experience with data entry and records management.
• Proficiency with Microsoft Office applications.
• Ability to learn and utilize case management, communication, and task management platforms.
• Strong written communication skills for client correspondence and case notes.
• Ability to follow procedures, scripts, and established workflows.
• Professionalism, reliability, and strong follow-through.
• Ability to maintain confidentiality and exercise sound judgment when handling sensitive information.
• Comfortable working independently while remaining collaborative and responsive.

Responsabilidades

• Receive and respond to new lead inquiries promptly.
• Conduct intake interviews for personal injury and employment matters.
• Gather and document case information, client details, and supporting documentation.
• Qualify prospective clients according to established criteria.
• Schedule consultations and coordinate next steps with potential clients.
• Follow up with leads and maintain consistent communication throughout the intake process.
• Manage client onboarding and collect required forms, records, and supporting documents.
• Request, organize, and maintain medical records and case-related documentation.
• Coordinate medical treatment appointments and follow up with clients regarding treatment progress.
• Assist with settlement demand preparation using approved tools and processes.
• Maintain accurate case notes, records, and task updates within case management systems.
• Track deadlines, follow-up activities, and case-related administrative tasks.
• Support communication between attorneys, staff members, clients, and third parties.
• Monitor assigned tasks and maintain organized workflows.
• Prepare basic legal and administrative documents as needed.
• Support administrative and back-office functions during lower intake periods.
• Maintain confidentiality and secure handling of sensitive client information.

Conocimientos

English communication

Organization

Time management

Attention to detail

Multitasking

Written communication

Professionalism

Confidentiality

Herramientas

Microsoft Office

Descripción del empleo

Journeyfront is seeking a Case Management Specialist to support client intake, case management, and administrative operations in a remote environment. You will handle new lead inquiries, conduct intake interviews, onboard clients, coordinate medical records and treatment appointments, and assist with settlement demand preparation while maintaining organized case documentation.

The role requires 1–3 years of experience in legal intake or related roles, strong English communication, and excellent