WFH Legal Intake Specialist (Social Security Claims)

BruntWork; Metro Manila; Remote; PHP 1.905.000 - 2.857.000; Vollzeit

Benefits dieser Stelle

Permanent work from home

Immediate hiring

Health Insurance Coverage for eligible

Zusammenfassung

BruntWork is seeking a Legal Intake Specialist (Social Security Claims) to be the first point of contact for prospective clients. You will manage inquiries, qualify leads, and support the legal team with accurate intake documentation from a remote home office.

Ideal candidates have experience in social security disability law, strong English communication skills, and the ability to handle a high volume of inquiries with empathy and efficiency.

Qualifikationen

• Experience in social security disability law is preferred.
• Excellent spoken and written English communication skills.
• Ability to work independently in a remote environment.

Aufgaben

• Answer inbound calls from prospective clients in a professional and compassionate manner.
• Gather key information to determine intake criteria.
• Enter client information into CRM or case management system.
• Schedule consultations and route qualified leads to the team.
• Maintain detailed and organized records of client interactions.
• Follow up with prospective clients when additional information is required.
• Provide updates and communicate professionally throughout the intake process.
• Collaborate with the legal team to ensure smooth onboarding.
• Maintain confidentiality when handling sensitive information.

Kenntnisse

Customer service

English communication

Remote work

Attention to detail

Organizational skills

Data entry

Tools

CRM or case management system

Jobbeschreibung

Job Overview

Our client, a fast-growing U.S.-based legal services firm, is seeking a Legal Intake Specialist (Social Security Claims) to serve as the first point of contact for prospective clients. This role is ideal for an organized professional who enjoys helping individuals navigate important legal matters with empathy, efficiency, and a high level of customer service. In this role, you will manage incoming inquiries, qualify potential clients, and support the legal team through accurate documentation and efficient case intake.

Schedule

Monday to Friday, 9:00 AM to 6:00 PM EST; Full-time role

Responsibilities

• Answer inbound calls from prospective clients in a professional and compassionate manner.
• Gather key information to determine whether clients meet the firm's intake criteria.
• Accurately enter client information into the firm's CRM or case management system.
• Schedule consultations and route qualified leads to the appropriate team member.
• Maintain detailed and organized records of client interactions.
• Follow up with prospective clients when additional information is required.
• Provide clear updates and communicate professionally throughout the intake process.
• Collaborate with the legal team to ensure a smooth client onboarding experience.
• Maintain confidentiality when handling sensitive client information.

Requirements

• Experience in social security disability law.
• Previous experience in customer service, client support, virtual assistance, call center, or intake coordination in the legal field.
• Excellent spoken and written English communication skills.
• Friendly, empathetic, and professional phone manner.
• Strong attention to detail and accuracy when entering information.
• Comfortable managing a high volume of inbound calls and follow-up tasks.
• Highly organized with good management skills.
• Ability to work independently in a remote environment.
• Reliable computer, high-speed internet, and quiet home office.

Preferred Qualifications

• Knowledge of disability claims or legal intake processes.
• Experience working in a legal office or professional services environment.
• Previous intake or client onboarding experience.
• Familiarity with CRM or case management software.
• Experience handling sensitive or confidential information.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations