Bilingual Client Intake Specialist

Better Talent by Laveer & Co.; Orlando (FL); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

Retirement benefits

Employee recognition

Team activities

Flex scheduling

Development opportunities

Job summary

Louis Berk Law is seeking a Bilingual Client Intake Specialist to be the first contact for prospective clients. You will convert inbound inquiries into signed engagements, guiding them through retainers with warmth and urgency.

You will manage file creation in Filevine, maintain data accuracy, and meet performance metrics for response times and sign-ups. This on-site Orlando role offers a strong support structure and bonus potential.

Qualifications

• Fluent in both English and Spanish.
• 2+ years in a high-volume, phone-based role such as inside sales, legal intake, insurance, admissions, or client services.
• Demonstrated ability to convert conversations into commitments.
• Confident, professional phone presence with sales and objection-handling skills.
• Exceptional attention to detail and data-entry accuracy.
• Typing speed of 45+ wpm.
• Comfortable with CRM/case-management systems and learning new technology.
• Strong written communication skills.

Responsibilities

• Respond quickly to inbound calls, web leads, chats, and referrals.
• Build trust with prospective clients while guiding each conversation.
• Gather complete incident, injury, treatment, insurance, and contact information.
• Qualify leads and escalate questions to an attorney as needed.
• Send retainers, guide signing, and secure completed agreements over the phone.
• Follow up promptly with qualified unsigned leads.
• Maintain accurate lead information in Filevine and LeadDocket.

Skills

Bilingual English/Spanish

Phone-based sales

CRM familiarity

Data-entry accuracy

Attention to detail

Typing 45+ wpm

Strong written communication

Empathy

Self-motivated

Education

High school diploma or equivalent

Tools

Filevine

LeadDocket

Job description

Company Overview

Louis Berk Law is a growing plaintiff personal injury law firm dedicated to delivering exceptional results through compassionate service, expert advocacy, and unwavering integrity. Our mission is simple: deliver results while treating every client like family. Guided by our core values of Excellence, Commitment, Accountability, Transparency, Alignment, and Results, we've built a reputation for exceptional client care throughout Central Florida, and we're just getting started. When someone contacts our firm, they may be injured, overwhelmed, and unsure what to do next. The first person they speak with matters. If you're a confident, bilingual communicator who can build trust quickly, take ownership, and turn conversations into action, we'd love to meet you.

Connect with us on Socials to learn more about our culture:

• LinkedIn
• Instagram

Position Summary

As our Bilingual Client Intake Specialist, you'll be the first voice prospective clients hear and the person responsible for turning qualified leads into signed clients.

This is a sales-focused role. You'll handle a high volume of inbound calls and leads, build trust quickly, gather and qualify information, communicate the value of working with Louis Berk Law, overcome hesitation, and confidently ask for the commitment.

When we're able to help someone, the goal is to secure their signature while they're still on the phone. You'll send the retainer, guide them through signing, and keep the process moving with warmth and urgency. Once they're signed, you'll build an accurate, complete case file for our legal team.

Speed and precision matter here. We need both.

Key Responsibilities

Client Intake & Sign-Ups

• Respond quickly to inbound calls, web leads, chats, and referrals.
• Build trust with prospective clients while confidently leading each conversation.
• Gather complete incident, injury, treatment, insurance, and contact information.
• Qualify leads according to firm criteria and escal...legal or case-acceptance questions to an attorney.
• Communicate the value of working with Louis Berk Law, address hesitation, and confidently ask for the commitment.
• Send retainers while the prospective client is still on the phone, guide them through the signing process, and work to secure the signed agreement before ending the call.
• Follow up promptly and persistently with qualified unsigned leads.

File Management & Performance

• Build new client files in Filevine and maintain accurate lead information in LeadDocket.
• Complete all required fields, documents, contacts, and notes according to firm standards.
• Verify names, dates, insurance information, claim details, and documents for accuracy before handoff.
• Meet established goals for response time, contact rate, sign-ups, and file completion.
• Participate in coaching and call reviews and apply feedback quickly.
• Protect client confidentiality and direct all legal questions to an attorney.
• Take ownership and bring forward solutions, not just problems.

Required Qualifications

• Fluent in both English and Spanish.
• 2+ years of experience in a high-volume, phone-based role such as inside sales, legal intake, insurance, admissions, or client services.
• Demonstrated ability to convert conversations into commitments.
• Confident, professional phone presence with strong sales and objection-handling skills.
• Exceptional attention to detail and data-entry accuracy.
• Typing speed of 45+ words per minute.
• Comfortable working in CRM or case-management systems and learning new technology.
• Strong written communication skills.
• Composure and empathy when speaking with people who may be injured, frustrated, or overwhelmed.
• Self-motivated, organized, coachable, reliable, and driven by measurable goals.
• High school diploma or equivalent.
• Ability to work on-site in Orlando, Florida.

Preferred Qualifications

• Personal injury, legal intake, insurance claims, or related experience.
• Experience with Filevine, LeadDocket, or similar legal CRM platforms.
• Familiarity with auto accident, medical, and insurance terminology.

Compensation, Benefits & Schedule

Hourly Rate: $20.00 – $26.00, based on experience.

• This position is also eligible for a performance-based bonus tied to established firm metrics.

Benefits

• Health, dental, and vision insurance
• Paid time off, including vacation and sick time
• Retirement benefits
• Employee recognition programs
• Workplace perks, including team activities, food and coffee, and scheduling flexibility
• Professional and personal development opportunities

Schedule

• This is a full-time, on-site position in Orlando, Florida.
• Our Intake team provides weekday coverage between 8:00 AM and 8:00 PM, Monday through Friday. Individual schedules may vary within that window, including rotating evening coverage, based on team needs.

Who Thrives Here

You’ll do well here if you love being on the phone, know how to build trust quickly, aren’t afraid to ask for the commitment, and care just as much about getting every detail right as you do about signing the client. You move quickly without cutting corners, take ownership of your results, respond well to coaching, and like knowing exactly how your performance is measured. If you're bilingual, competitive, compassionate, detail-oriented, and motivated by helping people while contributing directly to firm growth, we'd love to hear from you.