Bilingual Client Intake Specialist

Better Talent; 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

Team events

Flexible scheduling

Professional development

Job summary

Louis Berk Law in Orlando is seeking a bilingual Client Intake Specialist to be the first voice prospective clients hear and to turn qualified leads into signed clients. This sales-focused role requires handling a high volume of inbound calls, building trust quickly, gathering and qualifying information, and guiding clients through the retainer process with warmth and urgency.

You'll build complete case files in Filevine and LeadDocket, meet performance goals, and collaborate with the legal

Qualifications

• Fluent in English and Spanish.
• 2+ years in high-volume, phone-based roles (inside sales, legal intake, insurance, admissions, or client services).
• Able to convert conversations into commitments.
• Strong sales and objection-handling skills.
• Excellent data-entry accuracy.
• Typing speed 45+ WPM.
• Experience with CRM or case-management systems.
• Empathy with injured or overwhelmed clients.
• Self-motivated, organised, coachable, and goal-driven.
• High school diploma or equivalent.
• Ability to work on-site in Orlando, Florida.

Responsibilities

• 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 and escalate legal questions to an attorney when needed.
• Communicate the value of working with Louis Berk Law and ask for the commitment.
• Send retainers during calls and guide signing to secure signed agreements.
• Build accurate, complete client files in Filevine and LeadDocket.
• Meet goals for response time, contact rate, sign-ups, and file completion.
• Participate in coaching and call reviews; apply feedback quickly.
• Protect client confidentiality and direct legal questions to an attorney.
• Take ownership and bring forward solutions, not just problems.

Job description

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:

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 elevate 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.

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–$26, based on experience.

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

Health, dental, and vision insurance

Paid time off, including vacation and sick time

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.