Bilingual Intake Specialist — English/Spanish

Job Duck, LLC; United States; À distance; USD 13 000 - 14 000; Plein temps

Résumé du poste

Job Duck, LLC is seeking a compassionate Intake Specialist to support a legal practice. You will manage inquiries, communicate with potential clients, and ensure leads are documented and followed up using CRM tools.

Responsibilities include conducting intake calls, summarizing conversations, and coordinating with the legal team while maintaining confidentiality and accuracy. Schedule aligns with EST, and bilingual English/Spanish is preferred.

Qualifications

• Experience in intake, customer service, admin support, or legal setting preferred.
• Ability to learn new software and workflows quickly.
• Excellent oral and written communication in English; Spanish helpful.
• Confidential and professional handling of sensitive information.

Responsabilités

• Prepare clear, accurate intake summaries.
• Conduct intake calls to gather essential case details.
• Reach out to prospective clients to obtain information.
• Manage incoming leads via phone and email.
• Follow established procedures and maintain confidentiality.

Connaissances

Bilingual EN/ES

Verbal and written comms

Empathetic approach

Detail oriented

Organizational skills

Multitasking

Active listening

Outils

Lead Docket

CRM systems

VXT

Microsoft Teams

Outlook

Calendly

VPN

Description du poste

Job Duck, LLC is seeking a compassionate Intake Specialist to support a legal practice. You will manage inquiries, communicate with potential clients, and ensure leads are documented and followed up using CRM tools.

Responsibilities include conducting intake calls, summarizing conversations, and coordinating with the legal team while maintaining confidentiality and accuracy. Schedule aligns with EST, and bilingual English/Spanish is preferred.