Intake Specialist

Alonso & Alonso Attorneys at Law, PLLC; United States; Remote; USD 9,100 - 13,000; Full time

Benefits offered by this job

Paid Time Off

Mental Health Days

Job summary

Alonso & Alonso Attorneys at Law seeks a client intake and outreach specialist to screen potential immigration clients, guide them through intake questionnaires, and drive consultations. The role emphasizes bilingual English/Spanish communication, empathy, and precise data entry within a fast-paced, metric-driven environment.

You will conduct proactive outreach, follow-ups, and collaborative handoffs with Sales Consultation leadership, while expanding firm knowledge of immigration services.

Qualifications

• Minimum 1 year of experience in customer service and sales; outbound calling experience preferred.
• Bilingual proficiency in English and Spanish (spoken and written) required.
• Excellent communication, persuasion, and interpersonal skills.
• High empathy with a client-centered mindset.
• Thrives in a fast-paced, metric-driven environment.
• Strong organizational and time-management skills.

Responsibilities

• Conduct inbound eligibility screenings to assess potential client qualification for immigration services.
• Provide a professional, compassionate, and client-focused experience during all interactions.
• Guide prospective clients through an intake questionnaire to identify immigration solutions.
• Proactively conduct outbound calls to engage prospective clients and promote consultations.
• Execute timely follow-up communications based on pipeline stage and priorities.
• Maintain consistent client contact to support conversion and reduce lead drop-off.
• Ensure client profiles are accurately completed and maintained in the case management system.
• Track and document all interactions, dispositions, and follow-up actions with precision.
• Adhere to intake SOPs, quality standards, and compliance requirements.
• Collaborate with Sales Consultation leadership to ensure a smooth intake-to-consultation handoff.
• Participate in sales contests, training, coaching, and team meetings.
• Build knowledge of firm services, immigration processes, and engagement techniques.
• Perform other duties as assigned to support team objectives.

Skills

Bilingual English/Spanish

Strong communication

Persuasion

Interpersonal skills

Time management

Job description

Essential Responsibilities and Duties

Client Intake & Engagement

• Conduct inbound eligibility screenings to assess potential client qualification for immigration services.
• Provide a professional, compassionate, and client-focused experience during all interactions.
• Guide prospective clients through a structured intake questionnaire to identify potential immigration solutions.

Outbound Outreach & Follow-Up

• Proactively conduct outbound calls to engage prospective clients and promote consultations.
• Execute timely follow-up communications based on pipeline stage and business priorities.
• Maintain consistent client contact to support conversion and reduce lead drop-off.

Data Accuracy & Process Management

• Ensure client profiles are accurately completed and maintained in the case management system.
• Track and document all interactions, dispositions, and follow-up actions with precision.
• Adhere to intake SOPs, quality standards, and compliance requirements.

Collaboration & Performance

• Collaborate closely with Sales Consultation leadership to ensure a smooth intake-to-consultation handoff.
• Actively participate in sales contests, training sessions, coaching, and team meetings.
• Continuously build knowledge of firm services, immigration processes, and effective engagement techniques.
• Perform other duties as assigned in support of team and organizational objectives.

Required Qualifications

• Minimum 1 year of experience in customer service and sales; outbound calling experience preferred.
• Bilingual proficiency in English and Spanish (spoken and written) required.
• Strong communication, persuasion, and interpersonal skills.
• High empathy, emotional intelligence, and a client-centered mindset.
• Ability to thrive in a fast-paced, competitive, and metric-driven environment.
• Strong organizational and time-management skills.

Technical Requirements

• Computer: Intel i5 (8th Gen+) or AMD Ryzen 5 (3000+) or Mac M1+
• Memory: Minimum 8 GB RAM, 256 GB SSD
• OS: Windows 11 or macOS
• Monitors: Two screens required
• Headset: USB wired or wireless
• Internet: Wired connection, minimum 20 Mbps

Key Performance Indicators (KPIs)

• Quality Assurance (QA): Minimum 85%
• Gross Conversion Rate (CR): Minimum 15%
• Speed to Contact: To Be Determined (TBD)
• Answer Rate: Minimum 8%

Salary and Benefits

• Salary Rate: Sales Tiering System;
• Starting rate $8 an hour
• Paid Time Off
• Mental Health Days

Physical Demands

This position primarily involves sedentary work, requiring the ability to sit for extended periods while using a computer, phone, and other office equipment. Must handle typing and data entry tasks efficiently.

Equal Opportunity Employment Statement

Alonso & Alonso attorneys at law is an equal opportunity employer and is committed to building a diverse and inclusive organization. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, or any other protected characteristic.

Acknowledgment Signatures

This clause confirms that the employee acknowledges and understands the duties and responsibilities outlined in their job description at Alonso & Alonso. The employee agrees to fulfill these responsibilities to the best of their abilities in accordance with company policies and procedures. Any queries regarding the job description can be directed to their supervisor or the human resources department for clarification.