Intake Specialist (Bilingual)

ClearPath Staffing; Clearwater (FL); On-site; USD 38,000 - 52,000; Full time

Job summary

ClearPath Staffing is seeking a highly organized Bilingual Intake Specialist (English/Spanish) to join a personal injury law firm in Clearwater, Florida. This on-site role handles initial client intake, gathers case information, and evaluates potential claims to ensure a compassionate and efficient client experience.

The ideal candidate is fluent in English and Spanish, experienced with client intake or administrative work in a legal setting, and capable of managing high volumes with strong

Qualifications

• Fluency in English and Spanish (written and spoken).
• Experience in client intake, customer service, or administrative roles; legal environment preferred.
• Strong communication, interpersonal, and active listening skills.
• Excellent organizational skills and attention to detail.
• Ability to multitask and manage high-volume inquiries.
• Proficiency with Microsoft Office and CRM or case management systems.
• Ability to work on-site in Clearwater, Florida.

Responsibilities

• Handle calls, emails, and inquiries in English and Spanish.
• Conduct initial client intake interviews to gather information.
• Collect details for motor vehicle accidents, slips, and other personal injury matters.
• Evaluate cases using intake criteria and escalate leads to attorneys.
• Document client information, accident details, injuries, and insurance data.
• Schedule consultations and coordinate follow-up communications.
• Maintain organized client records in CRM/case management software.
• Coordinate with attorneys, paralegals, and case managers for smooth onboarding.
• Maintain confidentiality of sensitive client information.

Skills

Bilingual English/Spanish

Communication skills

Organizational skills

Multitasking

Microsoft Office

CRM systems

Follow-up

On-site presence

Tools

Microsoft Office

CRM / case management systems

Job description

Bilingual Intake Specialist (English/Spanish)

Location: Clearwater, FL

Work Arrangement: Full-Time | On-Site

Position Overview

We are seeking a highly organized, personable, and detail-oriented Bilingual Intake Specialist to join a growing personal injury law firm in Clearwater, Florida.

The ideal candidate will be fluent in both English and Spanish and have experience handling client intake, preferably within a personal injury law firm. This individual will serve as the first point of contact for prospective clients, gathering essential case information, evaluating potential claims, and ensuring clients receive a professional and compassionate experience.

The role requires strong communication skills, attention to detail, and the ability to manage a high volume of inquiries in a fast-paced legal environment.

Key Responsibilities

• Handle incoming calls, emails, and inquiries from prospective clients in both English and Spanish.
• Conduct initial client intake interviews to gather relevant information about potential personal injury cases.
• Collect details related to motor vehicle accidents, slip-and-fall incidents, and other personal injury matters.
• Evaluate potential cases based on the firm's established intake criteria and elevate qualified leads to attorneys or appropriate team members.
• Accurately document client information, accident details, injuries, insurance information, and other relevant case facts.
• Schedule consultations and coordinate follow-up communications with prospective clients.
• Maintain accurate and organized client records using legal case management or CRM software.
• Follow up with prospective clients to obtain missing information and assist with completing intake documentation.
• Provide a positive, professional, and empathetic experience to individuals who may be dealing with injuries or stressful circumstances.
• Coordinate with attorneys, paralegals, and case managers to ensure a smooth transition from initial intake to case onboarding.
• Maintain confidentiality of sensitive client and case information.
• Meet established performance expectations related to responsiveness, intake accuracy, client experience, and lead conversion.

Required Qualifications

• Fluency in English and Spanish, both written and verbal.
• Previous experience in a client intake, customer service, or administrative role, preferably in a legal environment.
• Strong communication, interpersonal, and active listening skills.
• Ability to handle sensitive conversations with empathy and professionalism.
• Excellent organizational skills and attention to detail.
• Ability to multitask and manage a high volume of incoming inquiries.
• Proficiency with Microsoft Office and CRM or case management systems.
• Strong follow-up skills and the ability to work independently.
• Must be able to work on-site in Clearwater, Florida.