Intake Specialist I

TalentHop; United States; Remoto; USD 24.000 - 34.000; Tempo integral

Benefícios oferecidos por esta vaga

Bi-weekly bonuses

Three weeks PTO

Parental leave

Health, dental, vision insurance

401(k) retirement plan

Wellness program

Employee assistance program

Rewards program

Resumo da vaga

TalentHop is seeking an Intake Specialist I to manage initial client contacts, gather accurate information, and support seamless transitions from intake to case management. You will build trust with potential clients, respond promptly to questions, and collaborate with attorneys and staff to improve the client experience.

This remote US role offers $21/hr with bi-weekly bonuses, three weeks PTO, parental leave, and comprehensive benefits, plus 401(k) and wellness programs.

Qualificações

• Must have strong interpersonal and communication skills.
• Ability to learn and adhere to scripts and guidelines.
• Reliable and organized with attention to confidentiality.

Responsabilidades

• Obtain and record pertinent information from potential clients.
• Encourage clients to sign legal agreements when criteria are met.
• Assist clients with electronic execution of agreements.
• Respond to client questions and concerns professionally and promptly.
• Escalate calls involving legal questions or unresolved objections.
• Ensure completion, signing, and filing of attorney intake documents.
• Gather additional client documentation as necessary.
• Maintain confidentiality and comply with legal and ethical standards.
• Collaborate with attorneys and staff for smooth client transitions.

Conhecimentos

Interpersonal communication

Customer service

Active listening

Adaptability

Formação

High school diploma

Descrição da vaga

The organization operates within the legal services support industry, addressing the challenge of efficiently connecting potential clients with appropriate legal representation. By managing client intake processes and facilitating communication between clients and attorneys, the program supports the legal network in delivering accessible and organized client services.

About the Opportunity:

The INTAKE SPECIALIST I role is designed to manage initial client contacts and ensure accurate information gathering to support legal service delivery. This position is essential in building strong client relationships and facilitating smooth transitions from intake to case management. The role contributes by improving client experience and supporting the operational efficiency of the legal intake process.

Responsibilities:

• Obtain and record pertinent information from potential clients.
• Encourage clients to sign legal agreements when criteria are met.
• Assist clients with electronic execution of agreements.
• Respond to client questions and concerns professionally and promptly.
• Escalate calls involving legal questions or unresolved objections.
• Ensure completion, signing, and filing of attorney intake documents.
• Gather additional client documentation as necessary.
• Maintain confidentiality and comply with legal and ethical standards.
• Collaborate with attorneys and staff for smooth client transitions.

Requirements:

• Minimum of 12 months experience in inside sales, customer service, call center, or related roles.
• Strong interpersonal and communication skills to build trust and rapport.
• Ability to learn and adhere to scripts and guidelines.
• High school diploma or equivalent.
• Flexible schedule availability, including at least one weekend day.

Pay Range and Compensation Package:

• Starting at $21 per hour plus bi-weekly bonuses (Remote - United States).
• Three weeks paid time off.
• Twelve weeks guaranteed paid parental leave.
• Comprehensive insurance coverage including medical, dental, and vision.
• 401(k) retirement savings plan.
• Wellness initiatives and employee assistance program.
• Rewards and recognition programs.

Equal Opportunity Statement:

Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.