Remote Bilingual Intake Specialist for Personal Injury

Crisp Recruit; United States; Remote; USD 42,000 - 66,000; Full time

Job summary

Turner Ross Germain, LLC is seeking a Global Intake Specialist to own the personal injury intake process from the first inquiry through file setup. The role is remote and requires prompt responses to new leads, thorough interviews, and accurate documentation in CasePeer to convert inquiries into signed clients.

You will respond quickly to leads, gather accident and treatment details, and ensure onboarding is smooth.

Qualifications

• 3–5 years of direct intake experience with a U.S.-based personal injury law firm.
• Fluent in both English and Spanish, with excellent written and verbal communication skills.
• Comfortable using intake/case tracking software, VoIP systems, and Microsoft Teams in a remote environment.
• CasePeer experience is helpful, but candidates must at minimum be able to learn and accurately maintain intake records in CasePeer.
• Ability to work U.S. hours (11:00 AM-7:00 PM EST), with reliable access to necessary technology and demonstrated success working independently in a remote setting.

Responsibilities

• Handle inbound intake calls and conduct the full intake process from initial call through file setup, ensuring smooth onboarding.
• Own the movement of qualified prospects through the engagement process with timely follow-up and clear answers to intake questions.
• Accurately enter intake details into CasePeer and keep files organized and complete.
• Prepare letters of representation and initial documents using firm templates, incorporating attorney feedback and tracking outstanding items.
• Proactively track new intake inquiries, outstanding information, signed engagement documents, and initial file setup items.
• Identify whether prospective clients have received medical treatment and gather hospital/ provider information, requesting records as needed.
• Maintain clear, timely communication with prospective and retained clients via phone, text, and digital platforms.
• Collaborate with other staff via Microsoft Teams to ensure streamlined operations and coordination.

Skills

Bilingual English/Spanish

Data entry

Organizational skills

Communication

Remote work readiness

Tools

CasePeer

Microsoft Teams

VoIP systems

Job description

Turner Ross Germain, LLC is seeking a Global Intake Specialist to own the personal injury intake process from the first inquiry through file setup. The role is remote and requires prompt responses to new leads, thorough interviews, and accurate documentation in CasePeer to convert inquiries into signed clients.

You will respond quickly to leads, gather accident and treatment details, and ensure onboarding is smooth.