Remote Global Intake & Onboarding Specialist

Crisp Recruit; Oregon; Híbrido; USD 42.000 - 64.000; Jornada completa

Descripción de la vacante

Turner Ross Germain, LLC in Marietta, GA is seeking a Global Intake Specialist to own the personal injury intake process from inquiry to file setup. This hands-on role involves responding to new leads, interviewing prospective clients, gathering accident and medical details, and documenting information in CasePeer to support a smooth onboarding.

You will convert qualified prospects to signed engagements, maintain clear communication via phone, text, and email, and work with the team on templates

Formación

• 3-5 years of direct intake experience with a U.S.-based personal injury law firm.
• Fluent in English and Spanish with excellent written and verbal communication skills.
• Comfortable using intake/case tracking software, VoIP systems, and Microsoft Teams.
• Ability to work U.S. hours (11:00 AM-7:00 PM EST) in a remote setting.

Responsabilidades

• Handle inbound intake calls and conduct the full intake process from initial call through file setup, ensuring onboarding is smooth.
• Take ownership of moving qualified prospective clients through the engagement process, including timely follow-up and creating a smooth onboarding experience for newly retained clients.
• Accurately enter intake information into CasePeer and keep case files organized and complete.
• Prepare letters of representation and related initial documents using firm templates and incorporate attorney feedback when needed.
• Proactively track new intake inquiries, outstanding information, signed engagement documents, and initial file setup items to prevent gaps.
• Identify whether prospective clients have received medical treatment and gather hospital/provider information, obtain police reports, and ensure supporting documents are included.
• Maintain clear, timely communication with prospective and newly retained clients via phone, text, and digital platforms.
• Collaborate with staff using Microsoft Teams to ensure streamlined operations and coordinated workflows.

Descripción del empleo

Turner Ross Germain, LLC in Marietta, GA is seeking a Global Intake Specialist to own the personal injury intake process from inquiry to file setup. This hands-on role involves responding to new leads, interviewing prospective clients, gathering accident and medical details, and documenting information in CasePeer to support a smooth onboarding.

You will convert qualified prospects to signed engagements, maintain clear communication via phone, text, and email, and work with the team on templates