Remote Intake Specialist I - Client Onboarding & Support

Walker Advertising; United States; Remote; USD 24,000 - 34,000; Full time

Benefits offered by this job

Paid Time Off

Paid Parental Leave

Insurance Coverage

401(k) Plan

Wellness Program

Rewards Program

Job summary

Walker Advertising is seeking an enthusiastic Intake Specialist I for our Contact Center to help potential clients understand their needs, explain our attorney network, and guide them through a smooth intake process.

You will join a collaborative team focused on delivering exceptional results, maintain confidentiality, follow scripted guidelines, and act as a liaison between clients and attorneys to ensure a seamless transition to case management.

Qualifications

• 12 months of experience in inside sales, customer service, call center, or related role.
• Strong interpersonal and communication skills, with the ability to build trust and rapport.
• Ability to learn and follow scripts and guidelines.
• Must have a flexible schedule and be able to work at least one weekend day.

Responsibilities

• Client Intake: Obtain appropriate and pertinent information from the potential client; encourage the client to sign legal agreements if the lead meets criteria.
• Follow-Up: If lead meets criteria, offer agreement to the client and assist with electronic execution; answer questions over the phone; escalate as needed.
• Client Relations: Provide excellent customer service addressing inquiries, concerns, and issues; act as liaison between clients and attorneys.
• Documentation: Ensure attorney intake forms and documents are completed, signed, and filed; assist with gathering additional documentation from clients.

Skills

Interpersonal skills

Follow scripts

Education

High school diploma or equivalent

Job description

Walker Advertising is seeking an enthusiastic Intake Specialist I for our Contact Center to help potential clients understand their needs, explain our attorney network, and guide them through a smooth intake process.

You will join a collaborative team focused on delivering exceptional results, maintain confidentiality, follow scripted guidelines, and act as a liaison between clients and attorneys to ensure a seamless transition to case management.