Remote Member Services Intake Specialist

Jobgether SRL; United States; Remote; USD 19,000 - 22,000; Full time

Benefits offered by this job

Fully remote in United States

Base $15.00 per hour

Bonus eligibility (discretionary)

Medical, dental, vision insurance

Short-term disability and life/AD&D

Job summary

Jobgether SRL through its partner company seeks a Member Services Intake Specialist-9 in the United States. This fully remote role is the first point of contact for members seeking legal assistance and will manage intake conversations, document gathering, and referrals.

You will coordinate with attorneys and law firms, document interactions in CRM, and ensure timely case progression while maintaining privacy and high service standards.

Qualifications

• High school diploma or equivalent; higher degree preferred.
• At least 2 years in customer service or intake coordination.
• Experience in legal services or other regulated industries.
• Experience with interviews, service requests, or case management.
• Experience with attorneys, law firms, or external partners an advantage.
• Ability to handle confidential information with discretion.
• Knowledge of privacy, information security, and service standards.
• Familiarity with intake, case management, or referral coordination.
• Proficiency with CRM, case management platforms, and MS Office.
• Strong communication, organizational, and problem-solving skills.

Responsibilities

• Serve as primary point of contact for members seeking legal assistance via calls, chat, and digital channels.
• Conduct comprehensive intake interviews to understand legal needs and determine service category.
• Verify member information, perform conflict-of-interest checks, and gather documentation.
• Document interactions, case details, referrals, and follow-ups in CRM/case management systems.
• Coordinate attorney consultations and ensure progress within service timelines.
• Provide proactive case updates and manage expectations with members.
• Monitor matters, follow up on actions, escalate sensitive issues appropriately.
• Collaborate with attorneys, legal staff, and internal teams for updates.
• Maintain complete, accurate documentation complying with privacy and regulatory requirements.
• Identify service gaps and contribute to process improvement initiatives.
• Deliver compassionate, professional service to stressed or sensitive members.
• Meet expectations for satisfaction, accuracy, productivity, and timeliness.
• Participate in training to strengthen knowledge of services and standards.

Skills

Verbal communication

Written communication

Interpersonal skills

Active listening

Interviewing

Information gathering

Attention to detail

Organization

Problem solving

Conflict resolution

Multilingual communication

Education

High school diploma or equivalent

Associate or Bachelor's degree preferred

Tools

CRM systems

Case management platforms

Microsoft Office

Job description

Jobgether SRL through its partner company seeks a Member Services Intake Specialist-9 in the United States. This fully remote role is the first point of contact for members seeking legal assistance and will manage intake conversations, document gathering, and referrals.

You will coordinate with attorneys and law firms, document interactions in CRM, and ensure timely case progression while maintaining privacy and high service standards.