Case Intake Specialist

23 hours ago

Calamba, Calabarzon, Philippines beBeeLegalIntake Full time ₱25,000 - ₱42,000
Job Overview:

This role is responsible for enhancing case conversions through a voice-based intake system.

  • The primary focus of this position is on outbound calls, but may also involve handling inbound calls as needed.
  • The successful candidate will guide potential clients through the intake process and accurately capture case details.
Responsibilities:
  • Make outbound calls to follow up on leads from marketing campaigns, online forms, or referrals.
  • Handle inbound calls as needed to support team collaboration and workflow continuity.
  • Adhere to a structured outbound script while building rapport and handling objections.
  • Consistently meet daily and weekly call volume targets and conversion benchmarks.
  • Accurately capture and update client information using CRM tools.
  • Manage rejections professionally and escalate qualified leads efficiently.
  • Provide clear and timely updates on availability, performance blockers (e.g., headset issues), or missed targets.
  • Participate in coaching sessions and apply feedback proactively.
  • Maintain transparency and accountability in daily work logs and call quality.
Requirements:
  • A law graduate or paralegal with experience in customer service, legal intake, or call centers are welcome.
  • Strong sense of accountability - reliable with schedules, updates, and response times.
  • Able to work independently with minimal supervision.
  • Open to coaching, quick to apply feedback, and resilient under pressure.
  • Must be able to operate with consistent internet connection and functional equipment (headset, PC).
  • Flexibility in handling campaign shifts based on business needs.
We're Looking for Someone Who Is:
  • Proactive, with a keen ability to adapt and learn quickly.
  • Experienced in legal case intake.
  • Knowledgeable in client qualification and lead conversion processes.
  • Familiar with AI-powered call analysis tools or willing to learn and adapt to them.

This is a full-time remote position that requires strong communication skills, attention to detail, and the ability to work independently.

The ideal candidate will have a strong understanding of legal terminology and procedures, as well as excellent customer service skills.

Additional Benefits:

This position offers a unique opportunity to grow your career in a dynamic and supportive environment.

As a member of our team, you can expect regular coaching and training to help you succeed in your role.

Our company values transparency, accountability, and open communication.

Key Skills:
  • Excellent communication and interpersonal skills.
  • Ability to work independently with minimal supervision.
  • Strong sense of accountability and reliability.
  • Experience with CRM tools and software.
  • Ability to operate in a fast-paced environment.

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