Senior Client Intake Specialist

1 week ago

Pagadian, Zamboanga Peninsula, Philippines beBeeIntake Full time $8,320 - $12,480
Client Intake Coordinator Job Description

We are seeking a highly organized and empathetic individual to serve as the primary point of contact for prospective clients. In this role, you will be responsible for managing the intake process from initial inquiry to case assignment, ensuring a seamless and professional experience for every client.

This includes collecting essential information, assessing the suitability of cases, and coordinating closely with legal staff to ensure accurate case initiation. The ideal candidate should be detail-oriented, tech-savvy, and capable of maintaining confidentiality while managing multiple client interactions in a remote setting.

Key Responsibilities:
  • Serve as the primary point of contact for potential new client inquiries via phone, email, and online platforms.
  • Conduct thorough intake interviews via telephone to gather critical information regarding potential legal matters.
  • Prepare written detailed summaries of intake interviews.
  • Follow up with potential new clients regarding any documents requested for review.
  • Assess initial eligibility and legal matter suitability in coordination with supervising attorneys. Communicate clearly and compassionately with potential new clients, setting appropriate expectations.

Job requirements include a bachelor's degree or equivalent experience in a legal, administrative, or client service role. A minimum of 2 years of experience in a legal support or client intake-related position is required. Strong oral and written communication skills in English are necessary. Familiarity with U.S. legal terminology and procedures is also required.

Requirements:
  • Bachelor's degree or equivalent experience in a legal, administrative, or client service role.
  • 2+ years of experience in a legal support or client intake-related position.
  • Strong oral and written communication skills in English.
  • Familiarity with U.S. legal terminology and procedures.

The successful candidate will have strong organizational skills with exceptional attention to detail, proficiency in using legal practice management and CRM software, and ability to handle sensitive and confidential information with discretion. They must be comfortable working in a fast-paced remote environment with minimal supervision. Additionally, they must be able to work together as a team with attorneys, paralegals, and other staff, and possess a strong customer service mindset.

Benefits:
  • Remote work opportunity.
  • Competitive salary and benefits package.
  • Ongoing training and development opportunities.

Work-life balance is crucial in this role. If you are looking for a challenging and rewarding career opportunity, please submit your application for the Client Intake Coordinator position.

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