Case Intake Specialist

7 days ago

Dasmariñas, Calabarzon, Philippines beBeeConversion Full time ₱25,000 - ₱36,000

Job Title: Case Intake Specialist

Job Description:

As a Case Intake Specialist, you will play a crucial role in enhancing case conversions through a voice-based intake system. This role primarily focuses on outbound calls, but may also involve handling inbound calls as needed, guiding potential clients through the intake process, and accurately capturing case details.

Key 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.

Requirements:

Essential Qualifications:
  • Law fresh graduates, paralegals, or candidates 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).

We're looking for someone who is proactive, adaptable, and experienced in legal case intake, with knowledge of client qualification and lead conversion processes. Familiarity with AI-powered call analysis tools is a plus.

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