Intake Specialist Role

2 weeks ago

Imus, Calabarzon, Philippines beBeeIntake Full time ₱250,000 - ₱500,000
Job Title: Intake Specialist Role

We are seeking a highly motivated and results-driven Intake Specialist to enhance our case conversion process 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.

Your key responsibilities will include:

  • Making outbound calls to follow up on leads from marketing campaigns, online forms, or referrals.
  • Handling inbound calls as needed to support team collaboration and workflow continuity.
  • Adhering to a structured outbound script while building rapport and handling objections.
  • Consistently meeting daily and weekly call volume targets and conversion benchmarks.
  • Accurately capturing and updating client information using CRM tools.
  • Managing rejections professionally and escalating qualified leads efficiently.
  • Providing clear and timely updates on availability, performance blockers (e.g., headset issues), or missed targets.
  • Participating in coaching sessions and applying feedback proactively.
  • Maintaining transparency and accountability in daily work logs and call quality.
Requirements
  • Law 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).
  • 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.
What You'll Gain
  • Ongoing coaching and training to enhance your skills and knowledge.
  • A dynamic and supportive team environment.
  • The opportunity to make a meaningful impact on our case conversion process.

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