Intake Specialist

1 day ago

Manila, National Capital Region, Philippines Seven Seven Global Services, Inc. Full time ₱4,800,000 - ₱7,200,000 per year

Key Responsibilities

  • Respond promptly to inbound calls, emails, messages, and online inquiries from potential clients.
  • Make outbound follow-up calls to leads generated from marketing campaigns, referrals, or online sources.
  • Determine urgency and route high-priority cases to the appropriate attorney or manager.
  • Conduct structured interviews to obtain essential details about the accident, injuries, parties involved, insurance information, and damages.
  • Assess whether the case meets the firm's criteria for personal injury representation.
  • Ask clarifying questions to ensure accurate fact-gathering.
  • Record all client information into the firm's intake or case management system accurately and promptly.
  • Upload any relevant documents, photos, or reports shared during intake.
  • Maintain complete and organized digital records.
  • Communicate empathetically with potential clients who may be distressed, injured, or unsure about the legal process.
  • Explain the firm's intake process and next steps.
  • Provide clear updates regarding case evaluation status and needed documents.
  • Forward qualified cases to Case Managers or Attorneys with complete intake notes and supporting documents.
  • Schedule appointments, consultations, or follow-up calls as required.
  • Assist the legal team by summarizing intake results and key case facts.
  • Ensure all leads are contacted within the firm's response-time standards.
  • Perform follow-ups on pending leads or incomplete information.
  • Track intake outcomes (accepted, rejected, pending) and report trends to supervisors.

Qualifications

Education & Experience

· Experience in personal injury law, insurance claims, medical intake, or customer service is a strong advantage.

· Experience working with U.S.-based law firms (if applicable) is highly preferred.

Skills & Competencies

· Excellent verbal and written communication skills.

· Strong interviewing and fact-finding abilities.

· High attention to detail and strong data-entry accuracy.

· Ability to assess case viability based on firm criteria.

· Proficiency in CRM or case-management systems.

· Strong time management; ability to handle multiple leads simultaneously.

Key Attributes

· Empathy and active listening skills.

· Professional and calm, even with distressed callers.

· Strong judgment and decision-making ability.

· Highly reliable and organized.

· Confidentiality and integrity at all times.

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