Intake Specialist (Bilingual English/Spanish) | LATAM
Core
First point of contact for prospective personal injury clients, handling inbound inquiries and conducting initial intake interviews.
Role type
Intake Specialist (Bilingual English/Spanish)
Builds
Client intake records and case routing for a legal staffing platform
Domain
Legal services / Personal injury
Deliverable
client delivery
Required skills
Bilingual English/Spanish communication, personal injury legal terminology knowledge, CRM/legal case management software proficiency, high-volume multi-tasking, detailed documentation
Preferred skills
Empathy, professionalism, confidentiality adherence
Responsibilities
Handle inbound calls, emails, and chat from prospective clients; Conduct initial intake interviews and gather relevant information; Accurately document client details in CRM or internal systems; Assess inquiries and route cases to the appropriate team; Follow up with leads to ensure completion of intake process; Meet response time and conversion KPIs