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Bilingual Intake Specialist

🔥 9 minutes ago

🌐 Mexico, Honduras, +5 more countries – Remote

infoinfo

💵 $1.1k - $1.2k / month

⏰ Full Time

🟡 Mid-level

🟠 Senior

💬 Bilingual

🗣️🇪🇸 Spanish Required

Where this job comes from

Posted on Job Duck's careers page, not through a job board

First seen by Remote Rocketship 9 minutes ago

Logo of Job Duck

Job Duck

201 - 500 employees

💼 Consulting

📣 Marketing

⚖️ Legal

Consulting • Marketing • Legal

Job Duck is a company specializing in connecting individuals with remote job opportunities for United States-based businesses. The company offers a variety of positions including legal assistants, marketing assistants, executive assistants, and case managers. Job Duck emphasizes helping people build careers by working from home, ensuring a good work-life balance while providing support and resources for career development. The focus is on remote, full-time positions that are well-compensated and offer a range of professional opportunities.

📋 Description

• Conduct high-volume phone and web-based client intake in English and Spanish • Evaluate legal service needs and coordinate referrals to qualified attorneys • Guide clients through the consultation process without providing legal advice • Maintain patience and professional boundaries with callers • Translate complex legal terminology into plain language • Review call recordings and identify intake-quality improvements • Track call volume, referral rates, declined referrals, reassignments, and follow-up completion • Maintain communication and records with referral partners and legal service organizations • Review Spanish translations of website content and client materials • Recommend improvements to intake, referral, and follow-up procedures • Prepare accurate recurring reports • Screen clients for financial eligibility for reduced-fee and pro bono programs • Record referrals, reassignments, payments, and follow-up activity in the case management system • Send referral confirmations and verify receipt • Determine referral eligibility based on established procedures • Schedule paid consultations and process payments • Ask focused questions about legal concerns, practice areas, urgent dates, deadlines, and court information • Direct callers to appropriate government agencies, social service organizations, or legal service providers • Review and respond to online referral requests • Keep clients informed of referral reassignments and follow up until consultations are confirmed • Monitor self-referral bookings and reassign declined referrals within one business day • Answer more than 20 legal referral calls per day • Contact attorneys’ offices to place eligible cases and communicate relevant facts • Contact applicants to obtain missing information and complete screening • Maintain detailed records for every intake, referral, payment, and follow-up • Support monthly registration activities for legal access clinics

🎯 Requirements

• Full professional fluency in English and Spanish, including spoken and written communication and the ability to conduct complete client intake in Spanish • Familiarity with legal terminology in both English and Spanish • Previous experience in legal intake, client services, call center operations, or a comparable high volume service environment • Availability to work Monday through Friday from 8:00 AM to 5:00 PM Pacific Time • Ability to manage more than 20 calls per day while maintaining accuracy, professionalism, and appropriate follow-up • Experience using or the ability to quickly learn Qase for case management and customer relationship management • Experience using or the ability to quickly learn GoTo Connect or Microsoft Teams for phone communications • Proficiency with Microsoft 365, particularly Outlook and Teams, for email, calendaring, and internal communication • Reliable computer equipment, a stable internet connection, and a professional environment suitable for handling confidential client calls • Understanding that the position provides referral information and procedural guidance but does not provide legal advice

🏖️ Benefits

• Remote job opportunity • Great Place to Work Certification • Opportunity to work with US-based employers • Collaborative work environment

Apply Now

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