Intake and CRM Specialist

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21 hours ago

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Job Duck

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HR Tech • Recruitment • B2B

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.

201 - 500 employees

👥 HR Tech

🎯 Recruiter

🤝 B2B

📋 Description

• Handle after-hours intake and escalate critical cases to attorneys. • Make daily outbound follow-up calls to prospective clients. • Screen cases for qualification criteria (injury type, third-party, etc.). • Act as backup for reception, answering incoming calls. • Respond to all new leads within 30 minutes (calls, web forms, referrals). • Send and confirm fee agreements for all qualified leads. • Keep CRM/Smart Advocate updated with all notes and critical comments. • Guide potential clients through the intake process. • Manage CRM and maintain accurate client records.

🎯 Requirements

• 2-3 years of experience working as an Intake Specialist. • Previous experience in a personal injury law firm, or a strong understanding of personal injury terms, is preferred. • Expected call volume: 45 calls per day. • CRM: Smart Advocate.

🏖️ Benefits

• Competitive salary. • Paid Time Off and holiday pay (where applicable). • Annual Bonuses. • 100% remote/home-based position. • Full-time, long-term career opportunities. • Parental Leave. • Professional development and training. • Dedicated team support. • Alignment with our clients' core values.