Legal Intake Specialist

🔥 0 minutes ago

🌐 Argentina, Honduras, +3 more countries – Remote

🇦🇷 Argentina – Remote 🇭🇳 Honduras – Remote 🇨🇱 Chile – Remote 🇸🇻 El Salvador – Remote 🇵🇪 Peru – Remote

💵 $1.1k - $1.2k / month

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍💼 Attorney / Lawyer

🚫👨‍🎓 No degree required

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Job Duck

WebsiteLinkedInAll Job Openings

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

• Serve as the first point of contact for prospective clients seeking guidance related to Medicaid planning, estate planning, asset protection, long-term care planning, and special needs planning • Qualify prospective clients according to firm guidelines and established criteria • Maintain accurate and detailed CRM records and notes • Identify the nature of each caller's legal concerns • Gather and verify financial, personal, and situational information accurately • Conduct follow-up calls with prospective clients • Answer inbound calls promptly, professionally, and with empathy • Schedule consultations with attorneys and advisors when appropriate • Follow established systems, scripts, workflows, and training protocols • Deliver a professional and compassionate client experience on every interaction

🎯 Requirements

• Minimum of 2 years of experience in intake, customer service, client services, call center, or phone-based client support roles • Current experience working in a law firm is required • Strong verbal and written English communication skills • Ability to build rapport quickly and establish trust over the phone • Ability to guide conversations naturally without sounding scripted • Ability to remain calm, professional, and empathetic when speaking with stressed or emotional callers • Comfortable following structured processes and documented procedures • Experience using CRM systems and maintaining detailed records • Ability to type and take notes while actively engaging in a conversation • Reliable internet connection and a quiet, professional remote work environment • All application documents must be in English • Resume must be submitted in .DOC format

🏖️ Benefits

• Competitive salary • Paid Time Off • 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