New Client Intake Specialist

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Job Duck

WebsiteLinkedInAll Job Openings

201 - 500 employees

👥 HR Tech

🎯 Recruiter

🤝 B2B

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.

📋 Description

• Follow intake procedures and scripts to ensure consistency. • Assist with translation during meetings when needed. • Assist with obtaining signed agreements during intake calls. • Gather relevant information regarding potential cases. • Conduct conflict checks within the CRM system. • Enter client information accurately into MyCase CRM. • Schedule consultations with attorneys and legal staff. • Screen and evaluate callers based on firm guidelines. • Answer inbound calls from prospective client. • Maintain detailed and organized client records. • Explain general information regarding services and fees. • Provide a positive and professional client experience throughout the intake process.

🎯 Requirements

• 1-2 years of experience working in intake or customer service roles. • Strong verbal and written communication skills in both English and Spanish. • Active listening and relationship building abilities. • Compassionate and client focused approach. • Excellent customer service skills. • Strong attention to detail. • Effective problem solving abilities. • Strong organizational and time management skills. • Ability to multitask and prioritize effectively. • Professional phone etiquette. • Ability to remain composed during sensitive conversations. • Adaptability and flexibility in a fast paced environment. • Ability to follow scripts and established processes.

🏖️ 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.