Global Intake Specialist – Bilingual

Job not on LinkedIn

🕒 August 28

🐊 Florida – Remote

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⏰ Full Time

🟡 Mid-level

🟠 Senior

💬 Bilingual

👻 Ghost score 32%

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🗣️🇪🇸 Spanish Required

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Logo of Crisp Professional Development

Crisp Professional Development

11 - 50 employees

Founded 1990

💼 Consulting

🏥 Healthcare

📣 Marketing

Consulting • Healthcare • Marketing

Crisp Professional Development is an organization focused on enhancing professional skills through various training courses. They offer a wide range of programs including leadership, management, communication, and HR courses designed for individuals and teams. As an accredited center for the Institute of Leadership and Management (ILM), Crisp is committed to delivering bespoke development opportunities that cater to the unique needs of their clients, ultimately aiming to make a positive difference in their professional lives.

📋 Description

• Serve as the primary point of contact for prospective clients through phone and messaging applications • Conduct initial client intake conversations in English and Spanish while delivering a high-touch, empathetic experience • Build rapport, listen actively, ask thoughtful follow-up questions, and make prospective clients feel heard and confident in the firm • Convert qualified leads into signed clients using a consultative, relationship-based sales approach • Communicate the firm's value persuasively without relying on high-pressure sales tactics • Explain the intake process and manage prospective client expectations • Gather and document essential client information, identify key facts, and transfer qualified matters to the appropriate attorney or team member • Provide later-day intake support and occasional weekend coverage as needed • Use RingCentral, messaging applications, and firm platforms to communicate, maintain accurate information, and coordinate with internal team members • Assist with select intake-adjacent or early case-support tasks, such as opening claims, when intake volume allows

🎯 Requirements

• Must be fluent in English and Spanish, including speaking, reading, and writing • Demonstrated experience providing empathetic, client-centered customer service • Ability to build rapport quickly, listen actively, manage expectations, and create a premium one-on-one client experience • Ability to use a consultative, relationship-based sales approach to build trust and convert qualified leads • Ideally, experience in professional services, customer-facing sales, or a similar environment • Comfortable working remotely with consistent availability, responsiveness, and effective collaboration during later-day working hours • Highly computer literate • Access to a reliable computer and strong internet connection • Ability to use digital communication tools and platforms effectively • Strong phone presence and professional communication skills in English and Spanish • Legal intake, personal injury, automobile insurance, insurance claims, or case management experience is a strong plus but not required

🏖️ Benefits

• Meaningful client impact • Autonomous environment with clear expectations and ownership • Stable team environment • Opportunities to learn and develop skills • Opportunity to grow skills in client service, legal intake, communication, and relationship-based sales • Experience working with a U.S.-based law firm

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