Job Description: Bilingual Intake Specialist

Position Overview:
We seek a detail-oriented and empathetic Bilingual Intake Specialist to join our dynamic team. The ideal candidate will provide a seamless intake experience for clients, gather essential information, and ensure accurate documentation. This role requires fluency in both English and Spanish, strong communication skills, and a commitment to delivering excellent customer service.

Key Responsibilities:

• Serve as the first point of contact for clients, answering calls, emails, and messages in both languages.
• Conduct thorough client intake by gathering detailed information regarding personal injury cases.
• Assess client needs to route them to the appropriate department or professional.
• Maintain accurate and organized records in the company's CRM or database.
• Handle sensitive client information with confidentiality and professionalism.
• Communicate policies, procedures, and next steps clearly and compassionately.
• Follow up with clients to ensure all required documentation is collected and accurate.
• Collaborate with internal teams to ensure a smooth transition for client onboarding.
• Address client concerns, resolve issues, and escalate matters as needed.

Qualifications:

• Fluency in English and Spanish (written and spoken).
• Previous experience in customer service, intake, or administrative roles in the Legal field.
• Excellent communication and active listening skills.
• Strong organizational skills and attention to detail.
• Ability to handle sensitive information with discretion.
• Proficiency with CRM software and standard office tools (G Suite, Microsoft Office).
• Problem-solving skills and ability to work under pressure.
• Empathy and a client-focused approach to service.

Preferred Qualifications:

• Experience working in a remote or hybrid environment.
• Knowledge of intake procedures within US Law firms.