Lead Qualification Specialist

Torticity•Boca Raton, FL

2d•$25 - $30•Hybrid

About The Position

The Lead Qualification Specialist serves as the first point of contact for prospective clients, delivering compassionate, professional, and responsive support during highly sensitive situations. It requires quickly building trust through strong phone communication, active listening, and empathetic engagement while guiding individuals through the intake process. The position assesses case eligibility by gathering accurate information, asking thoughtful questions, and documenting details clearly within CRM systems. It maintains timely follow‑up and consistent communication to ensure prospective clients feel supported and informed throughout their journey. The role also collaborates closely with intake, case management, and operations teams to ensure seamless handoff of qualified cases into the legal support process.

Requirements

2+ years of experience in client intake, customer support, case coordination, or another high‑touch, client‑facing role — ideally in legal services, healthcare, social services, or another sensitive‑case environment.
Exceptional communication skills, especially over the phone, with the ability to build trust quickly, de‑escalate emotional situations, and engage with empathy and professionalism.
Strong active‑listening abilities and the judgment to ask thoughtful, clarifying questions to accurately assess case eligibility.
High level of emotional intelligence, with the ability to support individuals navigating difficult or sensitive circumstances.
Experience working with CRM or case‑management systems, with strong attention to detail in documentation and data accuracy.
Reliable follow‑through and organizational skills, ensuring timely callbacks, consistent communication, and smooth progression through the intake journey.
Ability to manage multiple conversations and priorities in a fast‑paced environment while maintaining quality and responsiveness.
Collaborative mindset, with experience partnering cross‑functionally (intake, case management, operations) to ensure seamless handoffs and a unified client experience.
Comfort with structured workflows and willingness to follow established processes while also identifying opportunities for improvement.
Professionalism, discretion, and ethical judgment

Responsibilities

Serve as the first point of contact for prospective clients, providing compassionate, professional, and responsive support during sensitive and often difficult situations.
Build trust quickly through strong phone communication, active listening, and empathetic engagement while guiding individuals through the intake process.
Assess potential case eligibility by gathering accurate information, asking thoughtful questions, and documenting details clearly within CRM systems.
Maintain timely follow-up and consistent communication with prospective clients to ensure they feel supported, informed, and connected throughout the intake journey.
Partner closely with intake, case management, and operations teams to ensure a smooth and seamless transition of qualified cases into the legal support process.