V104C - Legal Intake Specialist
About The Position
For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022! We are seeking a compassionate, detail-oriented Legal Intake Specialist to 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. This is a client-facing, conversation-driven role that directly impacts both the client experience and the firm's growth. The individuals and families who contact our firm are often overwhelmed, confused about complex planning issues, or anxious about protecting their assets and loved ones.
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.
Nice To Haves
- Spanish language skills
Responsibilities
- Conduct follow-up calls with prospective clients.
- Qualify prospective clients according to firm guidelines and established criteria.
- Gather and verify financial, personal, and situational information accurately.
- Deliver a professional and compassionate client experience on every interaction.
- Follow established systems, scripts, workflows, and training protocols.
- Maintain accurate and detailed CRM records and notes.
- Schedule consultations with attorneys and advisors when appropriate.
- Identify the nature of each caller's legal concerns
- Answer inbound calls promptly, professionally, and with empathy.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
